Tautvydas Valatka @JKHighLight: "📊 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐂𝐡𝐚𝐧𝐠𝐞𝐬: 𝐌𝐚𝐲 My..."

Lithuania

📊 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐂𝐡𝐚𝐧𝐠𝐞𝐬: 𝐌𝐚𝐲 My strategy is based on monthly rebalancing, where I typically make around 3 changes and then keep the portfolio unchanged until the next cycle. With more people copying the portfolio, I’ll now share a short monthly update explaining what I’m changing and the reasoning behind it. Each month, I run my calculations to evaluate market direction, identifying the strongest and weakest sectors and regions, and adjust the portfolio accordingly. 𝟏. 𝐄𝐧𝐞𝐫𝐠𝐲 𝐬𝐞𝐜𝐭𝐨𝐫 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞 The data confirmed a strong upward trend in the Energy sector. My strategy indicated a target exposure of ~20% (around 5 positions), while I previously held only two. To begin adjusting, I added $FET.US (Forum Energy Technologies Inc) At the same time, weakening momentum in Financial Services led me to replace $FOBANK.CO (Foeroya Banki PF) with this new position. 𝟐. 𝐉𝐚𝐩𝐚𝐧 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞 𝐚𝐝𝐝𝐞𝐝 With the addition of Nikkei 225 stocks on eToro, my strategy immediately flagged the need for exposure. I added $5801.T (Furukawa Electric Co. Ltd.) , replacing $RR.L (Rolls-Royce) This was a long-term holding (~20 months) with over 150% return. 𝟑. 𝐒𝐡𝐢𝐟𝐭 𝐚𝐰𝐚𝐲 𝐟𝐫𝐨𝐦 𝐂𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐃𝐞𝐟𝐞𝐧𝐬𝐢𝐯𝐞 Momentum in the Consumer Defensive sector declined, so I removed $LAUR (Laureate Education Inc) This allowed me to increase exposure to both Technology and the US by adding $LITE (Lumentum Holdings Inc) , currently one of the strongest momentum performers. $SPX500 $NSDQ100 $GOLD $BTC

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