sonyaglave282d76 @sonyaglave282d76: "𝗔𝘂𝗴𝘂𝘀𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗻𝗱..."

Bulgaria

Edited

𝗔𝘂𝗴𝘂𝘀𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 Dear copiers, I'm pleased to report that our portfolio gained 4.82% in August. My diversified strategy, including both long and short trades, was instrumental in this success. While my short positions have slightly limited our gains from long trades, they are crucial for managing risk and are expected to contribute significantly in the coming quarter. I also want to wish our American friends a happy Labor Day! 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 $DELL (Dell Technologies Inc C) I opened most of our position in Dell Technologies at around $90 when its valuation was attractive, with a price-to-earnings ratio of around 16— a very low figure for a technology company with substantial growth potential. I decided to close our position following their excellent earnings results to secure gains, given the potential market risks ahead. $NVDA (NVIDIA Corporation) I bought the dip, sold before earnings, and shorted the stock due to its overvaluation. Currently, i value NVIDIA at $90 and may consider re-entering if it drops below this range. $DHER.DE (Delivery Hero SE) We achieved an 8.6% gain but I closed the trade earlier than ideal. Nonetheless, it positively impacted our overall performance. $BYND (Beyond Meat Inc.) & $NKLA (Nikola Corp) I made quick trades with small amounts, targeting short-term gains from significant price dips. Although these trades were high-risk, my technical analysis supported them, leading to successful outcomes. $LULU (Lululemon Athletica Inc) I bought into Lululemon during a dip last month. However, after reviewing their quarterly results, which did not meet my expectations, I decided to exit the position with an 8% gain for our portfolio. $SBUX (Starbucks Corporation) I closed our position in Starbucks following substantial short-term gains after the appointment of a new CEO. Despite my continued belief in the company's long-term potential, i anticipate a possible 5-10% drop if market volatility increases in September. I believe it’s prudent to wait for a better entry point before re-adding this stock to our portfolio. 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝘀 𝗥𝗲𝗰𝗲𝗶𝘃𝗲𝗱 In August, our portfolio received dividends from several companies, with China Construction Bank ( $0939.HK (China Construction Bank) ) being the largest contributor. Additional dividends came from $BMY (Bristol-Myers Squibb Co), $VZ (Verizon), $CVS (CVS Health Corp), $T (AT&T Inc), $0992.HK (Lenovo Group), $ABBV (AbbVie Inc) , $O (Realty Income Corp) $SMSN.L (Samsung Electronics Co Ltd - GDR) and $PRU (Prudential Financial Inc) 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗔𝗵𝗲𝗮𝗱 As we head into the final quarter of the year, my outlook is shaped by several key factors: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗶𝘀𝗸𝘀 September is historically challenging for the stock market, and we are currently near all-time highs with numerous companies priced for perfection. This environment poses significant risks, especially as we begin to feel the effects of high interest rates. 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝗘𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀 I anticipate high volatility continuing into September. The economic data, particularly labor market figures, may trigger further market reactions similar to those we saw in August. 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗥𝗮𝘁𝗲𝘀 𝗜𝗺𝗽𝗮𝗰𝘁 The impact of elevated interest rates is likely to become more pronounced. Historically, markets tend to decline significantly when rates are lowered from record highs, often due to deteriorating economic conditions even though we are not seeing them so clearly, yet. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁𝘀 My strategy remains diversified, with a focus on long positions mostly in stable sectors like energy and healthcare, while shorting volatile sectors with extreme valuations - such as technology. I'm also diversifying with the VIX Index, anticipating it to gain substantially shortly. 𝗚𝗼𝗮𝗹𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗖𝗼𝗺𝗶𝗻𝗴 𝗠𝗼𝗻𝘁𝗵𝘀 My primary goal is to stay ahead of the market while managing risks effectively. I will be adding positions in high-dividend, stable companies with minimal or no debt, aiming to build a portfolio of reliable dividend payers to hold for the long term. I also want to extend a warm welcome to our 3 new copiers who joined us in August. Thank you all for your continued trust. I'm looking forward to navigating these challenging times together and earning you strong returns. Yours, S.