๐๐๐ฐ ๐๐ฎ๐ฒ๐ฌ
I used the market shakiness to open a new position - $GE (General Electric Co)
Itโs currently a 2.46% position, but Iโd be happy to build it up to around 4.50%, so Iโll likely be adding more in the near future.
At first glance, the fundamentals might make it look like this company... Show More
Microsoft's earnings reaction put the valuation in attractive territory. Wall Street will always find a reason to complain. Use it as a buying opportunity.
It's currently below 30 P/E, which is a great deal for a stable and well diversified company. If you were looking for an entry point, that's... Show More
๐๐๐๐ ๐๐ฎ๐ฆ๐ฆ๐๐ซ๐ฒ
It has been a decent year. I'm very happy with how most of my stocks performed. Adding more during tariffs dip was a really good decision.
This year I managed to slice my position count to 31. I plan on making it a bit shorter this year as well, aiming for 20 to 25 positions.
๐๐๐ฌ๐ญ... Show More
๐๐๐ฐ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ
Some time ago, I decided to open tax-free account. The strategy will be quite different than on my regular portfolio.
Current strategy for this portfolio assumes investing in high quality businesses at undervalued-to-fair prices or higher prices if the growth justifies it... Show More
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