Mentioned
NASDAQ100 Index (Non Expiry)
NSDQ100
416.27 (1.46%)
28854.93
28859.27
SPX500 Index (Non Expiry)
SPX500
67.34 (0.93%)
7323.61
7324.71
Joseph Greenwood
Joseph Greenwood
United Kingdom
1mo
Edited
Positions closed / trimmed, last 7 days I've noticed an increase in new followers recently, so I guess my performance since the start of 2025 has made me appear on a few stats tables. Below is an update of recent movements in the portfolio. Since 30th April, I've closed or trimmed some positions, bringing down the equity invested in stocks to around 57%, with the remainder either in cash or bonds ready for reallocation next time the market is oversold. The positions closed were either overbought in moderately overbought conditions (In which case I trimmed 50% of total equity) or no longer reach valuation criteria and met conditions to be completely closed. These are the positions closed or trimmed: INDV +24% ROAD +17% EL -12% LFST +27% FTRE -11% WEAV +19% FTRE +10% PHIN +53% IVZ +18% COTY +6% If the market continues upwards, I will trim further positions. This could become more substantial if we see a significant rise. We are now seeing the possibility that this rise could be coming near to an end. If this turns out to be true, we'll be in neutral conditions again, and I'll then be waiting for further volatility. With 43% cash, we've locked in a good chunk of profits in the recent rise, and are ready to spend it again in a drop. This means the portfolio is currently low risk and set up nicely to navigate all likely future scenarios. Any questions, please ask! Joe $NSDQ100 $SPX500
Not investment advice. The author may have financial interests in the mentioned instruments.
2 Mentioned
NASDAQ100 Index (Non Expiry)
NSDQ100
NASDAQ100 Index (Non Expiry)
SPX500 Index (Non Expiry)
SPX500
SPX500 Index (Non Expiry)
null
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