Andrei Tudorache
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐™Ž๐™š๐™ฅ๐™ฉ๐™š๐™ข๐™—๐™š๐™ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ๐Ÿ”น Dear copiers, Although uneventful in terms of buys, August has been the second-best month this year when it comes to the performance, with a 4.17% increase, getting the YTD level to 16.36% while also holding a good cash position ready to take advantage of opportunities - especially some spotted in oil now that may soon materialize into buys. Still, weโ€™ve also seen big improvements in the Fedโ€™s rate cuts approach following Powellโ€™s Jackson Hole remarks, which are a catalyst that Iโ€™ve positioned the portfolio for over the last few years. Weโ€™ve also seen good advancements with $CELH (Celsius Holdings Inc.) following the $PEP (PepsiCo) deal, which is a position that has more than doubled in less than a year when I was calling it a strong buy. Right now, Iโ€™m looking forward to adding some new positions in stocks that have recently reached much more interesting levels following Trumpโ€™s tariffs and the overall uncertainty around the economy/recession/rate cuts/etc., so we might see more eventful months ahead. If you have any questions or suggestions, donโ€™t hesitate to let me know! ___________________________________________________ โš–๏ธ If you would like ๐ฅ๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ exposure to global value investments and dividends, consider copying my portfolio. Read the pinned post for more details. ___________________________________________________ ๐Ÿ“Œ ๐Ž๐ญ๐ก๐ž๐ซ ๐ฉ๐จ๐ฌ๐ญ๐ฌ: ๐Ÿ‘‰ Handbook for Copiers: etoro.tw/3XvWfpA ___________________________________________________ ๐Ÿ“Œ ๐Ž๐ญ๐ก๐ž๐ซ ๐ฅ๐ข๐ง๐ค๐ฌ: YouTube channel: www.youtube.com/channel/UCLqygB-tDDzP8HcNDV0k7ig
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