My Portfolio – December 20

Sleepy Portfolio Assessment – December 20

These are the positions of the Sleepy portfolio.

CompanyTickerCurrencyAcquisition PriceWeightReturn
PUMAPUM.DEEUR5518.76%61.95%
LVMHMC.PAEUR35018.55%44.86%
DIGITAL VALUEDGV.MIEUR3117.42%32.46%
AUTOZONEAZOUSD113515.53%3.38%
STANDARD & POORS GLOBALSPGIUSD35013.09%-4.57%
UNILEVERUNA.ASEUR4612.88%7.11%
BEST BUYBBYUSD1073.97%-5.46%

🗑    Out:

📌  In: Best Buy, at 107 USD per share.

All my positions are on „HOLD“ stage, so no immediate actions to take this month.

The return of my current positions is 26.24%, an increase of almost 5% in December. 😊

TickerSignalStop Loss Dec 20Max Loss Dec 20
MC.PAHOLD43114.93%
PUM.DEHOLD7713.93%
AZOHOLD100913.98%
DGV.MIHOLD33.816.40%
SPGIHOLD29511.58%
UNA.ASHOLD4116.64%
BBYHOLD9011.03%

 

Comments

Generally speaking, it has been a pretty decent month. All positions quite above their stops in HOLD status.

The main drivers of the performance have been 1️⃣ PUMA, which jumps into the top of my holdings, and in particular, 🚀 Digital Value.  I’m happy to see the evolution of this company, a consultancy firm with a stable business and good positioned to be one of the leading companies in Italy for digital transformation projects.

I go on building the USD portfolio, and this month I’ve added my fourth position, Best Buy. Again, quite a simple business model, easy to understand and follow, and with excellent ratios.  Besides, I believe that given looking at its competitors, BBY can be considered even cheap.

 

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All the information provided on this website is provided for information purposes only. The information presented by the Sleepy Investor can not be taken as an offer, advice or recommendation to buy or sell a particular stock or to engage in any transaction. Any investment decisions users take should be based on their own personal interpretation of the information available. The responsibility for investment decisions and their consequences lies solely with the user.

Financial data is provided by third parties “as is”, without guarantee. The Sleepy Investor does not verify any data and disclaims any obligation to do so.

Investments in stocks are subject to high risks. The price of securities may go up as well as down. Fluctuations in foreign exchange rates and the economic environment may also affect the value of securities. The historic performance presented on this website or in email communications is no indication of future performance and, of course, are not guaranteed.

 

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Sleepy Investor

Sleepy Investor

The Sleepy Investor is a guy in his forties who likes the stock market but does not follow them on a daily basis, accepts his limitations and does not pretend to forecast anything, does not want to spend endless time analyzing companies but still aims to do good stock picks while having a relaxing sleep every night.

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