Sell in May and go away? Nah, would be the worst decision ever. My strategies run perfect, made tons of money and I am currently very close to my all-time high.
The dividend strategy is currently at a margin of 101.05%, very little debt, mainly so I don’t have to act every few days when dividends fill my Zasterlaster.
This month I sold Nucor after more than a decade. I bought APAM, Artisan Partners Asset Management. A risky play, but I can take on a little more risk as currently I don’t live off this portfolio any longer. The momentum strategy has taken over my costs of living as it has taken over the value of the holdings too. The performance difference is just too big, compounding in action.
The wheel of fortune for my dividends:
… and of my positions:
The performance YTD is 1.92%, the XIRR since 2014 is at 10.07%. I calculate the XIRR since 2020 too, as that is when I started the momentum portfolio, it is at 12.36%.
Now the momentum portfolio runs like hell. All the risk I take there pays out very good. This is the table of tables for my holdings:
And the wheel of fortune:
Margin multiplier is at 142.27%, Performance YTD 3.53%, XIRR since 2020 26.3%