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.