Portfolio Update - Initial Distribution

Here’s the current allocation of the model portfolio. This is the initial version, and I will provide monthly updates following the last trading day of each month and also share updates on positioning besides value appreciation.

Important Disclaimer

The opinions expressed by the author, Moat Mind, are for informational and educational purposes only and should not be interpreted as financial or investment advice. The content presented does not constitute an investment recommendation and should not be relied upon to make investment decisions. The author is not acting in an investment adviser capacity and is not providing personalized financial advice. This content does not represent a comprehensive analysis of any company or security, and it is not a substitute for independent financial research. Investors should perform their own due diligence, which includes a thorough review of SEC filings and consultation with a qualified financial professional before making any investment decisions.The information presented is based on sources believed to be reliable but has not been independently verified. Therefore, the author does not guarantee its accuracy, completeness, or suitability for any specific purpose. Any views or opinions expressed are as of the date of publication and are subject to change without notice.

Disclosure: The author may hold positions in the companies or securities mentioned and may buy or sell these positions without further notice. The performance of the example portfolio shared on Moat Mind is not a promise of future returns. Past performance does not guarantee future results. This is not financial advice. You are solely responsible for your own investment decisions. Moat Mind disclaims any liability for losses incurred based on the information provided here. Always consult your own financial advisor before making any investment decisions.