Thomas Priestley @Tom1313: "𝗛𝗲𝘆 𝗚𝗿𝗲𝗲𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, 🌱 So I..."

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𝗛𝗲𝘆 𝗚𝗿𝗲𝗲𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, 🌱 So I thought I’d briefly summarize what I’ve been up to this week, portfolio up 2%, 26% YTD. 𝗕𝘂𝘆𝘀 💰 $00257.HK (China Everbright Environment Group Ltd) 🏗️- small buy here. After having sold a little a few months back. 𝗦𝗲𝗹𝗹𝘀 💸 None. 𝗕𝗶𝗴 𝗺𝗼𝘃𝗲𝗿𝘀 ⚖️ Everything. Jerome Powell indicating that rate cuts could be the Fed’s next move. Most assets moving to the upside, particularly some of the more interest rate sensitive names like $SEDG (SolarEdge Technologies) $ENPH (Enphase Energy Inc.) ☀️. 𝗪𝗮𝘁𝗰𝗵𝗹𝗶𝘀𝘁 👀 Copper. 🧶 - Still keeping an eye on this space, alongside $ALB (Albemarle Corporation) . With September around the corner, and typically a weak period for markets, happy to sit on my hands a little in terms of buys, may be more inclined to trim some positions. Keeping this brief to encourage it to become a more regular posting style. 𝗧𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗯𝗿𝗶𝗴𝗵𝘁, 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗴𝗿𝗲𝗲𝗻. 🌱 Many thanks, @Tom1313 ✌️ 🫶