Sooooo… here you go—this is what the portfolio looks like right now. Core is the $GERD (+1,3 %) Plus $AINF (+2,57 %) and $RBOT (+1,68 %) and $IH2O (+0,13 %) .
$4GLD (+0,15 %) And $XEON (-0,03 %) are there to offset inflation and protect capital. $O (+1,19 %) , $MAIN (+1,23 %) and $LAND (+1,08 %) are the dividend-paying stocks that, as mentioned, cover vacations and the like.
The rest relates to banks, gas stations, AI storage, computing power, security, automation, rare earths, and healthcare.
We’re currently very confident, but we’re down just under 1.3% compared to the MSCI (excluding dividends); however, we believe things will turn around.
Tonight, we’re paying close attention to inflation data as well as quarterly earnings reports from $GOOGL (+2,88 %) as well as $MSFT (+1,42 %) .
I’m really looking forward to your comments, but I’m already used to quite a bit here after the last few days, so it’s all good.
Have a great Wednesday, and best regards ✌🏻.
