Thomas Priestley @Tom1313: "𝗚𝗿𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗡𝗼𝘁𝗲 , 🌱 Briefly..."

United Kingdom

𝗚𝗿𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗡𝗼𝘁𝗲 , 🌱 Briefly summarizing what I’ve been up to this week; portfolio up +3.6%, +38% YTD. 𝗕𝘂𝘆𝘀 💰 $0968.HK (Xinyi Solar Holdings Ltd) ☀️ - The world’s largest solar glass manufacturer has been out of the portfolio for a while as shares slid in price over the last few years, with a supply glut and high interest rates weighing heavy. As these factors wane, and the rollout of solar continues apace, alongside the Chinese market showing promise (but not at the same ATH’s as the US), I’m happy to start a position here again. 𝗦𝗲𝗹𝗹𝘀 💸 $NDA.DE (Aurubis AG) ♻️ - Shares in the copper recycler spiked higher over the last couple of weeks, hitting a take profit level. Perhaps higher as a result of the issues outlined last week with $FCX (Freeport-McMoRan Inc) . If we get a pullback to retest the breakout, I would be inclined to buy back in. 𝗪𝗮𝘁𝗰𝗵𝗹𝗶𝘀𝘁 👀 Still interested in materials and basic resources, $COPX (Global X Copper Miners Etf) / $LIT (Global X Lithium & Battery Tech ETF) . But mindful that seasonal pullback hasn’t quite materialized this year. 12.7% on the sidelines should we get an opportunity to deploy into year end. 📝 Keeping this brief to encourage it to become a more regular posting style. 𝗧𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗯𝗿𝗶𝗴𝗵𝘁, 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗴𝗿𝗲𝗲𝗻. 🌱 Thanks, have a great week, @Tom1313 ✌️ 🫶