My Portfolio – January 21

Sleepy Portfolio Assessment – January 21

These are the positions of the Sleepy portfolio.

CompanyTickerCurrencyAcquisition PriceWeightReturn
LVMHMC.PAEUR35018.3549.71%
PUMAPUM.DEEUR5516.6550.18
DIGITAL VALUEDGV.MIEUR3116%27.54%
AUTOZONEAZOUSD113514.9%5.11%
STANDARD & POORS GLOBALSPGIUSD35012.38%-5.71%
UNILEVERUNA.ASEUR4612.20%6.04%
COSTCOCOSTUSD3625.32%-2%
BEST BUYBBYUSD1074%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. 

TickerSignalStop Loss Jan 21Max Loss Jan 21
MC.PAHOLD45014.12%
PUM.DEHOLD777.19%
AZOHOLD100913.98%
DGV.MIHOLD3510.03%
SPGIHOLD29511.58%
UNA.ASHOLD4115.95%
COSTHOLD30713.52%
BBYHOLD9017.26%

 

 

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.  

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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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