Rayeiris @Rayeiris: "✨✨𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙪𝙥𝙙𝙖𝙩𝙚!!✨✨ August came with..."

Australia

✨✨𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙪𝙥𝙙𝙖𝙩𝙚!!✨✨ August came with a lot of emotions for our portfolio, we started the month losing a -2.02% with low expectations of rising, and surprisingly we finished with a positive +3.56%! A great example of the market volatility, I must say, I was not impressed with these movements. Because, we all know the long-term benefits of being invested for longer periods of time in the stock market. If we compare ourselves with the $SP500 +2.30% we still beat the market! Year to date, we are receiving a return of 23.62%! In total, our portfolio has increased by 101.44% since the beginning! (What!) 📉𝙈𝙖𝙞𝙣 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙥𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚:📈 During August, I increased my positions in $WISE making this share our biggest position, I think it is a good time to keep buying since it is falling a -1.7%, the second biggest position with a 12.63% of our portfolio $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) (Alibaba Group Holding Ltd (Hong Kong)) (Alibaba Group Holding Ltd (Hong Kong)) increased by +5.37%, this month they released their quarterly results, and even if the results were not amazing, they are rebuying shares ($ 5.8 billion), and investing in AI to improve their efficiency, so I am confident in any moment the table will turn for ALIBABA. $GAW.L (Games Workshop) (Games Workshop) (Games Workshop) increased by +1.55%. 🤑🤑But the big deal here is $CROX (Crocs Inc) (Crocs Inc) (Crocs Inc). They shock me after posting their new "Director of dudes" of HeyDUDE! our sweet Sydney Sweeney, I am a big fan of her, her dedication and talent, and amazing work in Euphoria, but I am not the only one! Crox shares went up by +8.78%, after a depressing July, this is so exciting! I think with this marketing campaign HeyDUDE will get a good position in their footwear sales worldwide. $UBER (Uber Technologies Inc.) (Uber Technologies Inc.) (Uber Technologies Inc.), recovered July losses, with a solid +13.43%. $META (Meta Platforms Inc) (Meta Platforms Inc) (Meta Platforms Inc), one of our favourite's tech companies increased a nice +9.79% after Zuckerberg said "Meta AI is on track to be the most used AI assistant in the world by the end of the year," in their Q2 earning release showing a +73% in their net income compared with the 2023. $RMV.L (Rightmove PLC) (Rightmove PLC) (Rightmove PLC) dropped by -3.6% during August, but on September 2nd went up by a 27.43% 🌼❗❗𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙘𝙝𝙖𝙣𝙜𝙚𝙨:❗❗🌼 I recently bought $BRBY.L (Burberry Group) despite the market pessimism, I studied the company and made the projections of the revenue of the company and trading by 8.71 PE ratio, we have a big margin of safety, with a company without any debt, and a good brand power. I think even if they could not keep rising prices without an impact on the market, as the other deluxe brands, said LVMH and others, even if we consider Burberry as "Premium" instead of luxury, (that I believe is not the case) we have huge opportunity with this price, and the new design of the brand. If you want me to share my projections and my extensive study of this company just let me know in the comments. ☀️☀️𝙊𝙪𝙩𝙡𝙤𝙤𝙠: 🔜🔜☀️☀️ The future is uncertain, the only thing we have is today, that is why I try to only focus myself in what I can control today, I see good opportunities in my portfolio and I am planning to keep putting money every time I could. I see myself with financial freedom at age 40 so with compound interest, and with a return of 10% annually during 12 years I see how this could work if everything goes well. Thanks for reading the update! See you soon 💖💖