๐๐๐๐๐ฆ๐๐๐ซ- Update ๐ข
๐๐๐๐ซ ๐๐จ๐ฉ๐ข๐๐ซ๐ฌ ๐๐ง๐ ๐๐จ๐ฅ๐ฅ๐จ๐ฐ๐๐ซ๐ฌ / ๐๐๐ฅ๐๐จ๐ฆ๐ ๐ญ๐จ ๐๐ฅ๐ฅ ๐ง๐๐ฐ ๐๐จ๐ฉ๐ข๐๐ซ๐ฌ ๐๐ง๐ ๐๐จ๐ฅ๐ฅ๐จ๐ฐ๐๐ซ๐ฌ.
๐The US government shutdown is over.
๐ ๐ข๐ง๐๐ฅ๐ฅ๐ฒ ๐ฐ๐ ๐ก๐๐ฏ๐ ๐ฌ๐จ๐ฆ๐ ๐๐๐ญ๐ that can be at least partially guided but predictions cannot be made, the markets are still nervous, one day we grow, then we fall. It is not clear whether we will grow or the end of the year will go sideways.
Trump is talking about how he wants to repay the US debt in cryptocurrency, that will be very interesting.
There are rumors that Russia will return to international trade, it is currently selling large reserves of gold. We will see how it turns out.
The ๐๐จ๐ซ๐ซ๐๐๐ญ๐ข๐จ๐ง ๐ข๐ง ๐๐จ๐ฏ๐๐ฆ๐๐๐ซ came later than I expected, but it came. Which gave us room to enter the market and make some investment changes, at relatively good prices. However, the markets are far from returning to their original values. In my opinion, we are not out of the worst. I would rather say that the situation will calm down a bit after the ๐ ๐๐ ๐ฅ๐จ๐ฐ๐๐ซ๐ฌ ๐ซ๐๐ญ๐๐ฌ a little in December. This could bring some wind to our sails even though I have experienced better years than 2025. First NVDA was pulling the markets, now GOOG has replaced it.
โ ๐ฐI have been getting rid of some titles that I no longer want to hold. I don't know what their future will be but they have lost their potential for me.
I held ๐๐๐ back when it was ๐๐ข๐ฌ๐๐จ๐ฏ๐๐ซ๐ฒ but it is not clear if anyone will buy them and when. ๐๐๐๐ Chinese coal company, paid nice dividends but its price did not return to expected values. ๐๐๐๐ฅ๐ญ๐ฒ ๐๐ง๐๐จ๐ฆ๐ has served and will serve in the future as a store of value, in my opinion an excellent company that pays dividends on a monthly basis and is a better option than holding cash for the long term.
โป ๐๐ญ๐๐ซ๐ฒ๐ฉ๐ญ๐จ is going through hard times, what looked like a temporary correction will probably be a bear market. I was playing with the idea of โโtrading BTC but I am not built on instruments where there are holding fees. My first view was that we would reach ๐๐๐๐๐ but now it looks like price โโaround ๐๐๐๐๐ and that may not be the bottom from which we will bounce.
๐๐ฒ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐ซ๐๐๐๐ญ๐ฌ ๐ฆ๐จ๐ซ๐ ๐ฌ๐๐ง๐ฌ๐ข๐ญ๐ข๐ฏ๐๐ฅ๐ฒ to declines and increases, you should expect that. No panic. I trust my decisions when it comes to stocks. Of course I can not influence politics and some stocks need time. The only changes you will see by the end of the year will be that if we experience a green end of the year I will close some trades in the green or pull them into the new year and they will be closed at the beginning of 2026, I have to look at the accounting and taxes.
I will continue to get rid of ๐๐๐๐, ๐๐๐, ๐๐๐. They were supposed to be defensive ETFs but they were supposed to preserve capital value, which they failed to do. For now, we are left with ๐๐๐๐, which is in decline but produces the dividends that have surpassed its decline since I bought it.
๐ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฅ๐ข๐ค๐ ๐ญ๐จ ๐ญ๐๐ฅ๐ฅ ๐ฒ๐จ๐ฎ ๐๐๐จ๐ฎ๐ญ ๐ญ๐ก๐ ๐ฉ๐ก๐จ๐ญ๐จ ๐ญ๐ก๐๐ญ ๐ข๐ญ ๐ฆ๐๐ฒ ๐ง๐จ๐ญ ๐๐ฅ๐ฐ๐๐ฒ๐ฌ ๐ฆ๐๐ค๐ ๐ฌ๐๐ง๐ฌ๐ ๐๐ง๐ ๐ข๐ญ ๐ฆ๐๐ฒ ๐ฅ๐จ๐จ๐ค ๐๐ฌ ๐ ๐ฅ๐จ๐ฌ๐ฌ. ๐๐ ๐ ๐ฐ๐๐ง๐ญ ๐ญ๐จ ๐ ๐๐ญ ๐ซ๐ข๐ ๐จ๐ ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ ๐ญ๐ก๐๐ญ ๐ ๐ง๐จ ๐ฅ๐จ๐ง๐ ๐๐ซ ๐ฐ๐๐ง๐ญ ๐ญ๐จ ๐จ๐ฐ๐ง ๐๐ง๐ ๐ข๐ญ ๐ก๐๐ฌ ๐๐๐ฅ๐ฅ๐๐ง ๐ฌ๐ข๐ ๐ง๐ข๐๐ข๐๐๐ง๐ญ๐ฅ๐ฒ, ๐ ๐ญ๐ซ๐ฒ ๐ญ๐จ ๐ฆ๐๐ค๐ ๐จ๐ง๐ ๐ฉ๐ฎ๐ซ๐๐ก๐๐ฌ๐ ๐ข๐ง ๐ญ๐ก๐ ๐๐ฆ๐จ๐ฎ๐ง๐ญ ๐จ๐ ๐๐ฅ๐ฅ ๐ฉ๐ฎ๐ซ๐๐ก๐๐ฌ๐๐ฌ ๐ฆ๐๐๐ ๐ฌ๐จ ๐๐๐ซ ๐จ๐ซ ๐ ๐ญ๐ข๐ฆ๐๐ฌ ๐ก๐ข๐ ๐ก๐๐ซ ๐ญ๐ก๐๐ง ๐ญ๐ก๐ ๐๐ฏ๐๐ซ๐๐ ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ฌ๐ข๐ณ๐. ๐๐ข๐ญ๐ก ๐ ๐ซ๐จ๐ฐ๐ญ๐ก, ๐๐ฏ๐๐ง ๐ข๐ ๐ฌ๐ฆ๐๐ฅ๐ฅ, ๐ญ๐ก๐ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐ข๐ฌ ๐ฆ๐จ๐ซ๐ ๐ฌ๐ข๐ ๐ง๐ข๐๐ข๐๐๐ง๐ญ ๐๐ง๐ ๐ข๐ญ ๐ข๐ฌ ๐ฉ๐จ๐ฌ๐ฌ๐ข๐๐ฅ๐ ๐ญ๐จ ๐๐ฑ๐ข๐ญ ๐ญ๐ก๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง, ๐๐ฎ๐ญ ๐ข๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ซ๐ฎ๐ฅ๐ ๐ญ๐ก๐๐ญ ๐ฐ๐จ๐ซ๐ค๐ฌ ๐จ๐ง ๐๐ฏ๐๐ซ๐ฒ๐ญ๐ก๐ข๐ง๐ ๐๐ง๐ ๐๐ฅ๐ฐ๐๐ฒ๐ฌ. ๐๐จ๐ฆ๐๐ญ๐ข๐ฆ๐๐ฌ ๐ข๐ญ ๐ญ๐๐ค๐๐ฌ ๐ฌ๐๐ฏ๐๐ซ๐๐ฅ ๐ฒ๐๐๐ซ๐ฌ.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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