Dear readers,
In this post, I will introduce you to the events and transactions that took place on my account.
The news of the new perception of the world, which is heard from the USA, forced me to make some changes in the portfolio. First of all, I created free cash in order to be able to react to possible declines associated with the trade war and general uncertainty in the markets. I closed only the trades that were profitable, I sold ETF positions, I got rid of Tesla, where the founder himself is destroying his own brand with political decisions, but I also sold, for example, Disney, Volksawagen or Alibaba. On the other hand, I collected titles from the crypto ( dollar cost average), but also, for example, shares of European companies that are engaged in defense and military business. $BA.L (BAE Systems plc ) I read that Europe does not have enough production capacity to sharply increase production, and it is possible that some of it will be produced for Europe by American companies, whose shares are currently weakening. I will monitor this segment and possibly add it to the portfolio.
In March, dividends were paid by about 30 companies, all titles with average returns, I can perhaps mention Ford, Pfizer, $GGB (Gerdau SA-ADR)$VALE (Vale SA-ADR) and Saudi Aramco.
In my personal life, I am gaining new experience, such that the company where I have worked for 17 years informed me that my services will no longer be needed and as an official reason they cited the takeover of work by artificial intelligence and cheaper labor in India. This is a common situation for employees of shared service centers in Central Europe. On the contrary, if a company that is doing well continues to lay off people, thus reducing its costs, then we can expect its shares to continue to grow. Layoffs are usually positive news for investors. That is why I am considering adding $IBM (International Business Machines Corporation (IBM)) to my portfolio and will watch how it grows.
Thanks and have a nice day, Juraj... Show More
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Tue Dec 09 2025 10:35:45 GMT+0000 (Coordinated Universal Time)
