Rhys Adams
π™‹π™€π™§π™©π™›π™€π™‘π™žπ™€ 𝙐π™₯π™™π™–π™©π™š Just a short one today with no major changes. Things have remained relatively stable, with our April returns more than offsetting the Feb and March declines, with our current YTD at a very healthy 12.32%. There have been no major changes to the portfolio as I continue to hold the long term approach, aiming to build a portfolio of great companies offering protection to our invested capital with a steady and stable growth. As always there is no way to know what the future will bring in this volatile political landscape we have. But that is ok. We will continue to buy great companies who are financially stable with high profit margins. The portfolio is currently well diversified across different sectors and markets. So whilst I am always looking for new great buys, I will only do so If it adds to the value of the portfolio. I generally like to sit around 15 stocks in the portfolio, so more than happy with the current 16 we have. I will be adding funds shortly, likely increasing existing position sizes. Feel free to add if you are able, but not stress if you cannot. Etoro will balances the portfolio regularly so we remain aligned. If you have any questions, please ask away! Kind regards Rhys Adams
Not investment advice. The author may have financial interests in the mentioned instruments.
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