Hello to all my copiers and followers π
Renewed tensions between US and Iran have again weighed on the markets, as has the semi-conductor sell off.
As a result, the portfolios progress this year remains slow. However, we are making small steps forward and I am continuing to add to the portfolio where I believe there are long term opportunities. As I focus on the long term, I see the recent βflatβ progress as just a temporary hold back and I am not overly concerned.
Q2 earnings season is now underway, and market expectations are high. So even strong reports could trigger some profit taking sell offs. There is still a good chunk left in our cash position, so I will be watching closely for any bargains to add to our portfolio or increase positions further over the next few weeks.
Later this month we also have both the FED FOMC and BOE MPC, where a hold in interest rates is widely predicted. So, the next few weeks will be busy and most likely volatile. All good fun! π
As always, a big thank you to you all, for your trust and support on here π
All the best, Jen π
Scheduled Earnings Release Dates (all subject to change):
16th July GE
22nd July GOOG
UK CPI
23rd July INTC & TTE.PA
24th July AXP
28th July V
28/29 July FED FOMC
29th July MSFT & META
30th July AAPL, AMZN, SHE.L, RR.L, BA.L
BOE MPC
US PCE
4th August AMD, CAT & BP.L
5th August LLY, SHOP & GLEN.L
6th August NVO, CEG, YETI & RHM.DE
... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Keeping a simple, patient approach through quieter stretches is often what quietly does the heavy lifting over time.... 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 Aug 16 2026 16:03:51 GMT+0000 (Coordinated Universal Time)
