Ingvar Rueckemann
September: The portfolio powers ahead! šŸš‚ +5.4% this month, and +31.8% so far this year. ā—That's significantly more than the indices: • $SPX500: +3.5% in September, +13.7% this year • EUROSTOXX 600: ca. +1.5% in Sep, +10.0% this year The strongest contribution to the portfolio last month came from $WBD (Warner Bros Discovery Inc) , which is rumored to be taken over by Paramount. I closed the position with around +90% upside, achieved in less than 2 years. That's a really good annualized return, and WBD alone helped the portfolio advance by +2.4% in September. Other strong performers were $PRX.NV (Prosus NV) and $SZG.DE (Salzgitter) , which helped the portfolio advance +0.8% and +0.7% respectively. šŸš€ All of this contributed to several new all-time-highs in the portfolio during September. The most recent one was marked just 2 days ago, on 29 September. Good starting position for the last quarter of the year! Ingvar $EUSTX50
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