Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of April 2024. Commentary:The QoQ return was 9.7% and 11.5% respectively for Account 1 and Account 2. In Account 1 I've cut several small positions during the quarter: Altice USA, Nexi, Adyen, Sabre, Aimia, Adobe, …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of January 2024. Commentary:In Account 1 I've added Interpump Group and Kering, and sold Vodafone, Volkswagen, and Vale. In Account 2, I've added three short-term Eurozone government bonds, and five new positions: Rational, Avolta, Thermo …
As of October 2023, securities in my personal and family accounts underwent notable changes. Account 1 welcomed Adyen, Nexi, Volkswagen, Ferretti, Semapa, Bio-Rad Laboratories, Diageo after selling off Savencia, Cairo, and Eletrobras. Account 2 similarly incorporated Volkswagen after selling Aimia and bonds. Account 3 saw no modifications.
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of July 2023. Commentary: In Account 1, I sold Check Point Software, Illumina, and the Eurozone banks ETF, and added 6 new companies: Savencia, Merck KGaA, Comer Industries, TopBuild, Prosegur Cash, and Vodafone Group. Account …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of April 2023. Commentary:More activity than usual this quarter. In account 3, I switched the EM Local Currency ETF for a 3-yrs BTP.In account 2, one sale (SAP), three additions (Coloplast, ENI 2028 bond, BTP …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of January 2023. Quarterly Commentary:No changes occurred in account nr.3. In account nr.1 I’ve added a few shares of Cairo Communication and Nexi. In account nr.2 I sold Worldline, Micron Technology, and Prosegur and added …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of October 2022. Commentary:In account nr.1 I sold Becton Dickinson, Volkswagen, Renault, Qiagen, Cameco, and JD Sport to buy Leg Immobilien, Tag Immobilien, Intertek Group, and Inditex; in account nr.2 I sold HeidelbergCement and Kering …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of July 2022. Commentary:In account nr.1, three companies sold (Coima Res, Twitter, Cars.com) and eight added (Valsoia, HeidelbergCement, Renault, JD Sport, Adobe, Entain, Match Group, and Piovan) during the quarter. In account nr.2, one sale …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of April 2022. Commentary:No changes in account nr.3. In account nr.2 I sold Autohome and Fiserv, reinvesting the proceeds in Charter Communications, SAP, and Worldline. Lastly, in account nr.1 I’ve rebalanced some positions and added …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of January 2022. Commentary:All in all, this was a busier than usual quarter. In account nr.3 I’ve closed the small position in PIMCO Euro Low Dur Corp Bd ETF and raised cash. An inflow in …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of October 2021. Commentary:No changes in account nr.3 during the quarter.There were a couple of sales over the period: in account nr.1 Adient; in account nr.2 Coima Res and Adient. Simply, there were superior opportunities …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of July 2021. Commentary:No changes in account nr.3 during the quarter. Due to a large outflow in account nr.2 I sold around one third of the Q1 positions. Prosus was the only addition.Lastly, in account …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of April 2021. Quarterly commentary: In account nr.1, besides some rebalancing, I’ve taken profit on Pioneer Natural Resources and Frank’s International, and sold the small position in Avio. This capital was reinvested across four companies: …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of January 2021. Quarterly commentary: In account nr.1 I’ve added four companies: Altria, Becton Dickinson, Coima Res, and Pernod Ricard. In account nr.2 I’ve sold British American Tobacco. No changes in account nr.3 during the …
Disclosure of all securities holdings held in my personal accounts
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of July 2020. Commentary: No changes in the period in account nr.3. In account nr.1 I’ve invested my remaining cash and made a couple of changes as follows: Buy Aimia, Core Laboratories, Imperial Brands, Discovery, …
Disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of April 2020. Commentary: "There are decades when nothing happens; and there are weeks when decades happen." — Lenin No changes in the period in account nr.3, but lots of activity in accounts nr.1 & …
The following is the disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of January 2020. Commentary: No changes in the period in account #3. In account #1 I’ve increased a couple of existing positions (AMC Entertainment, Cameco), sold Pirelli and Techedge, and added …
Personal Investments as of October 2019 The following is the disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of October 2019. Commentary: No changes in the period in account nr.1. In account nr.3 I cut the position in the iShares € Corp 1-5yrs …
The following is the disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of July 2019. Quarterly Commentary: No changes in the period in account nr.3. In account nr.2 I took profit and closed the positions in Raytheon and GimaTT. I used these proceeds …
The following is the disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of April 2019. Commentary: No changes in the period in account nr.1 & account nr.3. In account nr.2 I completed the stock portfolio. In total, this sleeve now consists of 31 names. …
The following is the disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of December 2018. Commentary: A major overhaul occurred in the final quarter of 2018 in account nr.2. In essence, I changed my investment process and refined my guiding principles. The outcome …
The following is the disclosure of all securities holdings held in my personal accounts and in the accounts of my immediate family members as of October 2018. Commentary: No changes in account nr. 1 & account nr. 3. For account nr. 2 the changes are broadly related to an inflow in the period that had …
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