Ingvar Rueckemann @ingruc: "Hi copiers and followers, You might..."

Sweden

Edited

Hi copiers and followers, You might have already seen a little trading activity in the portfolio in the last days: 🔄 We are currently recycling some of our capital! That means: selling winners, buying new value stocks! 🙌 ⏰ Why now? After what has been a very strong year so far for the portfolio, some stocks are approaching their fair value, meaning they are ready for harvest. 📉 At the same time the market has begun to correct mildly - a healthy pause in my opinion. The good part: some single stocks are becoming attractive again. ✅ A little more than 10% of the portfolio has already been rotated in the last days. From winners such as $SIG (Signet Jewelers LTD) , $ABDN.L (abrdn PLC) , to what I believe are very promising new opportunities such as $BTG.US (B2Gold Corp) and $EEFT (Euronet Worldwide Inc.) . I plan to do some more capital recycling and re-balancing in the portfolio in the weeks ahead, of course always subject to market conditions. 🌟 It is an excellent time to prepare the next generation of performers! I will also share some more perspective on the market in the near future, stay tuned! Have a great weekend! Ingvar

4 Mentioned

SIG

Signet Jewelers LTD

ABDN.L

abrdn PLC

BTG.US

B2Gold Corp

EEFT

Euronet Worldwide Inc.

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