Omar Ben Ayed @Benaymo23: "𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗿𝗲𝗰𝗮𝗽 – 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟱 Welcome..."

United Kingdom

𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗿𝗲𝗰𝗮𝗽 – 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟱 Welcome everyone, thank you all for your trust as we breach the 1000 copiers mark. We closed out August with a +3.79% gain, the following are ideas that will be driving the portfolio's future: 𝗦𝘁𝗼𝗰𝗸𝘀 In August I added weight mainly into pharmaceuticals and healthcare stocks, this is to better position us for recessionary times: + $DSY offers steady exposure to engineering software and industrial digitization. + $RVTY (Revvity Inc ) (life sciences & diagnostics) is a defensive growth name. + $ARKG (ARK Genomic Revolution ETF) adds a higher-volatility innovation angle, with genomics positioned for long-term disruption. + $NOVO-B.CO (Novo Nordisk B A/S) remains a core healthcare and obesity-treatment play, with robust fundamentals. 𝗕𝗼𝗻𝗱𝘀 I continue to like mortgage-backed securitiess near 5% yield. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 Global monetary policy remains the key driver. With both easing cycles and fiscal supports in play, we are positioned to deal with either dovish or hawkish stances.

3 Mentioned

RVTY

Revvity Inc

ARKG

ARK Genomic Revolution ETF

NOVO-B.CO

Novo Nordisk B A/S

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