Andy's Angle Investing Portfolio: July Update

As we wrap up the seventh month of the year it's time for our monthly recap on our flagship investing portfolio, as well as an update on what we are watching heading into August.

In July we also introduced our "Trade Spotlights" segment to compliment our existing portfolio, and we will give updates on those plays within this recap as well.

2023 has been an incredible year for investing and returns have been abundant.

As a result, our portfolio is up 31% YTD and we expect this figure to increase notably as we anticipate our holdings to continue reporting positive earnings and market conditions are likely to remain conducive to higher returns.

Our value investing strategy has beaten the S&P 500 so far this year and we anticipate to continue doing so given the immense value disparity in our holdings from what we consider their fair valuations, giving further upside yet to be realized.

As we head into the last couple of quarters of 2023, we do expect broader market returns to begin tapering as indexes approach all time highs, but we anticipate our portfolio returns to accelerate.

Three quarters worth of earnings are set to be released over the next five months, and as value investors, earnings reports provide the highest returns as more financial figures are digested by markets and our holdings appreciate to their fair valuations.

With that being said, here is an overview of our portfolio as well as positional breakdowns and analysis as we close out July and look forward to August...