The Yurta model portfolio had a nice rebound in August $212,050.99 (including USD 54,358.8 in cash), up 112.% since inception in 2023. That's a 15.63% total return per annum.
During August I did nothing portfolio wise. But on September 3rd added Keo Capital to the portfolio with a weight of 2.5%. Their Venezuela energy spinoff didn't happen because the valuation of the asset increased as Keo's stake is set to increase to 49%, tenure extended 20 years to 2056, and associated gas will be included, which Keo thinks could be worth more than the oil as it's liquids rich. Venezuela is opening and there are few ways to play it.
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