Dear copiers,
We have an eventful two weeks ahead for our portfolio, with several significant earnings reports and economic data releases. During this period, I will be adding funds to the portfolio based on the earnings reports, and I recommend you consider doing the same. The market has been a little down recently, particularly in the tech sector, which presents a great opportunity to increase your positions.
This week, we have the following relevant earnings reports for our portfolio:
Tuesday: $GOOGL (Alphabet Inc Class A)$V (Visa)
Wednesday: $RSG (Republic Services Inc)$ORLY (O'Reilly Automotive Inc)
Thursday: $RMS.PA (Hermes International)
I expect positive movement for Visa and Hermès following their earnings reports. Hermès, in particular, has faced challenges over the past few months due to the political situation in France and lower consumer spending on luxury goods in general.
Best regards,
Ján Minár
$SPX500$NSDQ100... Show More
