Tolga Urekli
๐Ÿ“Š ๐–๐ž๐ž๐ค๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž Hello everyone, followers and future copiers, This week the portfolio closed with a performance of -4.71% ๐Ÿ”ด โ€” definitely one of those weeks I would like to forget. Volatility is part of every investment journey, and weeks like this remind us that long-term success is built through patience and discipline rather than chasing short-term market movements. ๐ŸŒ ๐–๐ก๐š๐ญ ๐‡๐š๐ฉ๐ฉ๐ž๐ง๐ž๐ ๐จ๐ง ๐…๐ซ๐ข๐๐š๐ฒ? Friday's market sell-off was largely driven by the latest U.S. Non-Farm Payroll report, which came in much stronger than expected. While a strong labor market is generally positive for the economy, investors interpreted the data differently: โ€ข A resilient job market could keep inflation elevated. โ€ข The Federal Reserve may therefore delay future interest rate cuts or even maintain restrictive monetary policy for longer. โ€ข Higher interest rates increase financing costs and reduce the attractiveness of growth stocks, leading to broad market weakness. This reaction once again shows that good economic news doesn't always translate into good news for the stock market. ๐Ÿ“ˆ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐€๐œ๐ญ๐ข๐ฏ๐ข๐ญ๐ฒ This week I closed my existing $USAR (USA Rare Earth Inc) position with a profit ๐ŸŸข. After realizing gains, I decided to open a new position again. While the timing may prove early in the short term, I continue to believe in the company's long-term potential and see attractive upside opportunities ahead. Sometimes the best investment decisions can only be judged over months or yearsโ€”not days. ๐Ÿ’ฐ ๐ƒ๐ข๐ฏ๐ข๐๐ž๐ง๐ ๐ˆ๐ง๐œ๐จ๐ฆ๐ž Dividend payment received this week from: $F (Ford Motor Co) As always, dividend income will be reinvested to continue growing the portfolio's passive income stream. ๐Ÿง  ๐‹๐จ๐ง๐ -๐“๐ž๐ซ๐ฆ ๐๐ž๐ซ๐ฌ๐ฉ๐ž๐œ๐ญ๐ข๐ฏ๐ž One bad week does not define an investment strategy. The portfolio remains focused on: โœ”๏ธ ๐‹๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  โœ”๏ธ ๐๐ฎ๐ข๐ฅ๐๐ข๐ง๐  ๐ฌ๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐ฉ๐š๐ฌ๐ฌ๐ข๐ฏ๐ž ๐ข๐ง๐œ๐จ๐ฆ๐ž โœ”๏ธ ๐€๐œ๐œ๐ฎ๐ฆ๐ฎ๐ฅ๐š๐ญ๐ข๐ง๐  ๐ช๐ฎ๐š๐ฅ๐ข๐ญ๐ฒ ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ๐ž๐ฌ โœ”๏ธ ๐ƒ๐ข๐ฌ๐œ๐ข๐ฉ๐ฅ๐ข๐ง๐ž๐ ๐ซ๐ข๐ฌ๐ค ๐ฆ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ History has shown that periods of uncertainty often create the best opportunities for patient investors. ๐Ÿ”Ž ๐‹๐จ๐จ๐ค๐ข๐ง๐  ๐€๐ก๐ž๐š๐ Next week I will continue monitoring: โ€ข Interest rate expectations โ€ข Inflation and labor market data โ€ข Geopolitical developments โ€ข New opportunities to deploy capital With a long-term horizon, I prefer to stay disciplined rather than react emotionally to short-term volatility. โš–๏ธ ๐…๐ข๐ง๐š๐ฅ ๐“๐ก๐จ๐ฎ๐ ๐ก๐ญ Markets will always test our patience. The real edge in investing is not predicting every move โ€” it's staying consistent when others lose confidence. I remain committed to my strategy of growing passive income and building long-term wealth through disciplined investing. Thank you to all followers and future copiers for your continued trust and support ๐Ÿ˜Ž๐Ÿ“ˆ If you believe in ๐ฉ๐š๐ญ๐ข๐ž๐ง๐ญ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐ , ๐๐ข๐ฏ๐ข๐๐ž๐ง๐ ๐œ๐จ๐ฆ๐ฉ๐จ๐ฎ๐ง๐๐ข๐ง๐ , ๐š๐ง๐ ๐๐ข๐ฌ๐œ๐ข๐ฉ๐ฅ๐ข๐ง๐ž๐ ๐ฉ๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐ฆ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ, you are very welcome to join the journey. Together we continue building a portfolio designed for ๐ฅ๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐ฌ๐ญ๐š๐›๐ข๐ฅ๐ข๐ญ๐ฒ ๐š๐ง๐ ๐ฌ๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐ ๐ซ๐จ๐ฐ๐ญ๐ก. ๐Ÿ˜Ž๐Ÿ“ˆ ๐Ÿค ๐—ง๐—ต๐—ฎ๐—ป๐—ธ ๐—ฌ๐—ผ๐˜‚ ๐—ณ๐—ผ๐—ฟ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐˜‚๐˜€๐˜ ๐Ÿ“Š ๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™จ๐™ฉ๐™–๐™ฉ๐™ž๐™จ๐™ฉ๐™ž๐™˜๐™จ, ๐™˜๐™ค๐™ข๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ, ๐™–๐™ฃ๐™™ ๐™ข๐™š๐™ฉ๐™ง๐™ž๐™˜๐™จ: bullaware.com/etoro/tolgaurekli ๐‘ท๐’†๐’“๐’‡๐’๐’“๐’Ž๐’‚๐’๐’„๐’† : ๐Ÿ“ˆ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” : +๐Ÿ”.๐Ÿ”๐Ÿ•% (๐˜๐“๐ƒ) ๐ŸŸข ๐Ÿ“Š ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“: +๐Ÿ๐ŸŽ.๐Ÿ–๐ŸŽ% ๐ŸŸข ๐Ÿ“Š ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’: +๐Ÿ๐Ÿ‘.๐ŸŽ๐Ÿ‘% ๐ŸŸข ๐Ÿ“Š ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ‘: +๐Ÿ•.๐Ÿ’๐Ÿ–% ๐ŸŸข ๐Ÿ“ˆ ๐‘๐ž๐ญ๐ฎ๐ซ๐ง ๐Ÿ๐˜ : +๐Ÿ’๐Ÿ“.๐Ÿ”๐Ÿ“% ๐ŸŸข ๐——๐—ถ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฑ ๐—ฌ๐—ถ๐—ฒ๐—น๐—ฑ : ๐Ÿ‘.๐Ÿ•๐Ÿ’% โœ… ๐Ÿ“Œ ๐— ๐—ถ๐—ป๐—ถ๐—บ๐˜‚๐—บ ๐—–๐—ผ๐—ฝ๐˜† ๐—”๐—บ๐—ผ๐˜‚๐—ป๐˜ $๐Ÿญ,๐Ÿฌ๐Ÿฌ๐Ÿฌ (๐—ถ๐—ฑ๐—ฒ๐—ฎ๐—น) Acceptable alternative: $๐Ÿฑ๐Ÿฌ๐Ÿฌ ๐—บ๐—ถ๐—ป๐—ถ๐—บ๐˜‚๐—บ Wishing everyone a great week and green trading day for next week ๐Ÿ˜Ž $JPM (JPMorgan Chase & Co) $IONQ (IONQ Inc) $QBTS (D-Wave Quantum Inc) $RGTI (Rigetti Computing Inc) $MO (Altria Group Inc) $IBM (International Business Machines Corporation (IBM)) $SPX500 $NSDQ100 $DJ30
Not investment advice. The author may have financial interests in the mentioned instruments.