Dimitrios Bakolas @dbakolas: "July 2026 Performance Update: Dear copiers..."

Greece

July 2026 Performance Update: Dear copiers and followers, Following the choppiness of June, July has mostly returned to where it was in May and almost eliminated last month's drawdown, as the portfolio is designed to do. Specifically, the month closed at +4.32%, bringing the year-to-date number to +15.13%. Inter alia, the portfolio's goal was and is 14% and we are already there, with 5 more months to go. The portfolio continues outperforming the $SPX500 in all time horizons. Specifically, since inception (02/12/2019), we are at +157.64% vs +147.49% for the SP500, in the last 12 months rolling at +26.04% vs the SP500's +20.19% and YTD +15.13% vs13.42%. The risk score remains at 3 using the platform's system and the drawdowns, when present, remain consistently smaller and narrower than the SP's. In July, we had no major portfolio moves, apart from the obligatory reinvestement of accrued dividends in new positions. Uncharacteristically, one of those was $SPOT (Spotify Technologies SA) , which isn't a dividend payer but, at -30% sale was too good to pass. While July has always been slower than other months in regards to dividends, this year was a bit better than all previous Jylys, owing to having acquired more dividend assets and letting them work. As I emphasize regularly: every single cent of these incoming payouts will be systematically reinvested and rediversified globally. This continuous cash-flow recycling is what fund-allocates our new positions and drives the long-term compounding machine forward without requiring fresh capital injections from copiers, though of course these always help the pot increase faster The Horizon This portfolio is my actual retirement money. I have real skin in the game, and I manage it with the clinical precision required to protect and grow long-term wealth. If you prefer steady, predictable structural alpha over casino-style volatility, you are welcome to copy and grow with us. Minimum recommended copy: 500$ with "Copy Open Trades" checked.

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

2 Mentioned

SPX500

SPX500 Index (Non Expiry)

SPOT

Spotify Technologies SA

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