Recent Investments for January 8, 2025

Good Morning,

The lump-sum investing exercise I shared earlier this year has been very beneficial in identifying the companies in the portfolio that I want to add to, subject to valuation requirements and changes in fundamentals. I've been going through my existing portfolio holdings, and deciding where do I want to add to my position, subject to valuation and position weights. You can view my portfolio holdings as of 12/31/2024 here.

I wanted to let you know that I added to two existing positions in my retirement account. Both companies have seen their price getting beaten down, possibly as there is some clouds around their business. I do believe this presents an opportunity to get more bang for my buck.

The companies include: