November report:
I've finished November with 2,12% upside. Year-to-day return is 32,7% and two-year return is 89,29%. Assets under copy have grown for 1.120.000 $ and now they are at 3.690.000 $ same as number of copiers +276 and now I have 991 copiers. Copiers profitability is now at 80,37%.
I've opened a new position and it is iShares Treasury Bond 0-1 year ETF. This is my first venture outside of the stock market and my portfolio is now made up of only 99,68% stocks.
We have recived dividends from:
British American Tobacco
Verizon Communications
Future plans:
Since I am very busy studying for my Elite Investor exam, I do not have much time scanning the market, but as far as I can tell everything looks overvalued to me and I don't wanna gamble with all of your guys' money, so I am prolonging adding new funds to my portfolio. I am sure there are some stocks worth buying but it just takes time to find them and currently I am a little but busy. So I'll be adding more of the already mentioned ETFs to my portfolio as a safe investment.
... Show More
That's a fantastic November, +2.12% is great and your 32.7% YTD return is really impressive.
Smart move adding the iShares Treasury Bond ETF for a little diversification. Good luck with the Elite Investor exam! It's wise to hold back and be patient until you find solid opportunities. Protecting... Show More
I agree that a large part of the market currently looks overvalued. In this context, being selective, moving gradually, and using ETFs as a defensive anchor is a reasonable approach until better opportunities emerge.... Show More
Hi @Drcmart.
Iām interested in copying your trades as I appreciate your long-term and risk-managed approach.
Could you please let me know if you recommend a minimum capital to copy your strategy properly?
Thank you!... Show More
1 reply
.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sun Jan 18 2026 00:34:52 GMT+0000 (Coordinated Universal Time)
