VictorQues @VictorQues: "Week 21 of 2024 has..."

Belgium

Edited

Week 21 of 2024 has been quite a good week. My portfolio wen up -2.20% May: +3.71% 2024: +6.35% After 2 good weeks in May third week has been more challenging. The portfolio went down with very little recovery on Friday. On Friday I also added capital in my portfolio as I do the around the 24th of every month. Although the portfolio went down, I close some positions to take the profit or to reduce the impact of going down, all close positions were done in positive: $SZG.DE (Salzgitter) +4.76% after 5 days. I re-open a position after deeper drop a the end of the week. $LH (Laboratory Corp Of America Holdings) +2.48% after 13 days. Again, I also re-opened a position at the end of the week after deeper drop. $MTS.MC (ArcelorMittal) 0.38% after 5 days $UVV (Universal Corp/VA) +3.99% after 48 days $LKQ (LKQ Corp) 0.95% after 5 days re-opened position end of the week after avoiding deeper drop $WBS (Webster Financial Corporation) +0.97% after 28 days $MSCI (MSCI Inc) +1.8% after 8 days $EG (Everest Group Ltd) +7.04% after 30 days $SBUX (Starbucks Corporation) +7.89% after 15 days $CVS (CVS Health Corp) +0.98% after 9 days I still think this can be interesting asset. I will keep an eye, but it seems I does not have steady move up. I manage to cash some small increase in short holding time. $CS.PA (AXA Group) +4.25% after 18 days $UNH (UnitedHealth) 2.06% after 85 days. Here I closed my last position on this asset. As you can see, I keep my strategy combining short-medium investment with longer term investment focusing on companies that are giving dividends. New open positions: INW.MI I added a second position on this asset it is quite low, and I think it has potential NKE also adding a second position, I think the asset is quite low now FXPO.L, WBA (2 positions), DIN, LH (2 positions after drop), SYY, LKQ, BP.L, BMW.DE, MBG.DE. STLAM.MI (re-opening a position after drop), SZG.DE (new position after drop) Dividends cashed this week: STJ.L, INW.MI Thanks for your attention. Victor

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