Hello to copiers and fellow investors,
There have been minimal changes to the portfolio over the past three months, which is encouraging. Unlike many portfolios heavily exposed to US technology stocks, this one is significantly weighted towards the new bull markets in emerging markets and commodities — particularly gold and copper — which are currently outperforming US markets.
Given that these bull markets are younger, fresher, and showing greater strength, I remain focused on holding the strong positions.
I’ve once again attached a chart of the Hong Kong Tech Index, which tracks leading Chinese technology stocks. As you can see, the index has experienced a minor recent pullback. In my view, this presents an excellent opportunity to add exposure. The overall trend remains strongly upward, and buying dips in strong uptrends continues to be one of the most effective strategies.
There’s really very little else to add. Doing nothing — thereby minimising dealing costs — while investing in great companies within powerful trends, is delivering excellent results.
My plan is to sit on my hands for as long as possible and simply ride these trends.
Best regards,
Jim... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sat Jul 11 2026 12:20:05 GMT+0000 (Coordinated Universal Time)
