It’s been a while since I posted my stock market portfolio updates on here for you all.
It’s something I was doing mainly on Twitter and in my Private Stock Group in a lot more detail.
But I want to start summarising these for you on a weekly basis to help those of you see how to properly manage a portfolio and invest for long-term gains!
So, let’s get into it
Start point vs end point
Start point: £8,494
Vs
End point: £ 8,269
🔻£225 for the week!
But the last few months have been so incredible, this small dip during the holiday trading period is not a concern to me at all!
This is reflected in the insights in the next image…
Insights
The portfolio is up 67% for the year!
Vs the 15.99% return of the global market for the same time period.
This is extremely good performance!
I’ve outperformed the market by around 4 times!
Something I was told I would never be able to do… 🤷♂️
Account activity
I sold two of my positions:
- £MSCH
- £LSE.L
There were a few reasons, but mainly it was to consolidate my total No. of holdings, take profits and divert the funds to some positions that I see major upside in over the next 2-3 years.
I then increased my holdings in $BYND & the Global Clean Energy ETF.
If you’d like to see my complete list of holdings, every stock I own, as well as:
- Weekly updates 3 days sooner than this ☝️
- Live trade alerts
- Rapid Stock Overviews
- Dividend Stock Room
- Beginners tips
- 24 hour access to me & other investors
Join my Private Stock Group
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It’s your last chance to join at this price.
In January, the price goes up to £9.99/month.
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Thanks for checking out this weeks update.
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If you’d like to learn the strategy in use to find winning stocks like these ☝️
So you can build your own winning portfolio
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Yours for just £12.50 until the 1st Jan!
Speak soon,
FSD
Financially Savvy Dad 