Sleepy Portfolio Assessment – January 21
These are the positions of the Sleepy portfolio.
| Company | Ticker | Currency | Acquisition Price | Weight | Return |
|---|---|---|---|---|---|
| LVMH | MC.PA | EUR | 350 | 18.35 | 49.71% |
| PUMA | PUM.DE | EUR | 55 | 16.65 | 50.18 |
| DIGITAL VALUE | DGV.MI | EUR | 31 | 16% | 27.54% |
| AUTOZONE | AZO | USD | 1135 | 14.9% | 5.11% |
| STANDARD & POORS GLOBAL | SPGI | USD | 350 | 12.38% | -5.71% |
| UNILEVER | UNA.AS | EUR | 46 | 12.20% | 6.04% |
| COSTCO | COST | USD | 362 | 5.32% | -2% |
| BEST BUY | BBY | USD | 107 | 4% | 1.16% |
🗑 Out:
📌 In: Costco Wholesales (COST) at 362 USD per share.
All my positions are on „HOLD“ stage, so no immediate actions to take this month.
The total return of my current positions is 22.74%, and my portfolio has remained flat this month, + 0.2% in January.
| Ticker | Signal | Stop Loss Jan 21 | Max Loss Jan 21 |
|---|---|---|---|
| MC.PA | HOLD | 450 | 14.12% |
| PUM.DE | HOLD | 77 | 7.19% |
| AZO | HOLD | 1009 | 13.98% |
| DGV.MI | HOLD | 35 | 10.03% |
| SPGI | HOLD | 295 | 11.58% |
| UNA.AS | HOLD | 41 | 15.95% |
| COST | HOLD | 307 | 13.52% |
| BBY | HOLD | 90 | 17.26% |
Comments
Nothing special this month, the sleepy portfolio has followed the overall tendency of the markets and remains stable. All positions quite above their stops in HOLD status.
The main driver of the positive performance has been LVMH, which continues its rally beating the historical records every once in a while. On the other hand, PUMA & Digital Value have gone slightly backwards, compensating for the good behaviour of LVMH.
I go on building the USD portfolio, and this month I’ve added my fifth position, COSTCO Wholesale. Again, quite a simple business model, easy to understand and follow, and with excellent ratios. COSTCO Wholesale has delivered a huge return for the investors. For instance, in the last 10 years, the Stock has risen 7-fold. And there isn’t anything neither in the business model nor in the market conditions that makes this competitive advantage change much. Besides that, traditionally, COSTCO has been a stock able to navigate adverse macro environments.
