📈 June Portfolio Update – Strong Recovery After a Difficult Start
June was a volatile month for my portfolio, but also a good example of why patience matters in the stock market.
After the first two weeks, the portfolio was down approximately 6–7%. Several growth stocks, AI-related names and higher-beta... Show More
Dear copiers and followers,
Unfortunately, I missed last week’s update, so this one covers the past two weeks.
The first week was tough, with the portfolio down around 6–7% as growth, AI and quantum-related stocks experienced significant volatility. During that weakness, I also decided to close my... Show More
May Portfolio Update
After a strong month in April, my portfolio gained another nearly 12% in May, marking two consecutive months of great performance. The strongest performers were primarily found across solar energy, memory semiconductors, quantum computing, AI infrastructure, and next-generation... Show More
AI Infrastructure, Energy & Quantum Stocks Powered Another Strong Week 📈
Another great week for the portfolio, finishing around +5% overall.
The strongest momentum continued coming from AI infrastructure, energy, automation and next-generation computing companies. Several new positions performed... Show More
$NVDA (NVIDIA Corporation) shows why I still see strong upside in my portfolio
Dear copiers and followers,
$NVDA has reported another very strong quarter, and the results once again confirm that demand for AI infrastructure remains extremely high.
Revenue came in at $81.6B, above expectations of roughly... Show More
Opened 3 small crypto positions today $BTC$ETH and $RENDER After the big bounce back it’s a good time to open some positions. I believe there will still be altseason later this year and that’s why I put ethereum and render to my portfolio.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
$ETH We finally broke the trendline after more than 6 weeks. Right now we retest the trendline, if it holds and we make a higher high above $3520 it's a great buying opportunity.
Keep an eye on it.
Have a nice weekend.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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