Portfolio update February 2023
Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes
Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. From time to time, the author may hold positions in the below-mentioned stocks consistent with the views and opinions expressed in this article. I have positions in all of the below stocks when publishing this article. This is a disclosure - not a recommendation to buy or sell stocks.
Portfolio update
The portfolio rose +0.4% month-on-month and is now +17.0% since its inception in October 2021. But this steady increase masks volatility in the portfolio, with MAP Aktif up massively. Several stocks disappointed, including VTech and Niu Technologies. The rising US Dollar has also been a headwind.
Let me summarise the major movements in share prices since the last reporting date:
Delfi’s share price rose somewhat aft…
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