Time for a quick update on my portfolio activity this month. I’ve added two new positions: $SAP (SAP SE ADR) and $EVS.BR. Both align well with my goal of holding strong, reliable businesses for the long run.
𝗪𝗵𝘆 𝗦𝗔𝗣?
SAP remains one of the most deeply integrated ERP systems across the world’s... Afficher plus Traduction
This week I added $ROCKB.CO (Rockwool International B A/S) to my portfolio. I’ve been following the company for a while and finally decided that the current conditions offered an attractive entry point. The business fits well with my long-term mindset: essential products, strong positioning, and relevance... Afficher plus Traduction
Tomorrow is the last trading day, but I’m sharing my recap today so I can relax. If nothing dramatic happens tomorrow, we’ll close the year around +𝟯𝟱%! 🎯
December was strong, mostly thanks to $SMSN.L (Samsung Electronics Co Ltd - GDR) which performed really well in the last few days.
Thank you all... Afficher plus Traduction
📉 November so far has been tough – my portfolio at this moment is 𝟳% 𝗱𝗼𝘄𝗻. Instead of chasing quick rebounds, I’m thinking long-term and exploring ideas for the future.
🔍 𝙒𝙝𝙖𝙩 𝙄’𝙢 𝙛𝙤𝙘𝙪𝙨𝙞𝙣𝙜 𝙤𝙣
- Keeping my core positions in $MSFT (Microsoft) and $META (Meta Platforms Inc) which... Afficher plus Traduction
📈 $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) 𝙐𝙥𝙙𝙖𝙩𝙚 – 𝘾𝙤𝙣𝙛𝙞𝙙𝙚𝙣𝙘𝙚 𝙛𝙧𝙤𝙢 𝙩𝙝𝙚 𝙏𝙤𝙥
French billionaire Bernard Arnault just made a bold move: he invested €1.4 billion to increase his stake in LVMH, bringing his ownership close to 50%. This signals strong confidence in the luxury... Afficher plus Traduction
📊 𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝙈𝙖𝙧𝙠𝙚𝙩 𝙎𝙣𝙖𝙥𝙨𝙝𝙤𝙩 – 𝙏𝙚𝙘𝙝 𝙎𝙩𝙧𝙚𝙣𝙜𝙩𝙝 𝘼𝙢𝙞𝙙 𝙂𝙡𝙤𝙗𝙖𝙡 𝙐𝙣𝙘𝙚𝙧𝙩𝙖𝙞𝙣𝙩𝙮🌐
As we approach the end of October, markets have been navigating a mix of geopolitical tension and tech-driven optimism.
China tightened export controls on critical metals like gallium... Afficher plus Traduction
📈 𝙇𝙑𝙈𝙃 𝙎𝙪𝙧𝙜𝙚𝙨 𝙊𝙫𝙚𝙧 𝟭𝟬%
Today, $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) (Louis Vuitton Moët Hennessy) delivered a powerful surprise to the markets, with its stock soaring over 10% following its Q3 earnings report. As a proud holder of LVMH in my portfolio, I see this as a strong... Afficher plus Traduction
I’ve added $UNH (UnitedHealth) to my portfolio this week, and here’s why I believe it’s a compelling long-term play:
𝟭. 𝙎𝙢𝙖𝙧𝙩 𝙈𝙤𝙣𝙚𝙮 𝙄𝙨 𝙈𝙤𝙫𝙞𝙣𝙜 𝙄𝙣
Two of the most respected investors in the world—𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩’𝙨 𝘽𝙚𝙧𝙠𝙨𝙝𝙞𝙧𝙚 𝙃𝙖𝙩𝙝𝙖𝙬𝙖𝙮 and 𝘿𝙖𝙫𝙞𝙙 𝙏𝙚𝙥𝙥𝙚𝙧’𝙨... Afficher plus Traduction
📊 𝙍𝙖𝙩𝙚 𝘾𝙪𝙩𝙨 𝘼𝙝𝙚𝙖𝙙?
The US-EU trade deal has shifted markets from uncertainty to confusion. Disagreements over pharmaceutical exports and vague implementation details have exposed deep divisions within the EU. Meanwhile, the US imposed a 15% import tax on European goods—likely to hit American... Afficher plus Traduction
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