No changes were made to the positions in the portfolio.
Normally, I would have added ZIM, but I was on vacation and didn’t want to add the stock in hindsight. Let’s see how things look at the end of the month. At the moment, things haven’t gone too well for shipping and the whole market in the last few weeks.
Positions for August 2024
- BIL (3x)
- DAC
- GLNG
- GNK
- HAFNI
- INSW
- NVGS
- OET
- TRMD
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.