Dear Followers, Dear Copiers,
June felt like one of those months where no news is good news — and the markets reflected that sense of quiet optimism. The portfolio rose by 3.4%, bringing our total gain for 2025 to 4.2%.
A key contributor to this month’s performance was $NVDA (NVIDIA Corporation), which continued its upward trend. The position, originally opened in December 2024, crossed the 13% profit mark, and I decided to close it. While the stock continued to rise after the trade, I chose to secure the gain rather than risk a reversal. In hindsight, it might seem like I exited too early — but at the time, it was a decision fully aligned with my long-term strategy, and I don’t regret it.
A similar case is $EA (Electronic Arts Inc), a position also opened around the same time as $NVDA. While it hasn’t reached a comparable profit level yet, I still believe in its upward potential and plan to hold it for now.
Later in the month, on June 23rd, a price dip in $SONY (Sony Group Corp.-ADR) presented a new opportunity. I opened a long position sized appropriately relative to the rest of the portfolio. So far, it looks like a good move — the stock has gained over 7% since then, and I hope to close it soon if momentum continues. The market seems to be reacting to the strong launch of Nintendo’s new console, which has performed impressively. That said, I don't expect this to affect Sony’s gaming business in the long run, as their platforms target a somewhat different audience.
As for the near future — it remains as uncertain as ever. Another month like June would certainly be welcome, but as this year has shown, it doesn't take much for global leaders to rattle the markets and trigger losses. Hopefully, wisdom will prevail, and we’ll continue toward greater stability.
Wishing you all continued success and steadiness on your investment journey.
Best regards,
Libor Vasa
... Show More
Zdravím Vás, Libore,
vidím, že $ADBE (Adobe Systems Inc) je Vaše největší pozice. Co říkáte na AI-revenues? Přijde mi, že trhy jsou z toho vyděšené a v Adobe už nevidí potenciál k růstu.
Mějte se fajn 😊... Show More Translate
Great monthly result and smart risk management on $NVDA (NVIDIA Corporation) , locking in gains is never a mistake when aligned with strategy. Long-term vision, discipline, and consistency are what really make the difference over time. Regards!... Show More
No news? I feel like something crazy happened every other day lol... Show More
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Sun Jan 25 2026 06:18:23 GMT+0000 (Coordinated Universal Time)
