New month, new portfolio update.
You can find my last Portfolio Update below.
Portfolio Update July 2025
US-Portfolio
Buys
$CCLD – CareCloud
$TMHC – Taylor Morrison Home
$TBCH - Turtle Beach Corp
$SSP – The E.W. Scripps
Sells
None
UK-Portfolio
Buys
$PFD - Premier Foods
$PRV - Porvair
Sells
None
GER-Portfolio
Buys
$ADN1 - adesso
$SNP - SNP Schneider-Neureither & Partner
Sells
None
There will be changes in the portfolio, starting next month. I will explain these changes then.
I published my screening list for this month yesterday, check it out below.
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Disclaimer
The above article constitutes my or the authors’ personal views and is for entertainment purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. I / The authors may from time to time hold positions in the aforementioned stocks consistent with the views and opinions expressed in this article. The information provided in this article is not making promises, or guarantees regarding the accuracy of information supplied, nor that you guarantee for the completeness of the information here. The information in this article is opinion-based and that these opinions do not reflect the ideas, ideologies, or points of view of any organization the authors may be potentially affiliated with. The authors reserve the right to change the content of this blog or the above article. The performance represented is historical" and that "past performance is not a reliable indicator of future results and investors may not recover the full amount invested.