Portfolio Update: Selling IBKR. 11.83% Profit

+ Strategic Positioning Ahead

Dear club member,

I hope this email finds you well. I wanted to provide you with an important update regarding our shared portfolio.

Firstly, I'm pleased to announce that I'll be selling the IBKR stock, which has delivered an impressive 11.83% profit since we added it to our portfolio.

Speaking of our portfolio, I'm thrilled to share that the overall performance has been exceptional. As of now, the list of stocks has gained 81.6% in value, and when accounting for dividends, the total return stands at an impressive 214.4%.

However, as we move forward, I believe it is essential to position more defensively for the rest of this year. I anticipate that monetary policy will continue to exert significant influence on various sectors of the capital markets, which could lead to increased volatility and potential market downturns. Therefore, I have made the decision to adopt a more cautious approach.

Consequently, I will be focusing on preserving liquidity to take advantage of any favorable opportunities that may arise during this uncertain period. While I remain optimistic about the long-term prospects of the market, I believe it is prudent to exercise caution and be prepared to act swiftly if and when the circumstances align in our favor.

Rest assured, I will continue to monitor the market closely and keep you informed of any select opportunities that take my fancy.

Thank you for being a part of this journey. If you have any questions or concerns, please feel free to reach out to me. Let's navigate the market with prudence and discipline.

Wishing you continued success and prosperity.

Best regards,

Benjamin.

Disclaimer: This publication is intended solely for documenting my opinions. I am not a certified financial advisor, and none of the content provided should be construed as investment advice. It is essential to conduct your own thorough research and consult a registered financial service provider for appropriate guidance. I cannot guarantee the accuracy or completeness of the information presented. Any actions taken based on the information shared in this publication are done at your own risk and discretion.