Dear partners,
This is the portfolio's monthly update reflecting all changes taken place in May 2026, reflected at the start of June 2026:
Current asset allocation by market sector:
- Finance: 19.81%
- Consumer non-durables: 13.04%
- Technology Services: 9.64%
- ETFs: 21.69%
- Consumer Services: 7.55%
- Retail Trade: 1.94%
- Distribution Services: 3.7%
- Process Industries: 2%
- Producer Manufacturing: 2.11%
- Electronic Technology: 2.12%
- Industrial Services: 1.71%
- Consumer Durables: 1.52%
- Health Technology: 0.97%
- Miscellaneous: 1.66%
Liquid cash: 12.82%
War chest assets: 10% of portfolio's current net worth
Ratio of dividend paying to non-dividend paying positions:
76.92% : 23.08%
Portfolio's current standard deviation:
4.31% (as of June 2026, no change from May)
Thank you for your continued vote of confidence, and all the best in your investment/trading endeavors.
Alderique.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Thanks mate for the updates. Hope to catch up with you in the pro investor meet in Cyprus this Nov. ... Show More
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Wed Aug 12 2026 03:20:53 GMT+0000 (Coordinated Universal Time)
