✅3Q2023 Investors' Letter for Truffle Portfolio by Pete

Jul 11, 2023 6:00 am

I hope this letter finds you well and that you've been enjoying the continued success in your investments.

Year to date, the Truffle Portfolio managed by Pete has achieved 20.07% on average vs SP500 14.36% as of writing (11 Jul 2023). You will be able to see your individual account returns at the online portal.

As always, I appreciate your trust and confidence in our investment portfolio. I would like to congratulate those who took advantage of the last fund top up call and added more funds during the Q1 new funds window.

In this letter, I will provide you with an overview of the current market conditions, discuss the impact of interest rates on the stock market, delve into the much-debated bull market recovery in 2023, highlight the performance of our portfolio, and outline our cautious yet optimistic approach moving forward.

If you wish to open a managed portfolio with Pete or top up your existing account, you find the necessary instructions in the letter.

For more information on the managed account service by Pete - Truffle Portfolio, go to www.investwithpete.co