Dear Copiers and Followers,
For the month April '24 we have just updated the portfolio. Rotating those shares that are no longer Outperform with new ones that have become Outperform and making other changes when necessary.
This month we are adding just one new share. This is $TTE (TotalEnergies SE-ADR) TotalEnergies which is an Outperform.
This month only $TWEKA.NV (TKH Group) is a sell which we have sold with a nice profit.
Given that Momentum remains positive we also have a tilt towards higher beta shares.
March 2024 was another good month for us with a gain of 4.86%. This brings the YtD for 2024 to 15,95% which is a very strong start to year.
Great to notice that every single year that we have been active has been a positive result for the year. Green candles for 2021, the very difficult year 2022, 2023 and now 2024. 2024 is off to a great start as shares in general have rebounded and ours in particular.
Building a portfolio that can handle all market conditions and remains flexible is key.
... Show More
