Part 1/6:
Overview of a Portfolio Transformation
In January, significant changes were made to a personal stock portfolio, marking a pivotal moment in the investment journey of the individual behind it. This article delves into the changes, the current status of the portfolio, updates on investment performance, dividends received, and future goals.
The decision to sell a substantial portion of US stocks was part of a broader strategy, which was influenced by an impending transfer of assets from Free Trade to Trading 212, platforms used for trading stocks. By highlighting key decisions and their implications, this summary will provide insights into the investor's evolving strategy.