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Macro investing - Gertjan

Portfolio update July 2026

Portfolio update #3 - How I performed in July and how my current portfolio looks like

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Macro investing - Gertjan
Aug 03, 2026
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This is my third update to show my personal portfolio about the previous month.

You can read my previous update here: Portfolio update June

I hope you enjoy the article and it gives you some clarity and lessons for your own investment journey.

My approach

My approach to buy quality businesses for a fair price.

Besides buying companies I buy assets which will…

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