Simone Rizzetto
πŸ“ˆ 8 Positive Months in a Row ! πŸŽ‰ I'm happy to share that our portfolio just closed its 8th consecutive positive month, marking the longest winning streak since the strategy launched. Over the past period, we have outperformed the $SPX500 by 16% this year. This is a good time to remember my copiers (especially new ones) that we will not always be green or always beat the index, and that's perfectly normal. Our strategy is different, we focus on a different section of the market with a strategy designed to capture value in periods where the market rewards quality and fundamentals. In those phases, we can significantly outperform broader benchmarks. This makes my portfolio a great way when you want to diversify your investments. A strong part of this recent outperformance comes from several positions that have really taken off lately, including: $MRK (Merck & Co.) $HCA (HCA Holdings Inc) $GOOG (Alphabet) $EXAS (Exact Sciences Corp) $GH (Guardant Health Inc) Thank you to everyone for the thrust and I hope to share a long journey with all of you. πŸš€
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