Portfolio Update: Reinforcing Positions and Identifying Buying Targets

Enhancing portfolio strength and identifying key opportunities"

In this article, I will discuss the recent reinforcements made to my small-cap portfolio. Additionally, I will identify target buying prices for potential additions to my large-cap portfolio, taking into account the potential current market consolidation during the summer. If the consolidation is not strong enough it will allow me to be ready for a potential bounce back.

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.

(Please note that previous reports did not include the performance of the first month, which featured a takeover bid on Altium. As a result, astute readers may have noticed a discrepancy with the previous performance reports).

Summary of this article:

• Portfolio movements

• Potential targets and buying prices in my existing portfolio