Dear partners,
This is the portfolio's monthly update reflecting all changes taken place in April 2026, reflected at the start of May 2026:
Current asset allocation by market sector:
- Finance: 20.04%
- Consumer non-durables: 14.13%
- Technology Services: 9.34%
- ETFs: 21.78%
- Consumer Services: 7.31%
- Retail Trade: 2.04%
- Distribution Services: 3.45%
- Process Industries: 2.03%
- Producer Manufacturing: 2.1%
- Electronic Technology: 2.12%
- Industrial Services: 1.65%
- Consumer Durables: 1.52%
- Health Technology: 0.98%
- Miscellaneous: 1.73%
Liquid cash: 12.24%
War chest assets: 10% of portfolio's current net worth
Ratio of dividend paying to non-dividend paying positions:
76.92% : 23.08%
Portfolio's current standard deviation:
4.31% (as of May 2026, decreased from April)
Thank you for your continued vote of confidence, and all the best in your investment/trading endeavors.
Alderique.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sun Aug 09 2026 17:29:00 GMT+0000 (Coordinated Universal Time)
