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Posted by
Two Blokes Jun 30 -
Filed in
General
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#TwoBlokesTrading
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2 views
I remained confident in the 'America trade' during Q2's panic, increasing risk exposure in tech and nuclear stocks at the market bottom. My All-Weather Portfolio outperformed major indices, gaining 35% in Q2 and 22% YTD, led by tech, nuclear, and materials stocks.