Hello friends, copiers, and followers!
I did another video update in Bulgarian on Oct 10, 2025.
The video update can be found on my YouTube channel: www.youtube.com/@momchil.lukanov
For those of you who do not speak Bulgarian, please find a summary regarding the video update presentation in English:
bit.ly/3OinGNh
When it comes to market updates -> these are the most important ones:
It’s been 5 years and 9 months since we started investing with my followers;
Unemployment Rate - 4.3% (vs 4.3% in terms of expectations);
CPI y/y - 2.9% (vs 2.9% in terms of expectations);
Final GDP q/q - 3.8% (vs. 3.3% in terms of expectations);
Federal Funds Rate - no change this month.
I would rate the current macroeconomic situation with a green flag, as I believe it still supports the stock market.
I would rate the portfolio I currently hold, from a cash flow, effective resource management, and competitive advantage perspective, at 4 out of 5 stars. I also believe that, based on my fundamental criteria, it’s currently impossible to create a 5-star portfolio that meets all my requirements.
Cheers,
M.
P.S.
You can also visit my website if you want to learn more about my strategy - nonvisedarte.com/... Show More
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Thu Dec 11 2025 08:44:18 GMT+0000 (Coordinated Universal Time)
