Noura El Allam @nouraellm: "Portfolio Update | June 9,..."

Belgium

Portfolio Update | June 9, 2026 Mixed session today. Most positions under light pressure with a couple of bright spots. $NVDA (NVIDIA Corporation) at $206.17 (-1.18%) and AVGO at $389.08 (-1.90%) still consolidating post the chip selloff, market continuing to reprice after last week's $AVGO (Broadcom Inc) guidance miss. $SAP.DE (SAP SE) at €155.76 (-1.48%) gave back the bounce from last week, remaining the weakest European name in the book. $NFLX (Netflix, Inc.) at $82.24 (-0.48%), marginal dip but the FIFA World Cup game launches on Netflix Games Thursday which could be a short-term engagement catalyst worth watching. $CVS (CVS Health Corp) at $97.06 (-0.02%) essentially flat, approaching its 52-week high and continuing to be the most resilient position in the portfolio. $GOOG (Alphabet) at $361.87 (+0.19%) and $CEM.MI (Cementir Holding N.V) at €14.34 (+4.82%) the only two in the green today. The $CEM.MI move is notable but on thin liquidity so not reading too much into it. No position changes. $CVS doing the heavy lifting while tech waits for a cleaner macro setup.

Not investment advice. The author may have financial interests in the mentioned instruments.