Monthly portfolio update
An update on the performance of the Compound & Fire performance in May 2024.
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May 2024 has been a good month for stocks. The S&P500 increased by 5.2%, the Compound & Fire portfolio increased by 2.4%.
In May I have add two stocks to the portfolio:
Kelly Partners Group: Serial Acquirer Wanted
The deep dive on Kelly Partners Group will be shared in about a week.
Although Kelly Partners was add during the month, it had the second best performance after Euronext NV. Here is the full list:
All stocks ended the month with a positive return, except for Liberty SirisXM Group. This was linked to their quarterly results: Liberty SiriusXM 1Q24.
Here is the updated share of the companies in the portfolio per end of May:
I might add one new stock to the portfolio in the next month: Adobe Systems. But still reviewing and analyzing the company. Not planning to sell any company in my portfolio in the short term.
Hopefully you have enjoyed this update of my portfolio. Feel free to like the post and share it with friends!
Disclaimer
The information in this article is provided for informational and educational purposes only.
The information is not intended to be and does not constitute financial advice or any other advice, is general in nature, and is not specific to you. Before using this article’s information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence.
None of the information in this article is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. The author is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.