OWH2000 @OWH2000: "🚨 𝗝𝘂𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 🚨 Hello..."

@OWH2000

United Kingdom

Edited

🚨 𝗝𝘂𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 🚨 Hello Followers and Copiers, As we kick off July, it's time for our monthly portfolio review. Despite a challenging market, we've maintained our adaptive strategy to navigate the evolving economic landscape. 𝗝𝘂𝗻𝗲 𝗥𝗲𝗰𝗮𝗽: We closed June with a 2% gain. While positive, this slightly underperformed compared to the broader market, with $SPY and $QQQ seeing gains of nearly 3% and 5% respectively. Remember, our strategy focuses on long-term stability and risk management, not just short-term gains. 𝗝𝘂𝗹𝘆 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻𝘀: Based on our updated analytical models, we've made strategic adjustments to our portfolio: 𝗧𝗼𝗽 𝗟𝗼𝗻𝗴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀: $HL.L (Hargreaves Lansdown): 20.0% GOOGL: 16.4% AMAT: 9.7% RUN: 4.3% GE: 3.2% 𝗧𝗼𝗽 𝗦𝗵𝗼𝗿𝘁 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀: $TM (Toyota Motor Corporation-ADR): -20.0% DQ: -13.5% CRNT: -6.2% SMCI: -4.7% These allocations reflect our balanced approach, with carefully selected longs for growth and strategic shorts to hedge against potential market corrections. 𝗘𝘅𝗶𝘁𝗲𝗱 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀: We've completely exited several positions, including AEHR, PG, PSX, QQQ, SPWR, and SPY. This streamlining allows us to focus on our highest-conviction plays. 𝗘𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝗝𝘂𝗹𝘆 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: Expected Portfolio Return: 9.29% Expected Portfolio Volatility: 3.71% These projections reflect our balanced approach, aiming for strong returns while managing risk. As you can see from the chart, we're maintaining a 56% long to 44% short position ratio. This balanced approach is designed to capture upside potential while providing downside protection in case of market turbulence. The bar chart shows our individual stock allocations, clearly illustrating our largest long positions (HL.L, GOOGL, AMAT) and short positions (TM, DQ, CRNT). 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗙𝗼𝗿𝘄𝗮𝗿𝗱: While our June performance slightly trailed major indices, remember that investing is a marathon, not a sprint. Our strategy is designed to weather various market conditions, not just chase short-term gains. July may bring challenges as we navigate ongoing economic uncertainties, but I'm confident in our ability to adapt and thrive. We'll continue to monitor market trends closely and make adjustments as necessary. Thank you for your continued trust and partnership. Let's embrace the opportunities that July brings and continue our journey towards sustainable, long-term success. Stay tuned for more updates and analyses. As always, invest wisely and stay informed!

4 Mentioned

SPY

SPDR S&P 500 ETF

QQQ

Invesco QQQ

HL.L

Hargreaves Lansdown

Toyota Motor Corporation-ADR