Markku Hirvonen
Portfolio Update Very pleased with this portfolio's performance - up 26.89% over the past 12 months vs SPX500's 16.64%. Closed crypto positions last week and secured profits as I anticipated increased volatility and identified early correction signals. Currently targeting undervalued quality and growth stocks with strong fundamentals for new positions. My core strategy focuses on long-term positions in high-ROI qulality companies with solid business models. I don't chase cheap, uncertain plays - consistent quality investing delivers the most reliable returns over time. Currently holding 6.67% cash, staying patient and selective while waiting for attractive buying opportunities in this market environment. Quality over quick gains remains my guiding principle📈 $GOOGL (Alphabet Inc Class A) $ASML.NV (ASML Holding NV) $NOVO-B.CO (Novo Nordisk B A/S) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $META (Meta Platforms Inc) $MSFT (Microsoft)