Dear Investors, I hope this finds you well.
Firstly, I want to address my recent lack of online presence. Work has been busier than usual, and life has been hectic in general the last month, along with my 2-year-old daughter still teething and not sleeping (Iโm sure one of you guys said it gets easier? ๐ ๐).
But more to the point, I want to reinforce that my focus on this portfolio is constant. I keep up to date with holdings and broader market news; our interests are 100% aligned.
The clearest evidence of this is that all my savings, outside of my pension, are invested here on eToro alongside yours.
Months like this are why I invest the way I do, long-term value in predominantly time-tested companies.
Now for the portfolio update for last month.
๐ ๐๐ค๐ฃ๐ฉ๐๐ก๐ฎ ๐ช๐ฅ๐๐๐ฉ๐: September
๐พ๐ช๐ง๐ง๐๐ฃ๐ฉ ๐จ๐ฉ๐๐ฉ๐จ:
๐ September Return: 4.79%
๐ Year-to-Date (YTD) Return: 22.52%
๐ Copiers' Profitability: 99.66%
๐ 2 Year Return: 201.95%
(Correct at time of writing)
๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐ช๐ฅ๐๐๐ฉ๐:
Another great month, up 4.79%, with the S&P500 also up 3.5%.
The front-runners in the portfolio were $MU (Micron Technology, Inc.), up over 40% on strong earnings and guidance, along with analyst upgrades; $ASML.NV (ASML Holding NV), up over 30% for the same reasons; and Salzgitter, up over 17% on protectionist policies on cheap imported steel and analyst upgrades.
There has been little activity in the portfolio this month. The main change is COF out and $Crox in, along with increasing/decreasing a few existing holdings.
Going forward, we have the upcoming Fed meeting, and earnings season is upon us, so I will be keeping an eye on them for any signs of weakness to deploy our cash.
๐๐๐ฌ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
CROX
๐๐ฃ๐๐ง๐๐๐จ๐๐ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
IEF
$UBER (Uber Technologies Inc.)
๐ฟ๐๐๐ง๐๐๐จ๐๐ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
GS
๐พ๐ก๐ค๐จ๐๐ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
COF
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
Great update, Courtney โ and thank you for taking the time to keep us in the loop despite your crazy schedule (and your little โnight-shift supervisorโ at home ๐ ).
Your transparency and long-term focus are what make this portfolio worth following.
Appreciate the effort โ and hope those sleepless teething... Show More
After 2 years and 6 months you will see difference, as soon as your daughter starts thinking. It will be a pleasure. Time between now and school. Take her out everywhere. Very important. Now is the time. Your portfolio if not the best performer, has a balance. In diamond tier People don't want... Show More
Growth and safety, i like the balance :) This is the key for long term compounding. Also, good luck for your daughter!... Show More
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Sun Apr 19 2026 08:48:07 GMT+0000 (Coordinated Universal Time)
