Monthly Portfolio Update #1 (Jan. 2024)

Dear subscribers,

Welcome to my Monthly Portfolio Update!

In this month's edition, I will cover the long-term investments I managed through fundamental and technical indicators. More than just revealing what's currently in my portfolio, I aim to share the process that guided these investment decisions.

If you find my approach useful, please forward my newsletter to your contacts!

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THIS MONTH’S HIGHLIGHTS

I manage 2 portfolios for long-term investing based on 3 common principles: entry/exit based on the weekly chart, Diversification, and Compounding. Here are the key highlights for January 2024:

• Performance: Since their inception in October 2023, the stock and ETF portfolios have returned 12% and 7%, respectively.

• Portfolio composition: I still have a sizeable amount of cash (25-30%) available to deploy as opportunities arise. I currently own 15 stocks and 8 ETFs.

• Activity: I have been slightly deploying more cash in the past month as momentum remained supportive. I have initiated 3 new positions and made 3 sales.

• My outlook: for the month ahead, my priority will be to deploy more cash whenever I find an attractive setup.

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LONG-TERM STOCK PORTFOLIO

My Approach