Akansha Trivedi @Akatri: "𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝙘𝙡𝙤𝙨𝙞𝙣𝙜 𝙖𝙣𝙙 𝙉𝙤𝙫𝙚𝙢𝙗𝙚𝙧 𝙖𝙘𝙩𝙞𝙤𝙣𝙨..."

Germany

Edited

𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝙘𝙡𝙤𝙨𝙞𝙣𝙜 𝙖𝙣𝙙 𝙉𝙤𝙫𝙚𝙢𝙗𝙚𝙧 𝙖𝙘𝙩𝙞𝙤𝙣𝙨 𝙪𝙥𝙙𝙖𝙩𝙚 Dear investors, A warm welcome to all new copiers and followers — great to have you on board! We closed October at +4.32 %, bringing our year-to-date performance close to +29 %. For comparison, the $SPX500 gained +2.4% during the same month. Amazon $AMZN (Amazon.com Inc) Earnings Amazon delivered another strong quarter: revenue +13 % y/y to $180 billion, with AWS growth +20 % and record cloud margins. The company continues to show operating leverage and disciplined cap-ex allocation into AI infrastructure — validating our long-term thesis around cash-flow-driven growth in big tech. 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙍𝙚𝙩𝙬𝙚𝙖𝙠 We’ve closed positions in: Alibaba (BABA) Netflix (NFLX) Johnson & Johnson (JNJ) LVMH (LVMH.PA) These were tactical exits after meeting target returns or reaching stretched valuations or reinvested it into other positions within the same sector with better potential (e.g. JNJ into ABBVIE). We’ve also opened a new position in $WISE.L (Wise Ltd) — a high-quality fintech with solid profitability, cross-border transaction growth, and expanding regulatory moat. This strengthens our exposure to digital-payments and FX infrastructure — a sector with secular tailwinds even in slower-growth environments. $GOLD Update In China, the PBoC continues steady gold-reserve accumulation, while wholesale demand from the Shanghai Gold Exchange remains firm despite tax changes. This tightening of local supply combined with central-bank buying can serve as a tailwind for global gold prices going forward. 𝟮𝟬𝟮𝟱 𝙊𝙪𝙩𝙡𝙤𝙤𝙠 Our approach remains disciplined — focused on quality, valuation, and resilience. Thank you for your continued trust and engagement — more updates will follow as we enter November. Best @Akatri $NSDQ100

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SPX500

AMZN

Amazon.com Inc

WISE.L

Wise Ltd

GOLD

NSDQ100

Akatri

Akansha Trivedi

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