Today’s episode - Winning Portfolio

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In this edition of our newsletter, we delve into the market's enduring irrationality, even in this age of abundant information and real-time data. We'll explore how this irrationality can create lucrative investment opportunities for those with the knowledge and patience to value a company accurately.

We'll also highlight Meta Platforms' remarkable success story, which has surged by nearly 300% since our initial investment in October 2022. This impressive growth serves as a powerful reminder of the rewards that come with a long-term investment perspective and a commitment to quality companies.

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• Proven Strategies: Gain insights into the decision-making process behind our carefully curated stock selections. Understand why we choose certain stocks, how we balance risk and reward, and how we adapt to market changes.

• Long-Term Vision: Our focus on long-term investments means you'll get a portfolio built for sustainable growth, not short-term gains. Learn to cultivate patience and discipline, essential traits of successful investors.

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Meta Platforms: A Long-Term Success Story

The stock price of Meta Platforms, Inc. (Meta Platforms Inc.) is nearing historic highs, reflecting strong support from investors. However, less than two years ago, Meta was trading at a P/E (NTM) ratio of just 8.9, which now seems low considering its current position. This highlights the importance of understanding that the market does not always immediately reflect a company's value and that emotions or temporary perceptions can often influence valuations. At that time, it made up 40% of my portfolio.

Despite the information age and access to real-time data, the market remains an entity where irrationality can prevail. This irrationality can create lucrative investment opportunities for those who know how to value a company properly. It's essential to maintain a long-term perspective and not be swayed by emotions or current trends.

Even though Meta is near its historic highs, the market always offers new opportunities for those who are prepared. The key to seizing these opportunities lies in knowing how to value what a company is truly worth and waiting for the right moment to act. Let’s remember that, although some may doubt, the market remains as unpredictable as ever, which is precisely what makes it so fascinating.

Our investment in Meta Platforms demonstrates the power of long-term investing and the benefits of staying committed to solid companies. Since our initial purchase in October 2022 at $133.79 per share, Meta's stock price has surged by nearly 300%. This impressive growth significantly surpasses our portfolio average and highlights the rewards of remaining invested in the market through its inevitable fluctuations.

Meta is just one of our IWA Quality Growth Stocks Portfolio stocks. The portfolio showcases a diverse spectrum of annualized returns, reflecting the varied performance of our investments across different companies and market sectors. Standout performers like Meta Platforms (META) exhibit an impressive 107.82% annualized return, a testament to the company's robust growth and our successful investment strategy.

Other notable returns include a semiconductor company at 44.96% and a modern biotech company at 51.46%. These figures underscore the potential for substantial gains through careful stock selection and a long-term investment horizon. While some holdings like Microsoft (MSFT) have shown more modest returns at 9.79%, the overall portfolio demonstrates a healthy balance of growth and stability. As we continue to monitor market trends and company performance, we remain committed to optimizing our investment approach for sustained success.

Remember, investing is a journey, not a sprint. While August and September may present challenges, they're also rife with opportunities for those willing to do their homework. Keep your eyes on the horizon, stay informed, and never stop learning.

If you find this review helpful, you might also find our IWA portfolio useful. If you're interested in ETFs, take the first step towards a safer and more profitable investment journey by checking out our IWA portfolio today. ⬇️.

IWA PORTFOLIO

The IWA Portfolio is only available to Premium Subscribers.

IWA Quality Growth Stocks Portfolio

Return YTD 20.96% ➡️ 21.83%

Return 2Y 82.98% ➡️ 84.3%

Profitable Weeks 55.36%

IWA Quality ETF Portfolio

It’s one of the newest portfolios, having just celebrated its first anniversary. We are pleased with its progress, as it's safe, reliable, and stable.

Return YTD 17.17% ➡️ 18.64%

Return 2Y 51.37% ➡️ 53.27%

Profitable Weeks 60.71%

IWA High Dividend Portfolio

I am immensely proud of my holdings, which have grown from a small investment into a strong portfolio of 40 reliable stocks spanning stable industries, focusing on quality dividend growth.

Return YTD ➡️ 12.12% ➡️ 13.26%

Return 2Y 16.21% ➡️ 17.39%

Profitable Weeks 57.14%

Portfolio Indicated Dividend Yield 2.66%

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Remember: Investing is a journey, not a destination. It's about making informed decisions, managing risk, and staying committed to your long-term goals. So, take the time to research, experiment, and find the perfect recipe for your balanced portfolio.

Cheers to wealth, wisdom, and a dash of madness!

The Investing Wise Academy Team

Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.