𝙒𝙀𝙀𝙆𝙇𝙔 𝙋𝙊𝙍𝙏𝙁𝙊𝙇𝙄𝙊 𝙐𝙋𝘿𝘼𝙏𝙀 (𝟭𝟴𝙩𝙝 – 𝟮𝟰𝙩𝙝 𝙈𝘼𝙍)
📈 Down 0.36% last week
✅ Our biggest portfolio contributor so far being $IDT (IDT Corporation) at a change of 65.52%!
💰 Portfolio Up 2.65% MTD!
💡 𝙇𝘼𝙎𝙏 𝙒𝙀𝙀𝙆: Despite the FEDs interest rate update our portfolio remained fairly quite and uneventful. The wider market shows more exuberance however on a much more subdued level when compared to other recent rate announcements. Which we can only speculate on the future this lesser reaction seems to indicate a little apprehension in the believe the FED will cut rates significantly in 2024. As always, this information can prepare us for future price movements, but will never influence our investment decisions.
💡 𝙏𝙃𝙄𝙎 𝙒𝙀𝙀𝙆: Being a quiet week is not unusual and is likely something we can expect over the next month, with little economic activity expected until the next earnings season. This being said, we will continue to monitor for changes in our investments and new potential opportunities should they arise.
Please consider following or copying me and feel free to ask me any questions! It's going to be volatile year but be patient and we'll see what the coming years will bring us.
www.etoro.com/people/davidbumpstead/portfolio
For articles and insights into value investing and my investment strategy please visit www.amalgamated-value-investing.com/$SPX500$NSDQ100$UK100$GER40... Show More
