Dear Investors, I hope this finds you well.
Here is your first monthly update of the yearโฆ
๐ ๐๐ค๐ฃ๐ฉ๐๐ก๐ฎ ๐ช๐ฅ๐๐๐ฉ๐: January
๐พ๐ช๐ง๐ง๐๐ฃ๐ฉ ๐จ๐ฉ๐๐ฉ๐จ:
๐ January Return: 3.92%
๐ Year-to-Date (YTD) Return: 2.72
๐ Copiers' Profitability: 97.17%
๐ 2 Year Return: 49.24%
(Correct at time of writing)
๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐ช๐ฅ๐๐๐ฉ๐:
We started the year off in the green, up 3.92% ahead of the $SPX500 with 1.47%. The gain was largely due to two of our largest holdings, $ASML (ASML Holding NV) and $GOOG (Alphabet) We didnโt see a huge amount of movement elsewhere.
It was also a quiet month trade-wise, with only a handful of stocks increased slightly on weakness, along with a further increase in our short-term bonds.
For anyone whoโs been copying me for a while, we're now holding some stocks with big profits. These will soon be partially trimmed. I am waiting until after 5th April for the start of the new tax year in the UK to do so.
This was always the plan, but it will also be nice to take some profits at a time when the market is so volatile, and sit back and see how this new tariff saga plays out, along with tensions rising in Iran, among several other countries.
#No doubt there will be opportunities ahead, but if the rest of the year is anything like the first 2 months, then patience will be our best friend for the remainder of the year.
๐๐ฃ๐๐ง๐๐๐จ๐๐ ๐ฅ๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐จ:
AXP
CEG
IB01.L
$MA (Mastercard)
GRG
Feel free to ask any questions you may have, and I will reply as soon as I can.
For anyone who would prefer to private message, you can do so on LinkedIn: www.linkedin.com/in/courtney-franklin-16564a2a0
For more stats on my portfolio, check out: bullaware.com/etoro/Cfranklin89
Kind regards,
Courtney... Show More
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