Weekly Result : -7% (We are now at 40% from 47% of last week)
🏆 2026 Return: +40% (Lost all profit of last week)
(Cash position raised to 20% ready for the new week coming )
The past week was a difficult one, hard to decipher, but overall it wasn't too bad. I decided to sell a few positions where... Show More
Portfolio Update 20/06/2026
🔥 Weekly Gain: +6% (We are now at 47% from 41% of last week)
🏆 2026 Return: +47% (moving closer to the target of 50%)
(Stock rebalanced and ready for the new week coming )... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
@mick_repo Hi Miska, I wanted to ask for your opinion. You seem to be one of the few remaining believers in Diageo, and honestly, I'm struggling to see the investment case at the moment. Looking at your otherwise excellent selection of stocks, Diageo stands out to me as an unusual choice. Growth... Show More
$PL (Planet Labs PBC) planet labs is one of the most overlooked opportunities in the market today. The stock has fallen 45% from its highs, but the business itself has never looked stronger. That is why I will start building a position from today. At current levels, the downside is limited compared to... Show More
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