victorgoyvaerts @victorgoyvaerts: "Markets, Portfolio, and More The month..."

United Kingdom

Markets, Portfolio, and More The month of July is bringing strong returns back to our portfolio, with today rising +2.4%, bringing us to almost +7% for this month. The recent assassination attempt on Donald Trump again underpins the difficulty of trying to predict market directions. Three inches were most likely the difference between a full-fledged civil war and a decline in stock prices versus what we have today. Luckily, we don't fetish over what direction stocks will trade in the near term. $COUR (Coursera Inc.), for example, still feels very attractive to me. It has a strong balance sheet, the trust of large institutions, and AI, believe it or not, is not yet taking all our jobs. Learning will always be something we humans want to do, and Coursera is perfectly positioned to deliver content at scale across the globe. At some point, the market will realize this is the case, and at the current valuation, it feels pretty hard to lose 50% from this price on our Coursera investment. The upside on the other hand, is probably between 1x to 3x? Next month, I should be upgraded to the Champion level, and I will be open for copiers again. Thank you all for your patience! $SPX500 $VOO $TLT $EURUSD $GER40

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COUR

Coursera Inc.

SPX500

VOO

Vanguard S&P 500 ETF

TLT

iShares 20+ Year Treasury Bond ETF

EURUSD

GER40