Stewart Fitzell @defense_investor: "𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 -𝙃𝙤𝙬 𝙩𝙝𝙞𝙨 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙞𝙨..."

Ireland

Edited

𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 -𝙃𝙤𝙬 𝙩𝙝𝙞𝙨 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙞𝙨 𝙘𝙤𝙢𝙥𝙤𝙨𝙚𝙙 🔹️𝙂𝙚𝙣𝙚𝙧𝙖𝙡 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝘾𝙤𝙣𝙘𝙚𝙥𝙩 - 𝙖𝙣 𝘼𝙜𝙞𝙡𝙚 & 𝙍𝙤𝙗𝙪𝙨𝙩 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 My strategy is to maintain a portfolio that can perform well in various market conditions, over the long term. The overall goal is to beat the S&P 500. It's better to have a consistent annual performance, instead of +60% one year & -60% the next. To achieve this I decided to diversify while holdings in stocks that should provide above average returns. 🔹️𝙏𝙝𝙚 𝙥𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙘𝙤𝙢𝙥𝙧𝙞𝙨𝙚𝙨 𝙛𝙤𝙪𝙧 𝙥𝙖𝙧𝙩𝙨: 𝟭) 𝙎𝙩𝙤𝙘𝙠𝙨 These companies have been & are likely to be very solid performers. Within this grouping are aerospace & defense companies, finance, big tech and construction. These companies have been chosen because of their track records, strong future growth prospects allied with acceptable levels of volatility. ▪️The 𝙙𝙚𝙛𝙚𝙣𝙨𝙚 𝙨𝙚𝙘𝙩𝙤𝙧 has seen increased orders as a result of a rise in global tensions. This is likely to remain the case over the next decade due to increased investment in defense. Aerospace continues to grow with the expansion of air travel in developed & developing markets. ▪️𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙨𝙚𝙧𝙫𝙞𝙘𝙚𝙨 stands to benefit significantly as the US Fed cuts interest rates. Cutting rates reduces loan risks which will boost capital markets & increase consumer spending. ▪️𝘽𝙞𝙜 𝙩𝙚𝙘𝙝 has been responsible for the most spectacular growth over the past 18 months. We may see a rotation to other types of companies but I believe it is worth having some exposure to tech, particularly those whose valuations are not excessive. ▪️𝙄𝙣𝙛𝙧𝙖𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚/ 𝘾𝙤𝙣𝙨𝙩𝙧𝙪𝙘𝙩𝙞𝙤𝙣 Structural themes like infrastructure are gaining attention. Infrastructure is at the heart of several long-term global trends: 𝘋𝘦𝘤𝘢𝘳𝘣𝘰𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯; 𝘋𝘪𝘨𝘪𝘵𝘢𝘭𝘪𝘴𝘢𝘵𝘪𝘰𝘯; 𝘈𝘨𝘪𝘯𝘨 𝘐𝘯𝘧𝘳𝘢𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦; 𝘜𝘳𝘣𝘢𝘯𝘪𝘴𝘢𝘵𝘪𝘰𝘯. Infrastructure offers stability, inflation protection, and long-term growth, making it a compelling opportunity. 𝟮) 𝘾𝙤𝙢𝙢𝙤𝙙𝙞𝙩𝙞𝙚𝙨 ▪️𝙋𝙝𝙮𝙨𝙞𝙘𝙖𝙡 𝙂𝙤𝙡𝙙 𝙀𝙏𝘾 (𝙞𝙎𝙝𝙖𝙧𝙚𝙨) Gold has been a store of value and safe haven for investors for thousands of years. Gold often gains value during economic and political shifts and can be an excellent way to reduce risk and volatility in a portfolio. ▪️𝙋𝙝𝙮𝙨𝙞𝙘𝙖𝙡 𝙎𝙞𝙡𝙫𝙚𝙧 𝙀𝙏𝘾 (𝙒𝙞𝙨𝙙𝙤𝙢 𝙏𝙧𝙚𝙚) Silver's use for industrial purposes is soaring with supply struggling to meet demand. Wirh the gold to silver value ratio at a historical high, silver is likely to gain more traction to outperform gold. It is also a good hedge against inflation and less volatile than many stocks. 𝟯) 𝘽𝙞𝙩𝙘𝙤𝙞𝙣 I plan to hold a small amount of cryptocurrency until at least Q3 2025. While the Bitcoin we hold may not demonstrate the kind of explosive growth of others, it is relatively more stable, have backing from many large financial institutions & are the core of the crypto world. Following the recent Bitcoin ‘halving’ it is expected that it & other cryptos may rise until summer or autumn 2025. 𝟰) 𝘾𝙖𝙨𝙝 & 𝙎𝙝𝙤𝙧𝙩 𝙏𝙚𝙧𝙢 𝙐𝙎 𝙏𝙧𝙚𝙖𝙨𝙪𝙧𝙮 𝘽𝙤𝙣𝙙𝙨 Cash and US Short Term Treasury Bonds will be maintained at around 10% of portfolio value to provide liquidity to take advantage of market behaviour. -US Short Term Treasury Bonds Currently 7.5% is held in US Short Term Treasury Bonds in an accumulating ETF. This means that the dividend is retained. The advantage of holding this instead of cash is that copiers benefit from the rise in the value of the ETF. It can easily be sold at short notice if an opportunity presents itself in the stock markets. -Cash I will hold usually 2.5% cash to enable instant purchase if an asset is at an attractive price. This gives us some flexibility to buy if prices move to cheaper levels. I may from time to time add cash if I see opportunities - particularly if the markets drop. 𝙔𝙤𝙪𝙏𝙪𝙗𝙚 𝙄𝙣𝙩𝙧𝙤𝙙𝙪𝙘𝙩𝙞𝙤𝙣 𝙑𝙞𝙙𝙚𝙤 youtu.be/Nr0LB69cSjY?si=jabkqZa7Hp5lC7Bo 𝘾𝙤𝙥𝙮𝙞𝙣𝙜 𝙩𝙝𝙚 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 •Minimum $300 to copy fully •Set stop loss to 75% (-25%. It's very unlikely that it will drop this much) •If you choose to copy: 1) Invest what you can afford 2) Be prepared to copy for one year + 3) Add funds when you can $SPX500 $UK100 $FRA40 $GER40 $ESP35

5 Mentioned

SPX500

UK100

FRA40

GER40

ESP35

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