TeaMuzic @TeaMuzic: "📊 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐑𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐔𝐩𝐝𝐚𝐭𝐞 –..."

Denmark

📊 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐑𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐔𝐩𝐝𝐚𝐭𝐞 – 𝐉𝐮𝐧𝐞 𝟐𝟎𝟐𝟒🐉 Hey everyone, As many of you know, I follow the Dragon Portfolio model, also known as the 100-Year Portfolio. This strategy is designed to be resilient against short-term market turmoil, balancing equities, bonds, commodities, real estate, and crypto in carefully weighted ratios for long-term stability and growth. 🔄 This month’s rebalance has focused primarily on optimizing our equity positions. Here are the key changes and the rationale behind them: 1. 𝐆𝐥𝐨𝐛𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐄𝐱𝐩𝐨𝐬𝐮𝐫𝐞: - 𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞𝐝 𝐂𝐡𝐢𝐧𝐚 & 𝐈𝐧𝐝𝐢𝐚 𝐅𝐮𝐧𝐝𝐬: After extensive research, I've decided to consolidate our exposure to emerging markets by moving away from region-specific funds for China $ASHR and India $XCX5.L . Instead, we now hold a more comprehensive global market fund that provides broader diversification and stability $IUSQ.DE . 2. 𝐔𝐒 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧: - 𝐓𝐞𝐜𝐡-𝐅𝐨𝐜𝐮𝐬𝐞𝐝 𝐅𝐮𝐧𝐝: We’ve exchanged our previous holdings in S&P $SPY , NASDAQ $QQQ , and a high dividend fund $HDV for a fund specifically targeting technology stocks within the S&P 500 $QDVE.DE . This shift aligns us with the ongoing growth and innovation in the tech sector. - 𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐨𝐧 𝐍𝐀𝐒𝐃𝐀𝐐: To capitalize on the robust performance and future potential of tech stocks, I've increased our leveraged position in the NASDAQ $TQQQ . This will enhance our growth prospects in this dynamic sector. 3. 𝐄𝐮𝐫𝐨 𝐄𝐱𝐩𝐨𝐬𝐮𝐫𝐞: - 𝐍𝐞𝐰 𝐄𝐮𝐫𝐨 𝐅𝐮𝐧𝐝𝐬: To diversify our portfolio further and tap into the opportunities within the Euro markets, I've added two funds $IUSQ.DE and $QDVE.DE that give us significant exposure to this currency. This move is strategic, providing us with balanced growth across different economies. These changes are made with a long-term perspective in mind, aiming to maintain a robust and diversified portfolio that can weather any short-term market disruptions while capitalizing on high-growth opportunities. 📈 As always, I am committed to monitoring market conditions and adjusting our portfolio as needed to ensure we stay on track with our investment goals. Thank you for your trust and continued support. Let's keep moving forward together! Feel free to reach out if you have any questions or need further clarification on any of the changes. Happy investing! Tea