Marko Matinlauri @Spetvel: "Welcome to my new copiers,..."

Finland

Welcome to my new copiers, and a genuine thank you for your trust. It means a lot. A quick introduction to what you are copying: this portfolio runs a multi-strategy approach combining dividend growth stocks and undervalued companies. The goal is steady compounding through both price appreciation and dividends while staying resilient across different market conditions. No trend chasing, no sudden direction changes, no reacting to headlines. On current markets: yesterday's FOMC decision kept rates unchanged at 3.50-3.75% as expected, but the dot plot turned notably hawkish with 9 committee members now projecting at least one rate hike before year end. $SPX500 dropped 1.21% on the news. My portfolio is down 0.45% this month, which I see as normal consolidation and a healthy pause after a strong run, not a cause for concern. This kind of macro volatility is exactly what the strategy is built for. Higher for longer rates tend to favour dividend growth companies with real cash flows and undervalued stocks with a margin of safety over speculative growth names. I am cautiously optimistic on the broader market and currently watching the energy sector closely for new opportunities, with existing positions there already like $VST (Vistra Corp) and $FSLR (First Solar, Inc.) . I am also looking at selectively increasing European exposure where valuations make sense. The real edge is rarely doing more. It is staying consistent, avoiding emotional decisions, and giving time the chance to work. Questions about the strategy or any position? Reach out. Transparency is part of how I operate.

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