Weekly Portfolio Update
A warm welcome to my new copier @luguungii
I’m very happy to have you on board.
And if I see your profile picture correctly, there is a dog involved. That already makes you very sympathetic to me. I have a dog too, and I love dogs.
My portfolio is currently at a new all time... Show More
AI infrastructure has been part of the story for quite some time — and Dell just reinforced that point once again.
After the US market close, $DELL (Dell Technologies Inc C) reported $43.84 billion in revenue, up 88% year over year, and adjusted EPS of $4.86, clearly above expectations. The company... Show More
Portfolio Update May 25
Dear copiers and followers,
A warm welcome to @Mero33
I’m very happy to have you on board as a new copier. Thank you for your trust.
Today I started to sharpen the structure of my portfolio.
The core strategy remains unchanged:
A disciplined core-satellite portfolio.
The... Show More
Ich habe die Position soeben mit einem Gewinn in Höhe von 62.32% geschlossen.
Philip Morris did its job well: +62% since July 2024. But at this level, I would not open the position again. So I’m taking the gain and redeploying capital with clearer conviction.... Show More Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
Weekly Portfolio Update, Monday May 25, 2026
Good morning everyone,
here is my short portfolio review for last week.
Current performance:
YTD: +7.74 %
2Y: +81.57 %
May: +2.17 %
Risk Score: 4
Market Outlook:
Markets remain interesting: NVIDIA once again reported very strong numbers and confirmed that... Show More
Ich habe gerade eine Position mit 0.40 % meines Eigenkapitals eröffnet.
I’m using the pullback to open a first position in Infineon. Semiconductors remain a key building block for the future: electrification, industrial automation, AI infrastructure and, longer term, quantum computing all support structural... Show More
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Sun Jun 07 2026 09:33:16 GMT+0000 (Coordinated Universal Time)