$SYF $BK $PCG $SQQQ … Responsible Investor Portfolio Update, June 6th 2020

I started a new portfolio on May 25th, it is up 5,3% since then. That’s in 10 trading days, actually less considering public holidays over this period.

I have sent out 8 buy alerts so far, the intention is to have 30-40 open positions when fully invested. It mightn’t be until a few weeks that we will have a complete and balanced portfolio. At the moment the positions are too few for it to be sufficiently resilient and diversified. Overall it has 7 long positions (13%), 1 hedge position (2%) and 85% in cash.

I expect the positions to be centered around the American and European stock markets. In Europe the focus will be on Denmark, Italy, France and Germany as I follow them more regularly and understand their markets better.

With the passage of time, I will send sell alerts too, and might send accumulate/reduce alerts.

Here are all the positions, the performance for each one (dividends excluded) and the overall performance of the portfolio.

200605 RIP

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