Courtney eveston Franklin
Dear Investors, I hope this finds you well. Here is your first monthly update of the yearโ€ฆ ๐Ÿ“… ๐™ˆ๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š: January ๐˜พ๐™ช๐™ง๐™ง๐™š๐™ฃ๐™ฉ ๐™จ๐™ฉ๐™–๐™ฉ๐™จ: ๐Ÿ“ˆ January Return: 3.92% ๐Ÿ“ˆ Year-to-Date (YTD) Return: 2.72 ๐Ÿ“Š Copiers' Profitability: 97.17% ๐Ÿ“ˆ 2 Year Return: 49.24% (Correct at time of writing) ๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š: 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 didnโ€™t 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 whoโ€™s 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. ๐™„๐™ฃ๐™˜๐™ง๐™š๐™–๐™จ๐™š๐™™ ๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ๐™จ: 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
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