Hello, I hope you are all well. Sending out a portfolio update, as there have been some changes with several holdings removed and new names added in recent weeks.
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, 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-ups and live alerts of portfolio updates (all buys and sells), consider upgrading at your convenience.
As usual, the final Year-to-Date (YTD) and Since Inception Performance figures will be posted at the end of the month. However, the YTD return currently stands at approximately 60%, following returns of +94% in 2023 and +61% in 2024.
Current Positions in Size Order with Cost Basis (CB)
Cash: ~10%