Vladyslav Koptiev @AtlasCapital: "𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝘂𝗽𝗱𝗮𝘁𝗲 - 𝗙𝗲𝗯 𝟮𝟬𝟮𝟲 Last..."

Malta

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝘂𝗽𝗱𝗮𝘁𝗲 - 𝗙𝗲𝗯 𝟮𝟬𝟮𝟲 Last month, the portfolio declined by 2.07%, while the $SPX500 fell by 0.76%. Year-to-date, I am down 2.9%. Though not an outstanding result, it’s also not something to worry about. On a personal note, today I was promoted to Elite level—a significant achievement I’ve been working toward over the past years, and it means a lot to me. I appreciate the trust of my copiers and will continue to manage your money with careful attention and in your best interests. 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝘀 ➖ Sold partially $NVO (Novo-Nordisk A/S SPONS ADR), MBIN. ➕ Bought $PYPL (PayPal Holdings), $PDD (PDD Holdings Inc - ADR) , SPHD, EEMV, MVOL, WKL.AS. 𝙎𝙩𝙧𝙚𝙨𝙨 𝙩𝙚𝙨𝙩 Management of this portfolio is performed on a risk-targeting basis. Based on the current asset allocation, if the market collapses by 50% tomorrow, my portfolio will decline by 26%. In line with targeted ½ S&P500 drawdown. Although, there is no guarantee that such result will be achieved and actual drawdown can differ. 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀 𝗮𝘀 𝗼𝗳 𝟬𝟰/𝟬𝟯/𝟮𝟬𝟮𝟲: Cash and equivalents – 43% First Trust Senior Loan ETF – 4% Invesco Senior Loan ETF – 4% UnitedHealth Group – 4% Invmt Grade Corp Bd ETF – 3% Novo Nordisk AS ADR – 3% Lululemon Athletica Inc – 3% Evolution AB – 3% Adobe Inc – 3% Pandora A/S – 3% PayPal Holdings Inc – 3% Invesco S&P 500 High Div Low Vol ETF – 3% iShares MSCI USA Min Vol Factor ETF – 3% Vanguard Information Technology ETF – 2% Eagle Bancorp Inc – 2% Betsson AB – 2% Merchants Bancorp – 2% NVIDIA Corp – 2% PDD Holdings Inc ADR – 2% Wolters Kluwer NV – 2% Other – 4% 𝘽𝙧𝙚𝙖𝙠𝙙𝙤𝙬𝙣 𝙗𝙮 𝙨𝙚𝙘𝙩𝙤𝙧/𝙖𝙨𝙨𝙚𝙩 𝙘𝙡𝙖𝙨𝙨 Cash and equivalents – 39% Bonds ETF – 15% Consumer Cyclical – 13% Financials – 8% Low volatility ETF – 8% Healthcare – 7% Technology – 7% Industrials – 3% That's it for today. Cheers to all and stay safe in these volatile times.

Not investment advice. The author may have financial interests in the mentioned instruments.