Australian (ASX) Stock Market Forum

Actively managed portfolio journey

EOW Update

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Since my first purchase in March of 2024 I have returned a total return of 19.74%, this is not taking into account the substantial increase in the value of the holdings.

Deployable cash will be deployed to ASX:HQUS next week at some stage, or alternatively ASX:VGN if we see the price return to $3.20 - $3.30 range. Intending to buy in the second half of the week.

From here, I will likely look at further increasing my holdings in either the ASX200 via ASX:GEAR (leveraged ASX200 fund). Targeting Capital Gains growth, not dividend income.

I have dropped the ball in recent months and as such, haven't been paying enough attention to the economic conditions of the USA and Australia. Beginning to tune back in, and will be able to target my investments around this over the course of the next few months.

~7 weeks till I graduate with my Bachelor degree (assuming I don't flunk out!). Worked full time, studied mostly full time (3yr degree in 4yrs) all at the same time. Writing this primarily because I'm proud of it and have few places to voice it.

On track to be a Snr. Manager in a major institution within the next 1-2.5yrs at a age of under 25 assuming AI doesn't replace us all!

Onwards & Upwards.
 
EOW Update

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Since my first purchase in March of 2024 I have returned a total return of 19.74%, this is not taking into account the substantial increase in the value of the holdings.

Deployable cash will be deployed to ASX:HQUS next week at some stage, or alternatively ASX:VGN if we see the price return to $3.20 - $3.30 range. Intending to buy in the second half of the week.

From here, I will likely look at further increasing my holdings in either the ASX200 via ASX:GEAR (leveraged ASX200 fund). Targeting Capital Gains growth, not dividend income.

I have dropped the ball in recent months and as such, haven't been paying enough attention to the economic conditions of the USA and Australia. Beginning to tune back in, and will be able to target my investments around this over the course of the next few months.

~7 weeks till I graduate with my Bachelor degree (assuming I don't flunk out!). Worked full time, studied mostly full time (3yr degree in 4yrs) all at the same time. Writing this primarily because I'm proud of it and have few places to voice it.

On track to be a Snr. Manager in a major institution within the next 1-2.5yrs at a age of under 25 assuming AI doesn't replace us all!

Onwards & Upwards.
my 20c do not invest in Gear for the long term, or Ggus, bboz, etc
these tools eat your money with time irrespective of market direction..so short term sure, but these are not multi year holding investments
 
UPDATE

Back into ASX:VGN at 3.29 a share with the entirety of our cash holding. Will continue to hold for some time, unless another selling opportunity appears. Will set my stop loss at 2.90.

Brings speculative holdings up - cash accumulation returning. Next position will be A200 or HQUS dependent on my view at the time.

Onwards and upwards
 
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