Kenneth heston Bardales @khbardales: "📣 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 –..."

Peru

📣 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 – 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 🌱 • 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗥𝗲𝘁𝘂𝗿𝗻: -5.27% • 𝗬𝗧𝗗: +21.40% 𝗧𝗼𝗽 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗼𝗿𝘀 (𝗠𝗧𝗗): • Merck & Co. (MRK): +27.85% • Barrick Mining Corp (B): +21.06% • VanEck Vectors Gold Miners ETF (GDX): +13.55% 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗗𝗲𝘁𝗿𝗮𝗰𝘁𝗼𝗿𝘀 (𝗠𝗧𝗗): • Strategy Inc (MSTR): -33.84% • Cardano (ADA): -30.32% • ZEPP Health Corp.-ADR (ZEPP): -25.86% 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 This month the portfolio recorded a negative return while the year to date performance remains robust. Strong contributions from healthcare and mining helped cushion the portfolio during a challenging period for selective growth and digital assets. Merck outperformed on solid fundamentals and favorable sector dynamics, while Barrick and the gold miners benefited from commodity strength and risk hedging flows. Losses were concentrated in a few high volatility positions which amplified downside in the month. Our disciplined sizing and hedging framework limited drawdowns and preserved optionality. Going forward we will monitor earnings revisions, commodity trends and interest rate signals to adjust exposures where probabilities of asymmetric reward improve. The focus remains on quality names with durable cash generation and margin resilience while remaining ready to capture opportunities created by short term dislocations. 𝗕𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸 𝗖𝗼𝗻𝘁𝗲𝘅𝘁 — VOO (S&P 500): +16.23% YTD | QQQ (NASDAQ 100): +20.36% YTD 📄 Fact sheet: bullaware.com/etoro/khbardales 💡 This portfolio is structured for long term growth with a multi year horizon. Thank you for your continued trust and support.

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