Dear partners,
I would like to warmly welcome and thank everyone who have just given me your vote of confidence and invested with the portfolio. Given that I usually don't market or advertise myself, I'm unsure how you found me but I'm glad you did.
Long-time partners would already expect... Visa mer Översätt
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:... Visa mer Översätt
Dear partners,
The quarterly deposit for Q2 2026 has just been made. The new monies equates to 0.36% of the portfolio's current net worth.
The next deposit will be made at the end of Q3 2026, in the month of September.
Alderique.... Visa mer Översätt
Inte investeringsrådgivning. Författaren kan ha finansiella intressen i de nämnda instrumenten.
Dear partners,
This is a notification 24 hours in advance of the next quarterly deposit I would be making into the portfolio. The new monies would equate to approximately 0.37% of the portfolio's current net worth.
Another notification would be sent out right after the deposit has been made.... Visa mer Översätt
Dear partners,
This is a notification a week in advance of the Q2 2026 deposit I would be making into the portfolio. The new capital would be approximately 0.37% of the portfolio's current net worth.
Another notification would be sent out 24 hours prior to the deposit being made, and another... Visa mer Översätt
Dear partners,
The month of May continued to see the portfolio's performance for the year at a flatline. As of this writing, the portfolio has gained 0.76% as compared to the SPX500's 7.98% and the RSP equal weighted index of 7.65%.
Much of this can be attributed to two major factors, both... Visa mer Översätt
Dear partners,
This is the portfolio's monthly update reflecting all changes taken place in April 2026, reflected at the start of May 2026:
Current asset allocation by market sector:
- Finance: 20.04%
- Consumer non-durables: 14.13%
- Technology Services: 9.34%
- ETFs: 21.78%
- Consumer Services:... Visa mer Översätt
Dear partners,
The month of April saw the portfolio gaining 2.30%, bringing the portfolio's year-to-date performance back into the green at 1.42%.
Over the past 30 days, the portfolio has closed a total of 9 positions, all in profits ranging between 0.10% to 25.72%.
Long time partners would... Visa mer Översätt
Dear partners,
Apologies for the tardy update.
This is the portfolio's monthly update reflecting all changes taken place in March 2026, reflected at the start of April 2026:
Current asset allocation by market sector:
- Finance: 20.05%
- Consumer non-durables: 14.04%
- Technology Services: 9.13%
-... Visa mer Översätt
Dear partners,
I was wrong.
In the portfolio's February update going into March, I ended the post by saying that "considering what has happened thus far, increasing uncertainty is probably the only thing guaranteed going into March 2026."
Now that we have the hindsight April affords,... Visa mer Översätt
5
0
0
Gör som miljontals handlare
Hitta en handlare du gillar och klicka på Kopiera. När de handlar, handlar du.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Tue Aug 11 2026 10:21:57 GMT+0000 (Coordinated Universal Time)