Courtney eveston Franklin
Dear Investors, Merry Christmas and a Happy New Year to all. As another year comes to an end, I want to thank everyone who stuck with me for another year and, of course, those who have just started to copy the portfolio. I will be doing a yearly summary of the year's ups and downs, positives/negatives and forward-looking post in the next week or so; this post is your usual monthly update. If there is anything you would like me to cover in the annual review, please leave your questions below. ๐Ÿ“… ๐™ˆ๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š: November ๐˜พ๐™ช๐™ง๐™ง๐™š๐™ฃ๐™ฉ ๐™จ๐™ฉ๐™–๐™ฉ๐™จ: ๐Ÿ“ˆ November Return: 2.61% ๐Ÿ“ˆ Year-to-Date (YTD) Return: 26.9% ๐Ÿ“Š Copiers' Profitability: 98.73% ๐Ÿ“ˆ 3 Year Return: 212.74% (Correct at time of writing) ๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š: Last month, the portfolio achieved a gain of 2.61%, outperforming the $VOO (Vanguard S&P 500 ETF), which posted a 0.13% return. Salzgitter carried the portfolio in November with a fantastic 27% gain, UBS doubled their price target, steel prices were expected to rise, along with multiple analyst upgrades from hold to buy. There's nothing really to shout about elsewhere, with the rest being flat or slightly down. Notable adjustments to the portfolio last month were the continued closure of Canadian Pacific and exiting MU, which, of course, has continued to rally, but we made a nice profit on the stock of around 140%, so no complaining there. Money moved to the structurally resilient and highly diversified $MA (Mastercard), and lastly, a 5.5% position in short-term bonds; this is mainly because copiers do not earn interest on cash within the copy, so I will hold cash here until I allocate the funds. The most significant economic news of the month was the end of the US government shutdown, which removed one source of macroeconomic uncertainty, causing the S&P500 to drop by around 4.5% before going on to set a new all-time high. So, apart from any unforeseen events, it looks like we will be ending the year at all-time highs. ๐™‰๐™š๐™ฌ ๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ๐™จ: IB01.L MA ๐™„๐™ฃ๐™˜๐™ง๐™š๐™–๐™จ๐™š๐™™ ๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ๐™จ: UBER $ETRO $AMZN (Amazon.com Inc) ASML SPGI ๐˜ฟ๐™š๐™˜๐™ง๐™š๐™–๐™จ๐™š๐™™ ๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ๐™จ: CP ๐˜พ๐™ก๐™ค๐™จ๐™š๐™™ ๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ๐™จ: MU Feel free to ask any questions you may have, and I will reply as soon as I can. For anyone who would prefer to private message, you can do so on LinkedIn: www.linkedin.com/in/courtney-franklin-16564a2a0 For more stats on my portfolio, check out: bullaware.com/etoro/Cfranklin89 Kind regards, Courtney
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