fvsapia
...and also August has gone past and is archived in the green area, despite the turbulence caused by the latest $NVDA (NVIDIA Corporation) results and the drop of $NSDQ100 at the beginning of the month! The secret of the portfolio this year? A strong diversification and long term outlook, mixed with fast growing, which allows high likelihood of long term value at lower $JNJ (Johnson & Johnson) An example? The investment in medical device, which is a sector projected to keep growing in the coming years, and that historically has limited losses in hard moments. The portfolio, in fact, has positions in $ISRG (Intuitive Surgical Inc) , $SYK (Stryker Corp) , $MDT.US (Medtronic PLC) , $TMO (Thermo Fisher Scientific Inc) and $JNJ . In the coming months I will continue with this diversified strategy, to be able to leverage the likely interest rate cut, but at the same time to have a strategy to absorb additional likely turbulence and front winds that we will experience. All the best to everyone :)