Model Portfolio 2024-07

Last month started poorly, but we saw a rebound. We ended the month flat with a 0.05% change, which means our YTD performance remains relatively unchanged at 38.90%.

This month, GLNG was our best-performing stock, showcasing the benefit of diversification within our portfolio. Despite GLNG’s strong performance, I believe maintaining diversification is crucial, so we will keep this stock for now.

Most tankers didn’t perform well this month, leading to minimal changes overall. The only notable change was the closing of our CMRE position.

Positions for July 2024

  • BIL (3x)
  • DAC
  • GLNG
  • GNK
  • HAFNI
  • INSW
  • NVGS
  • OET
  • TRMD

Closed positions

CMRE

While tanker valuations are currently even more stretched, I still like the outlook of the sector. Therefore, I’ve decided to close our CMRE position to reallocate resources more effectively within the tanker segment.

Portfolio Performance Tracking

This website contains no investment advice and is purely for informational and educational purpose.
Do your own research!

For more information please also check the model portfolio page.

Leave a Comment