Ok so my portfolio ran into some pre-budget turbulence but such has been the bull run that by the time its time to take any action ( its Friday for me ), the recovery is already set in place. So no surprise that the portfolio stays as it is.
One lesson that I learnt though - Raymond ( part of my portfolio ) had a de-merger that meant that Raymond started trading ex-Lifestyle. Now have no clue when the Lifestyle business will get listed so till that time, I will need to stay put with Raymond not quite knowing if the momentum has reversed or not. Lesson learnt is to exit a stock that has been set for a demerger.
Portfolio start date → Jan 23, 2024
Total returns → 49.6%
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