- Joined
- 5 August 2021
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PORTFOLIO UPDATE
Forgot to post for a couple of weeks, been travelling for work and just haven't found the time.
I definitely sold out of BBOZ to early on the rate decision that occurred a few weeks. This was a valuable lesson for me to not back my hypothesis in absolutely, if I had allowed myself to wait and watch the market and allowed for a slightly bigger window I would of caught the ASX downside and hedged the downside of a lot of my portfolio.
Additionally I loaded up on the property sector which continued to slide off the back of the decision (once again ~ if I had waited to watch the market on a slightly bigger window I likely would of gotten in at a better price.
None the less here is how we sit since the 01/JAN/2025
Profit / Loss - Including Closed Positions
Weightings
Other Thoughts / Ramblings and blog stuff
Resources sector allocation is now on target since increasing my holdings a few weeks ago. I am starting to see the upside on ASX:WIRE as @Sean K pointed out in his thread (and he seemingly saw that breakout!). My portfolio is currently right on where I want its weightings, I am set to get dividend income at the end of March.
I am waiting to see what happens on April 2nd prior to making any new injection into my portfolio, I figure the volatility caused in the lead up + after that day will lead to opportunity (for people that don't know what I am talking about I'm referring to Trumps broad based reciprocal tariffs).
Currently have cash ready to inject which is equivalent of ~5-6% of the current portfolio value.
I am also set to get a pay rise + promotion at work which will enable me to continue to scale this portfolio, I am also set to graduate my studies at the end of this year which will enable me to leave my home city if applicable opportunities arise.
None the less - Onwards & Upwards.
Forgot to post for a couple of weeks, been travelling for work and just haven't found the time.
I definitely sold out of BBOZ to early on the rate decision that occurred a few weeks. This was a valuable lesson for me to not back my hypothesis in absolutely, if I had allowed myself to wait and watch the market and allowed for a slightly bigger window I would of caught the ASX downside and hedged the downside of a lot of my portfolio.
Additionally I loaded up on the property sector which continued to slide off the back of the decision (once again ~ if I had waited to watch the market on a slightly bigger window I likely would of gotten in at a better price.
None the less here is how we sit since the 01/JAN/2025
Profit / Loss - Including Closed Positions
Weightings
Other Thoughts / Ramblings and blog stuff
Resources sector allocation is now on target since increasing my holdings a few weeks ago. I am starting to see the upside on ASX:WIRE as @Sean K pointed out in his thread (and he seemingly saw that breakout!). My portfolio is currently right on where I want its weightings, I am set to get dividend income at the end of March.
I am waiting to see what happens on April 2nd prior to making any new injection into my portfolio, I figure the volatility caused in the lead up + after that day will lead to opportunity (for people that don't know what I am talking about I'm referring to Trumps broad based reciprocal tariffs).
Currently have cash ready to inject which is equivalent of ~5-6% of the current portfolio value.
I am also set to get a pay rise + promotion at work which will enable me to continue to scale this portfolio, I am also set to graduate my studies at the end of this year which will enable me to leave my home city if applicable opportunities arise.
None the less - Onwards & Upwards.
