Despite being on overly relax mode for a while, we are
still glad to bring you our latest DIY Portfolio developments. As it has been the case for the last
few years, you can expert our next update in about 12 weeks, in early November
2019.
You can also access our earlier portfolio updates
here:
Granting things have
been somewhat quiet on the markets since our last report, we’ve still
experienced the usual ups and downs. In fact, it was more down followed by up
this time around, as after a rough patch around May, most stocks resumed their
climb up on a slightly slower yet steady pace.
As we eluded to on our
last report, we are in a cleanup mode and high market values were a good fit, at
least sell wise. Buying replacements was more difficult to accomplish as
interesting opportunities rarely materialized. As some of you may have
predicted, we adopted a decisive yet patient approach in that context. To sum
it up in a few words: decisive to sell and patient to buy.
