Long-Assets
Investing is like surfing, you don't catch the wave when it's here, you wait for it and then ride it. Markets go 🟢or🔴 however solid foundation helps us to continiously grow📈. We had a very good week, and are positioned forward for even better results the rest of the year Thus this portfolio has few simple essential rationals 💵: ✅Well established companies who are ready to take the next step to growth via capex and efficiencies. ✅Demand for their current product that will also be there in the future. ✅The companies have to be financially sound which will be done through multiple analysis ✅Lastly, the companies will be in a sector which I understand, familiar with, know the trends and have had professional experience dealing with. Every trade or increase in position that we undertaken will be posted alongside the rational and explanation behind it. Put on watch list, follow and let actions speak louder than words. Copy when satisfied with what you see💵💲📈. $NSDQ100 $SPX500 $GOOG (Alphabet) (Alphabet) $JPM (JPMorgan Chase & Co) (JPMorgan Chase & Co) $GS (Goldman Sachs Group Inc) (Goldman Sachs Group Inc) $TSLA (Tesla Motors, Inc.) (Tesla Motors, Inc.) $MSFT (Microsoft) (Microsoft) $NVDA (NVIDIA Corporation) (NVIDIA Corporation) $CVX (Chevron) (Chevron) $OXY (Occidental Petroleum Corp) (Occidental Petroleum Corp) $SMCI (Super Micro Computer, Inc) (Super Micro Computer, Inc) $ORCL (Oracle Corporation) (Oracle Corporation) $SNOW (Snowflake Inc.) (Snowflake Inc.) $NFLX (Netflix, Inc.) (Netflix, Inc.) $SPOT (Spotify Technologies SA) (Spotify Technologies SA) $AMZN (Amazon.com Inc) (Amazon.com Inc) $META (Meta Platforms Inc) (Meta Platforms Inc) $INDA $TTE.PA (TotalEnergies SE) (TotalEnergies SE) $V (Visa) (Visa) $MA (Mastercard) (Mastercard) $VICI (VICI Properties Inc) (VICI Properties Inc) $MU (Micron Technology, Inc.) (Micron Technology, Inc.) $PEP (PepsiCo) (PepsiCo) $CIBR $SHB-A.ST (Svenska Handelsbanken ser. A) (Svenska Handelsbanken ser. A)