Marko Matinlauri
Weekly update (May 18 – May 24) Strong week overall: +2.92% What I liked most was the consistency. No huge single-day spike, just steady strength through most of the week. Mon +0.30% Tue -0.05% Wed +1.02% Thu +0.70% Fri +0.92% That’s usually a healthier type of move than one explosive day followed by weakness. Biggest winner this week was 0992.HK (+24.9%). Really strong momentum there. Vistra Corp. also bounced back nicely (+14.4%) after last week’s weakness, and Intel Corporation continued higher again (+11.1%). Intel has been one of the biggest contributors recently. Glad I reduced some exposure earlier to lock in profits while still keeping upside exposure if momentum continues. On the weaker side: Main Street Capital Corporation (-2.8%) 0941.HK (-1.2%) VF Corporation (-1.1%) Nothing too dramatic there honestly. Weakness was pretty limited overall this week. Showing growth through most of the portfolio positions. Risk score stayed at 4. No major portfolio changes during the week. Overall the market still feels constructive to me. There’s volatility under the surface, but capital is clearly still flowing into strong names and momentum trades.
Not investment advice. The author may have financial interests in the mentioned instruments.
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