Q2 2023 Portfolio Update

This has been a phenomenal quarter for the portfolio in terms of recovery and of course, hoping for the same next quarter although we are expecting 2 more interest rate hikes, I would say the market is still rather bullish although many are expecting a recession but the economy is not the stock market so we shall see how it goes.

Tesla has been on a great run together with QQQ which both have rather substantial positions in my portfolio. Not doing much at the moment so not much to update on. Weather has been crazy, starting with rainy and cooling temperatures in the morning but turns into the vicious sun with sun rays that can kill in the afternoon, I have been staying indoors mostly.

Work has been tense and tough as teams are getting leaner, we do see some tough situations as we have some restructure, turnover rates are pretty high but I am surprised how fast people are able to get a new job? It’s been quiet for me although I have been applying to a few positions just to survey the market and checking out but no interviews came in. Maybe my resume needs some brushing up.

Stock Portfolio

Reaching some great numbers for the total portfolio as the dca-ing into VOO and QQQ over the past few months shows it’s positive effect. Also, I bought some VT to increase my exposure to the world. Not a bad 1H 2023 for the stocks portfolio

Syfe REIT+

Not really adding much into Syfe REIT+ but I added when the market was down although now it's even lower, it will be a sporadic addition. But I would much prefer my funds to be going into the US market. The dividends although not much are re-invested back so I am just leaving it for now and adding small amounts. 

Crypto Portfolio

Nice to see Bitcoin going above USD 30,000 and ETH inching closer to USD 2000. No addition and I don’t think I will be adding much in the months to come. Comfortable with my position in crypto and I will just ride it out.

Overall and steps ahead

No change for the DCA-ing into index ETFs but the volatility in prices is something I am liking in that as we near the date of the July FED meeting, we can see more red as more investors are cautious. So nice to buy during those times too although low could go lower.

Whatever it is, main goal is to accumulate as much as I can. So we shall see how Q3 goes!

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