Monitoring

Monitoring Log

DateScore Action
14/07/2026-2.20Flagged Global Equity Portfolio for review — risk score crossed into the high-risk band.
13/07/2026-2.60Trimmed Apple Inc. and ASML Holding to reduce Technology concentration in Global Equity Portfolio.
12/07/2026-2.90Added a USD/CHF hedge to Global Equity Portfolio ahead of Fed Chair Testimony.
10/07/2026-1.80Sold Samsung Electronics; reallocated proceeds to Cash & Equivalents.
08/07/2026-0.30We have to keep an eye on U.S.-China tech tensions — potential further downside for Technology holdings.
05/07/2026+0.35Reviewed Global Equity Portfolio ahead of US CPI Release; no action taken.
01/07/2026+0.95Bought additional Nestlé SA shares in Global Equity Portfolio on the valuation dip.
27/06/2026+0.60Increased Gold (XAU/USD) allocation in Commodities Portfolio as a defensive hedge.
23/06/2026+1.10Rebalanced Income & Bonds Portfolio — added German Bund 10Y, trimmed Italian BTP 10Y.
19/06/2026+0.80Watching the OPEC+ Production Meeting outcome for Commodities Portfolio energy exposure.
16/06/2026+0.50Bought WTI Crude Oil in Commodities Portfolio on supply-risk headlines.