Tautvydas Valatka @JKHighLight: "🧭 𝐌𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐉𝐨𝐮𝐫𝐧𝐞𝐲: 𝐖𝐞𝐞𝐤..."

Lithuania

🧭 𝐌𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐉𝐨𝐮𝐫𝐧𝐞𝐲: 𝐖𝐞𝐞𝐤 𝟖𝟐 This week can be summed up in one simple phrase – a breath of fresh air. Early in the week, there were some positive geopolitical developments. As usual, the situation shifted day by day, sometimes improving, sometimes worsening, but overall it had a very positive impact on my portfolio. Over the week, I recorded a 6.13% gain – nearly double the performance of the broader stock market. This pushed my 2026 results back into positive territory, with a year-to-date return of 3.79%. Looking at the full 82-week period, the total return has climbed even higher, reaching 65.4%. That said, not everyone reacts the same way to market turbulence. Over the week, I lost one copier in the eToro Popular Investor program, although I still have 225 remaining. Those who stayed, however, saw strong gains, and the total capital copying my portfolio increased by more than $20,000, reaching $316.6K. As reflected in the strong weekly performance, individual positions also delivered impressive results. Out of 25 stocks in the portfolio, 23 moved higher this week. Two of them posted double-digit gains, while the two declining positions saw only modest drops of around 2–3%. The top performer this week was Denver-based precious metals mining company $SSRM (SSR Mining Inc) , which surged by 19.4%. Even more notably, this marks the second consecutive week of double-digit growth for the company, following a roughly 15% increase the previous week. This momentum was largely driven by rising gold prices and a renewed investor shift toward safer assets amid geopolitical uncertainty, as well as improving sentiment across the broader commodities sector. The second double-digit gainer was $CIEN (Ciena Corp) , a U.S. high-tech company that I added to the portfolio just this week. Its value rose by an equally impressive 11.5%. This jump was supported by growing expectations around artificial intelligence and rapidly increasing data traffic, both of which require more advanced network infrastructure. In addition, there are improving outlooks for investment from telecom operators and cloud service providers. As mentioned earlier, the broader market moved at a much slower pace than my portfolio. Both the S&P 500 and the MSCI World Index rose by about 3.2–3.3%, roughly three percentage points less than my return. Despite the recent gains, both indices remain in negative territory for the year, at around -2.6% and -3.8% respectively. That puts them 6–7 percentage points behind my performance in 2026, and over the full 82-week period, the gap has widened to nearly 50 percentage points. $SPX500 $NSDQ100 $GOLD $BTC

Not investment advice. The author may have financial interests in the mentioned instruments.