Moussa Chadil
Monthly update for July Dear copiers and followers As I predicted last month, we had a pretty good month we finished at 6.5% our best month so far this year. Our best performers were $NOW (ServiceNow Inc) $FIG (Figma Inc) and $DUOL (Duolingo) these stocks had their worst performance in years in the past 6 months, it seems that the K-shaped market is starting to reverse and software stocks that lagged are starting to recover I reiterate my prediction about this year that reminds me of 2024 we had a rough start then at the second half we managed to make 121% gains, I'm not saying it would be the same but I think the trend is starting to reverse This month I also made significant changes as I sold my entire position in $ELF (elf Beauty Inc) which was our biggest position this year and bought more $ZETA.US (Zeta Global Holdings Corp) $FIG and $FOUR (Shift4 Payments Inc) In the stock market much like in life people suffer from sunk cost fallacy and just because you invested in a stock for a period of time doesn't have to make it the right choice sometimes there are better options out there and our startegy has to adapt to the market so that we can stay on top and have a great performance instead of sticking to laggers We invested in ELF in the back half of last year and added to it agressively in January now after six months a lot has change and there are a lot more options out there with way better risk-reward ratio This is not financial advice just me sharing what I'm doing As always thank you for your trust and support!
Not investment advice. The author may have financial interests in the mentioned instruments.
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