
Portfolio Update July 2026
A Breakthrough Month for Portfolio Growth
Self taught investor. Focus on quality.
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A Breakthrough Month for Portfolio Growth

A quiet month of activity.

From Premium Growth to Value Play: The Investment Case for Zoetis in 2026

Improvement over April.

New position

Remaining idle while the market surges !!!!

Another painful month !

A 6.8% Dividend with Heavy Repurchases in a Low-Growth Era.

Monthly Summary

Eurofins Scientific $ERF.PA, a long holding in the DInvests portfolio recently published their Q4 and Full year results.