Dear Investors, I hope this finds you well. I will keep this one short and sweet, since I will be posting again in a week's time with more about my thoughts on the year ahead. This will cover my strategy going forward, what stocks and sectors I am keeping an eye on and a general plan for the portfolio.
๐ ๐๐ค๐ฃ๐ฉ๐๐ก๐ฎ ๐ช๐ฅ๐๐๐ฉ๐: December
๐พ๐ช๐ง๐ง๐๐ฃ๐ฉ ๐จ๐ฉ๐๐ฉ๐จ:
๐ December Return: -0.18%
๐ Year-to-Date (YTD) Return: 4.22%
๐ Copiers' Profitability: 98.96%
๐ 2 Year Return: 53.42%
(Correct at time of writing)
๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐ช๐ฅ๐๐๐ฉ๐:
No santa rally for us this year, with the portfolio slightly down -0.18% in the last month of the year after 4 consecutive green months. All in all an uneventful month for the portfolio, with no concerns or big moves either way.
A little bit of tinkering with a few holdings, BTRW.L to remove tiny positions that knock the copy out of sync. Canadian Pacific was completely closed out. This stock had been a drag on the portfolio for the last year, with no real signs of movement, so I decided to move on. Similarly, the TLT position has been sold out in favour of IEF. On top of that, there were a few small increases to existing positions and one new holding, Constellation Energy (CEG), the largest U.S. producer of carbon-free electricity, focused on nuclear power and clean energy solutions for businesses and communities.
๐๐๐ฌ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
CEG
๐๐ฃ๐๐ง๐๐๐จ๐๐ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
UBER
IB01.L
MA
GRG
๐ฟ๐๐๐ง๐๐๐จ๐๐ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
ASML.NV
INMD
LEN
BTRW.L
๐พ๐ก๐ค๐จ๐๐ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
TLT
CP
Feel free to ask any questions you may have, and I will reply as soon as I can.
For anyone who would prefer to private message, you can do so on LinkedIn: www.linkedin.com/in/courtney-franklin-16564a2a0
For more stats on my portfolio, check out: bullaware.com/etoro/Cfranklin89
Kind regards,
Courtney
... Show More
Hi Courtney, Iโm planning to copy you with โฌ5,000. To help me manage my expectations, do you personally make regular monthly deposits into this account, or is the capital you have in there now mostly fixed?
If you do add funds regularly, by what average percentage do you increase your balance each month?... Show More
2 replies
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