๐๐ฒ๐ ๐๐ฟ๐ฒ๐ฒ๐ป ๐ถ๐ป๐๐ฒ๐๐๐ผ๐ฟ๐, ๐ฑ
To briefly summarize what Iโve been up to this week; portfolio down -0.1%, +26% YTD.
๐๐๐๐ ๐ฐ
None.
๐ฆ๐ฒ๐น๐น๐ ๐ธ
$0916.HK (China Longyuan) ๐จ - An old Take Profit level triggered, no real reason to sell some of our small stake though, other than a local top. Chinese markets performing very well lately. Monitoring the price action. 12.5% Cash.
๐ช๐ฎ๐๐ฐ๐ต๐น๐ถ๐๐ ๐
Still interested in the materials space. Waiting to see if we do get the typical dip in markets around this time of year, and how these ($COPPER.FUT /$LIT) companies react. Plenty of dry powder.
$TSLA (Tesla Motors, Inc.) ๐ - Definitely hasnโt followed the market higher to ATHโs this year, but the lag could be the opportunity, last week breaking out above recent highs. Still sits towards the top of our portfolio and watching closely for any retest of the breakout level.
Keeping this brief to encourage it to become a more regular posting style.
๐ง๐ต๐ฒ ๐ณ๐๐๐๐ฟ๐ฒ๐ ๐ฏ๐ฟ๐ถ๐ด๐ต๐, ๐๐ต๐ฒ ๐ณ๐๐๐๐ฟ๐ฒ๐ ๐ด๐ฟ๐ฒ๐ฒ๐ป. ๐ฑ
Thanks, have a great week,
@Tom1313
โ๏ธ ๐ซถ... Show More
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Sat Dec 06 2025 03:26:28 GMT+0000 (Coordinated Universal Time)
