March has been one of the most challenging months we've seen in a long time. My portfolio closed the month at โ12%, driven largely by broad market volatility triggered by escalating tensions between the U.S. and Iran. This conflict pushed oil prices higher and triggered global riskโoff sentiment,... Mostra di piรน Traduci
Time for a quick update on my portfolio activity this month. Iโve 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.
๐ช๐ต๐ ๐ฆ๐๐ฃ?
SAP remains one of the most deeply integrated ERP systems across the worldโs... Mostra di piรน Traduci
This week I added $ROCKB.CO (Rockwool International B A/S) to my portfolio. Iโve 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... Mostra di piรน Traduci
Tomorrow is the last trading day, but Iโm sharing my recap today so I can relax. If nothing dramatic happens tomorrow, weโll close the year around +๐ฏ๐ฑ%! ๐ฏ
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... Mostra di piรน Traduci
๐ November so far has been tough โ my portfolio at this moment is ๐ณ% ๐ฑ๐ผ๐๐ป. Instead of chasing quick rebounds, Iโm thinking long-term and exploring ideas for the future.
๐ ๐๐๐๐ฉ ๐โ๐ข ๐๐ค๐๐ช๐จ๐๐ฃ๐ ๐ค๐ฃ
- Keeping my core positions in $MSFT (Microsoft) and $META (Meta Platforms Inc) which... Mostra di piรน Traduci
๐ $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) ๐๐ฅ๐๐๐ฉ๐ โ ๐พ๐ค๐ฃ๐๐๐๐๐ฃ๐๐ ๐๐ง๐ค๐ข ๐ฉ๐๐ ๐๐ค๐ฅ
French billionaire Bernard Arnault just made a bold move: he invested โฌ1.4 billion to increase his stake in LVMH, bringing his ownership close to 50%. This signals strong confidence in the luxury... Mostra di piรน Traduci
๐ ๐๐๐ฉ๐ค๐๐๐ง ๐๐๐ง๐ ๐๐ฉ ๐๐ฃ๐๐ฅ๐จ๐๐ค๐ฉ โ ๐๐๐๐ ๐๐ฉ๐ง๐๐ฃ๐๐ฉ๐ ๐ผ๐ข๐๐ ๐๐ก๐ค๐๐๐ก ๐๐ฃ๐๐๐ง๐ฉ๐๐๐ฃ๐ฉ๐ฎ๐
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... Mostra di piรน Traduci
๐ ๐๐๐๐ ๐๐ช๐ง๐๐๐จ ๐๐ซ๐๐ง ๐ญ๐ฌ%
Today, $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) (Louis Vuitton Moรซt 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... Mostra di piรน Traduci
Iโve added $UNH (UnitedHealth) to my portfolio this week, and hereโs why I believe itโs a compelling long-term play:
๐ญ. ๐๐ข๐๐ง๐ฉ ๐๐ค๐ฃ๐๐ฎ ๐๐จ ๐๐ค๐ซ๐๐ฃ๐ ๐๐ฃ
Two of the most respected investors in the worldโ๐๐๐ง๐ง๐๐ฃ ๐ฝ๐ช๐๐๐๐ฉ๐ฉโ๐จ ๐ฝ๐๐ง๐ ๐จ๐๐๐ง๐ ๐๐๐ฉ๐๐๐ฌ๐๐ฎ and ๐ฟ๐๐ซ๐๐ ๐๐๐ฅ๐ฅ๐๐งโ๐จ... Mostra di piรน Traduci
๐ง๐ช ๐ฝ๐๐ก๐๐๐๐ฃ ๐๐ฃ๐ซ๐๐จ๐ฉ๐ค๐ง๐จ: ๐๐ฃ๐ค๐ฌ ๐๐ค๐ช๐ง ๐๐๐ฝ ๐๐๐ก๐๐๐๐ฉ๐๐ค๐ฃ๐จ!
๐ ๐ก๐ผ๐๐ฒ: ๐ง๐ต๐ถ๐ ๐ฎ๐ฝ๐ฝ๐น๐ถ๐ฒ๐ ๐ผ๐ป๐น๐ ๐๐ผ ๐ถ๐ป๐๐ฒ๐๐๐ผ๐ฟ๐ ๐๐ต๐ผ ๐ฎ๐ฟ๐ฒ ๐ฟ๐ฒ๐๐ถ๐ฑ๐ฒ๐ป๐๐ ๐ผ๐ณ ๐๐ฒ๐น๐ด๐ถ๐๐บ.
If you're buying or selling stocks in Belgium youโre subject to the Tax on Stock Exchange... Mostra di piรน Traduci
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