Portfolio Transactions (July 2023)

 

Updates for my Portfolio for July 2023

For my side project, I managed to get samples and now ordering a larger order to check out the quality. Once it is done, I can scale up in volume and probably do a test and let a few friends test out.

• No Transactions for the month.

That's all for my money for now.

 

That being said, the US market recently surged up a little. Nothing looks really cheap now. Hope to see more opportunities soon.

 

I have place a small % of my net worth in crypto-assets.

 

Conclusion

My portfolio YTD is now 45.47% (not that representative yet), with the long term XIRR at -3.49% (w/o Crypto is 1.37%). Hopefully, the rest of 2023 is much better.

 

 

 

 

 

 

My cash position is currently at about 10%. Will continue wait for my cash position to accumulate. Let's hope I can get my numbers back on track.

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