Rayeiris @Rayeiris: "✨✨𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙪𝙥𝙙𝙖𝙩𝙚!!✨✨ July was a not-too-bad..."

Australia

✨✨𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙪𝙥𝙙𝙖𝙩𝙚!!✨✨ July was a not-too-bad month for our portfolio, rising +2.56%. After a red June with -0.40% means a recovery for the losses. But, year to date, that means a return of 18.42%! In total, our portfolio has increased by 92.92% since the beginning! 📉𝙈𝙖𝙞𝙣 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙥𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚:📈 During July, our biggest position $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) (Alibaba Group Holding Ltd (Hong Kong)) increased by +9.6% and made a dividend payment of 0.12$ per share. Our new mid-cap companies are $WISE rising by +5.1%. and $TMV.DE (TeamViewer AG), which has increased a great +19.08%. Unfortunately, $GAW.L (Games Workshop) (Games Workshop) decreased by -3.47%, and $CROX (Crocs Inc) (Crocs Inc) decreased by -7.93% nonetheless, today presents great results in their Q2, better than expected, so I’m confident shortly the market is going to recognize the real value of the company, (great moment to buy). $BABA (Alibaba-ADR) (Alibaba-ADR) increased by +9.51% and also made a dividend payment of 1$ per share. $GOOGL (Alphabet Inc Class A) also decreased by -5.82%. But $RMV.L (Rightmove PLC) (Rightmove PLC) increased by 7.30%. $TEP.PA (Teleperformance SE) (Teleperformance SE), went up over 21.21% being the winner for the month and being the 4.39% of our portfolio, it means good news to overcome the losses of $UBER (Uber Technologies Inc.) (Uber Technologies Inc.), decreasing by -11.30% and also $META (Meta Platforms Inc) (Meta Platforms Inc), decreasing over -5.83%, however, today 1st of August, in the after hours it’s rising an 8.82% after publishing their Q2 earnings call. But I'm confident that Meta is going to recover soon. All said these are the main impacts of the portfolio. Even with some big losses we managed to outperform the $SPX500 and the $NSDQ100 widely as you can see in the image below. 🌼❗❗𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙘𝙝𝙖𝙣𝙜𝙚𝙨:❗❗🌼 After the news in the Etoro politics about implementing the flat fee per trade, I decided to close all the positions with a small value, since I had some tinny positions. Now I'm only going to open new positions with a value of 500$ or more. Because of that, I consider the minimum amount to open all of my positions to be 500$. I also recently bought $WISE and I’m planning to buy more if the price keeps going down since it will have great growth in the coming years and it is being heavily undervalued. ☀️☀️𝙊𝙪𝙩𝙡𝙤𝙤𝙠: 🔜🔜☀️☀️ It’s completely normal if we see some price adjustments in the market, I believe some companies are too overpriced right now, and also $BTC, so I’m cautious of not overpaying for anything. It is a good idea to keep some cash for the new upcoming opportunities. Nevertheless, it’s impossible to read the future, but with heavy companies in our portfolio, I’m very optimistic about the long-term results. Thanks for reading the update! See you soon 💖💖