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Major portfolio update July: Two out, one in
3-year portfolio performance: +297%, benchmark outperformance: 207%
1 - Performance highlights
- 3-years performance: +297% vs S&P 500 +90%
- Year-to-date performance: +41% vs S&P 500 +11%
- June performance : -8% vs S&P 500 -1%
What a month this was. Since I started investing in 2019, I've only seen one period where my portfolio swung as much as it did this month: the COVID market crash. We can also see it in the numbers below. As of June 28th, high beta stocks were on track for their worst monthly performance in history, worse than 2000 and 2009.
So if you hold any high beta names and survived last month, you did an amazing job, and you can survive anything.
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A high beta stock is a share that moves up and down much faster and more than the rest of the stock market.
In this portfolio update I'll cover:
- Why I closed two positions I held for over a year
- Which new position I added that's been on my watchlist for a long time
- All my buy and sell actions (19 in total)
- My updated portfolio strategy
- What my portfolio looks like today, including the weight of each position
Let's dive in!
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I always share my portfolio results based on money weighted rate of return. You can read more about what that means in this article.
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