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Disclaimer: This article constitutes the author’s personal views only 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 at the time of publishing this article. This is a disclosure - not recommendations to buy or sell stocks.

Portfolio update

August was a good month for the portfolio, up +2.9% vs late July and +5.6% since its inception in October 2021 - all in US Dollar terms.

The strength of the US Dollar continues to be a headwind for EM and Japanese assets. But I don’t have a strong view of the future direction of the dollar.