Hello, I hope you are all well. Sending out a portfolio update, as there have been many changes with several holdings removed and new names added in recent weeks. I have also fallen below my minimum 10% cash position after putting money to use!
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.
A list of stocks I’m looking to add to, and at what levels, if we see a meaningful correction.
As mentioned in previous posts, stock write ups will always remain free (AMKR write up next) but I’ll continue to keep my portfolio and live updates for premium subscribers for their support.
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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 59%, following returns of +94% in 2023 and +61% in 2024.
Current Positions in Size Order with Cost Basis (CB)