Thomas Roddy @ThomasRoddy: "𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲! 📊 I hope you’re..."

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𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲! 📊 I hope you’re doing well. I wanted to take a moment to share an update on the recent portfolio rebalance I conducted this week. Here’s a quick overview of the adjustments and my rationale! 📊 𝙄’𝙫𝙚 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙚𝙙 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙩𝙤 𝟭𝟬𝟬% 𝙬𝙝𝙞𝙡𝙚 𝙠𝙚𝙚𝙥𝙞𝙣𝙜 𝙩𝙝𝙚 𝙤𝙫𝙚𝙧𝙖𝙡𝙡 𝙧𝙞𝙨𝙠 𝙥𝙧𝙤𝙛𝙞𝙡𝙚 𝙪𝙣𝙘𝙝𝙖𝙣𝙜𝙚𝙙 (𝙣𝙤 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙚 𝙞𝙣 𝙫𝙤𝙡𝙖𝙩𝙞𝙡𝙞𝙩𝙮 𝙤𝙧 𝘽𝙚𝙩𝙖). I've managed to do this by increasing the diversification of the portfolio and reduced exposure to some larger, concentrated positions (IGIC, VIRT, BTI, TWLO, INTA) and diversified by adding a wider range of stocks with similar risk-return profiles. New additions include Philip Morris (PM), HSBC, Raytheon (RTX), Unum (UNM), and Mizuho (MFG). 🌎 All in line with my strategy. On the other hand, I decided to trim some underperforming or less attractive positions. PGR, CCL, MU, and PNC didn’t appear to justify the associated risks any longer. Additionally, I sold Tyson Foods (TSN). While I believe it holds potential, it currently lacks the momentum I’m seeking. I’ll continue to monitor it closely. 👀 I've also had to trim some profits on $BTC (Bitcoin) to bring down the overall volatility of the portfolio given new changes. I’ve also increased our position in VIRT, which remains an excellent hedge with exposure to financial trading, volatility, and crypto markets. Virtu Financial’s business model makes it particularly well-suited for turbulent market environments. VIRT thrives on trading activity, benefiting from volatility across asset classes. In terms of tech, I added $META (Meta Platforms Inc), $AMZN (Amazon.com Inc), and $GOOG (Alphabet) to the portfolio. While these companies are already well-established with high valuations, their reasonable PEG ratios and alignment with the future tech landscape make a strong case for their inclusion. 💻📈 Regarding international equities, I sold off ETFs for Japan, Brazil, Taiwan, and India. These positions were profitable overall but had been weighing on portfolio performance recently. I’ve reallocated to VEU (All-World ETF) for broader exposure, though this adjustment results in a net decrease in non-US investments. 🌐 Looking ahead, I don’t anticipate making any significant moves in the next three months. My focus will be on taking profits where appropriate and ensuring the portfolio’s risk remains well-managed. If you have any questions or would like to discuss this further, please don’t hesitate to Comment 😊 $SPX500 (SPX500 Index (Non Expiry)) $NSDQ100 (NASDAQ100 Index (Non Expiry))

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