My last 6-month investment cycle ended on November 3. I did not write about the last trade of the cycle because I was very busy (finally submitted my PhD thesis!). Sorry about that. The last move was to sell my beloved Polish lingerie position (Esotiq & Henderson) for 169%. Nice way to end a cycle. I replaced it with the French media/industrial conglomerate “Compagnie de l`Odet”. I won’t go into detail this time but you can check out the stock here:
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A New Rebalancing Approach
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My last 6-month investment cycle ended on November 3. I did not write about the last trade of the cycle because I was very busy (finally submitted my PhD thesis!). Sorry about that. The last move was to sell my beloved Polish lingerie position (Esotiq & Henderson) for 169%. Nice way to end a cycle. I replaced it with the French media/industrial conglomerate “Compagnie de l`Odet”. I won’t go into detail this time but you can check out the stock here: