Keshav Lohiya @KeshavLohiya: "📊 Q2 Portfolio Update: Risk..."

United Kingdom

📊 Q2 Portfolio Update: Risk Management & Rebalancing Hi everyone, We wrapped up Q2 by making some decisive, strategic changes to our portfolio yesterday. Specifically, we have fully exited $VG (Venture Global Inc) and scaled out the bulk of our $LYB (LyondellBasell Industries NV) position. 1. The Oil Thesis & Market Reality In hindsight, the optimal move would have been exiting our oil-related positions two months ago. While our structural thesis remains—that oil supply chain disruptions will persist despite the US-Iran MOU—we must always respect price action. Market momentum is currently fighting our thesis, and as an Elite Investor, my priority is capital preservation over being "right." 2. Q2 Performance & Drawdown Current YTD: ~29% Peak YTD: 43% While a drawdown from our peaks is never ideal, a 29% YTD return keeps us firmly beating the broader markets. We do not remain married to positions when the macro environment shifts. 3. What’s Next for H2? By cutting our biggest portfolio drags, we have unlocked 25% cash. This gives us immense dry powder. We are entering the second half of the year highly liquid, objective, and ready to deploy capital into fresh, high-conviction ideas to reclaim our YTD peaks. Thank you to all my copiers for your continued trust. Discipline beats emotion every single time. What are your thoughts on H2? Let's discuss below! 👇 Best, Keshav

Not investment advice. The author may have financial interests in the mentioned instruments.

2 Mentioned

Venture Global Inc

LYB

LyondellBasell Industries NV

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