Hello, I hope you are all well.
In this portfolio update we will take a look at:
Position size for each holding,
Cost Basis,
Intended holding period and
Infographic grouping holdings into ones I plan to hold vs those that could be cut.
As mentioned in previous posts, my stock write ups will always remain free but I’ll continue to keep my portfolio and live updates for premium subscribers for their support. If interested in favourite set ideas and live portfolio updates (all buys and sells), consider upgrading at your pleasure.
I am pleased to say the portfolio has surpassed what was my aspirational 60% YTD target! This performance comes on the back of a +94% return in 2023 and a +61% return in 2024.
I am pleased but not blinded by the fact the market has been strong this year.
