My ASX share portfolio is up 40% in 2024! Here’s my strategy for 2025

Cheerful boyfriend showing mobile phone to girlfriend in dining room. They are spending leisure time together at home and planning their financial future.

Image source: Getty Images

Barring a market meltdown in the second half of December, it looks like 2024 will be a very successful year for the Mickleboro ASX share portfolio.

As things stand, I am poised to record a return of over 40% for the 12 months.

How did I get here?

My exposure to high-quality companies in the tech, retail, and healthcare sectors helped my portfolio outperform this year.

The star of the show was undoubtedly my overweight position in Life360 Inc (ASX: 360). At the time of writing, the location technology company’s shares are up 200% year to date.

The now departed Altium also gave me significant funds to reallocate elsewhere after being taken over by Renesas this year. I didn’t stick around to see the takeover…

Source link