Portfolio Update: Adding a New Buy and Strengthening Existing Positions

The recent market consolidation is generating new opportunities

In this article, I will introduce a recent addition to my small-cap portfolio: a promising company with the potential to compound at around 17% annually over the next 5 to 10 years. I will also discuss recent adjustments I have made to reinforce existing positions, taking advantage of new opportunities created by the market. As always, I’m holding some cash reserves to capitalize on future opportunities.

The value of my portfolio is growing at a healthy pace, with the majority of my investments currently directed towards my small-cap portfolio. My initial goal is to quickly reach a value of approximately 20,000 to 25,000 euros. The performance has been good, with the portfolio yielding over a 20% return since its inception in mid-February 2024.

However, I continue to invest in my large-cap portfolio as well. For this segment, I adopt a more opportunistic approach, waiting for favorable market conditions. The high-quality stocks I target are seldom available at attractive prices.

Summary of this article:

• Introduction to the new stock purchase and the underlying investment thesis

• Overview of recent portfolio adjustments (reinforcements)

• Potential buying or reinforcing opportunities, including updated price targets