๐น๐๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐ฉ๐๐๐ญ๐ - ๐ ๐ช๐ฃ๐ ๐ฎ๐ฌ๐ฎ๐ฑ๐น
Dear copiers,
Despite not that much activity and key positions like $AGRO (Adecoagro S.A.), May was so far the best month (+4.37%) for the portfolio this year.
๐ Portfolio updates:
โข Only developed the $WBD (Warner Bros Discovery Inc) position at a good price
This was more of a continuation of the recovery from the April tariff shock, but things havenโt really recovered. $OIL is still close to CAPEX-cutting territory for many companies, $GOLD is still close to its all-time high, and we still didnโt get the end of the tariff story.
I talk more about the main earnings reports and developments during the month in the portfolio update posted recently! Make sure to check it out: youtu.be/IeJfQPyMYNI
If you have any questions or suggestions, donโt hesitate to let me know!
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โ๏ธ If you would like ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ exposure to global value investments and dividends, consider copying my portfolio. Read the pinned post for more details.
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๐ ๐๐ญ๐ก๐๐ซ ๐ฉ๐จ๐ฌ๐ญ๐ฌ: ๐ Handbook for Copiers: etoro.tw/3XvWfpA
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๐ ๐๐ญ๐ก๐๐ซ ๐ฅ๐ข๐ง๐ค๐ฌ: YouTube channel: www.youtube.com/channel/UCLqygB-tDDzP8HcNDV0k7ig... Show More
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Tue Feb 10 2026 21:30:15 GMT+0000 (Coordinated Universal Time)
