Jozef Harendarcik @JozefHarendarcik: "Portfolio update: September (1). We ended..."

Slovakia

Portfolio update: September (1). We ended the first week in the green and I expect that by the end of the month the two-year portfolio return could exceed 100%, mainly for the following reasons: - $APP (Applovin Corp) and $HOOD (Robinhood Markets Inc.) will be added to the $SPX500 index. The news came after the market closed on Friday. Shares of both companies rose by about 6%. - $ORCL (Oracle Corporation) will report Q2 results on Monday. I will use them to decide how to proceed with the company as I plan to continue reducing my positions in the AI sector. - I am closely following the tense political situation in France and at the same time French companies, especially $BNP.PA (BNP Paribas SA), in which I opened a small position this week. - I closed one position on $BRK.B (Berkshire Hathaway Inc) after a slight recovery. I expect the company's shares to drop dramatically in the new year, after W. Buffett leaves the company. - I opened positions in $ACHR (Archer Aviation Inc) . I really like the idea of electric helicopters as taxis. - I added $MSFT (Microsoft) positions, which also fell due to a workplace death. At the same time, I want to have more money in this great company. - $LULU (Lululemon Athletica Inc) shares fell dramatically on Friday. After carefully studying the financial results and overall management over the years, I did not hesitate to add the company to my portfolio. - I continue to analyze the strike in $BA. I would like to add new positions and will do so as soon as the tension in the company eases. Have a nice day. Jozef