Dear investors,
in 2026, markets have rewarded selectivity over broad exposure. ๐๐ฎ๐ซ ๐ฒ๐๐๐ซ-๐ญ๐จ-๐๐๐ญ๐ ๐ซ๐๐ญ๐ฎ๐ซ๐ง ๐จ๐ +๐๐.๐% ๐จ๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ ๐ญ๐ก๐ ๐&๐ ๐๐๐'๐ฌ ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ +๐๐%, despite a particularly challenging July for the portfolio. This was due... Show More
๐๐ฅ๐ฉ๐ก๐๐๐๐ญ ๐๐ ๐๐๐ซ๐ง๐ข๐ง๐ ๐จ๐ฏ๐๐ซ ๐๐ฑ๐ฉ๐๐๐ญ๐๐ญ๐ข๐จ๐ง๐ฌ!
Strong core growth driven by AI, but net income heavily boosted by investment gains, while AI spending soared.
Q2 earnings delivered a solid revenue beat with ๐๐จ๐จ๐ ๐ฅ๐ ๐๐ฅ๐จ๐ฎ๐ ๐ฌ๐ฎ๐ซ๐ ๐ข๐ง๐ ๐๐% ๐๐จ๐ on AI-driven demand... Show More
My investment in $CRS (Carpenter Technology Corporation) (Carpenter Technology) continues to deliver, sitting +32% as the stock rallied on strong aerospace demand.
Last weekโs Q2 earnings beat (July 15) highlighted record specialty alloy shipments to defense and commercial jet programs, with management... Show More
๐ฏ๐๐๐๐ ๐๐๐๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ ๐๐ง๐ ๐ง๐๐ฑ๐ญ ๐ฌ๐ญ๐๐ฉ๐ฌ ๐๐จ๐ซ ๐ญ๐ก๐ ๐ฌ๐๐๐จ๐ง๐ ๐ก๐๐ฅ๐!
Hi all followers and copiers.
๐๐ก๐ ๐๐ข๐ซ๐ฌ๐ญ ๐ก๐๐ฅ๐ ๐จ๐ ๐ญ๐ก๐ ๐ฒ๐๐๐ซ ๐๐ฅ๐จ๐ฌ๐๐ ๐ฐ๐ข๐ญ๐ก ๐ ๐ ๐๐ข๐ง ๐จ๐ +๐๐,๐๐% (๐๐ฎ๐ง๐). โ โ
The bets in space sector companies and memory is under... Show More
๐ ๐๐๐๐๐๐๐ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐๐ฟ๐ผ๐๐ - (๐๐๐๐ ๐๐๐๐)
Portfolio in June close at: -1,52% better than major indexes.
๐๐๐ ๐ซ๐๐ญ๐ฎ๐ซ๐ง ๐ง๐จ๐ฐ ๐ข๐ฌ ๐จ๐ฏ๐๐ซ ๐ญ๐ก๐๐ง +๐๐%
SP500 YTD: 9%
Nasdaq100 YTD +15%
VTI YTD +9%
Some stocks have been sold, other such as space sector have been... Show More
๐๐ซ๐ข๐๐ ๐ฐ๐๐๐ค๐ฅ๐ฒ ๐ฎ๐ฉ๐๐๐ญ๐
First of all, I want to welcome 2 new copiers @mmbeak and @JohanBrus. Thank you so much for your trust, and thanks to all the longtime copiers who follow my investments.
The last few sessions have been very volatile; some sectors have been heavily priced in, especially... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Tue Aug 11 2026 09:32:43 GMT+0000 (Coordinated Universal Time)