MateuszZdyb
Hello everyone! August was a busy month for the portfolio, and we've got some exciting new additions to share: $RNO.PA (Renault ) - We're betting on Renault's value play, with their popular Dacia lineup and the innovative Ampere project driving things forward. $HDN.ASX (HomeCo Daily Needs REIT) - Say hello to steady dividends from this Australian retail giant. A modest grower but a strong performer $FLOW.NV (Flow Traders Cooperatief UA) - Our Dutch underdog. They're holding off on dividends to chase new growth opportunities. Sometimes, you’ve got to play the long game $1109.HK (China Resources Land) - Chinese REIT with solid financials. The market might be a bit wobbly, but we’re in it for the long haul. Plus, it seems like China’s appetite for conflict has cooled down, which could pave the way for smoother growth ahead. $GOOG (Alphabet) - It’s Google. The AI play, cash flow king, and growth juggernaut. What's not to love? $INDA - India's market is booming, and this REIT is riding the wave with a projected 7% GDP growth. $BOND - Just a little something to stash away for a rainy day—or a market dip. as always, happy trading everyone!