Wilson Lim @limwilson: "📈 May 2026 Investment Summary ..."

United Kingdom

📈 May 2026 Investment Summary Monthly Return: +£8,881 Total Cumulative Return: ~£43,646 (+46.1%) Added a new £2,000 into the account to give myself more "dry powder." The bull market remained strong throughout May. Following a powerful rally, AMD has now become my largest individual stock holding, and I am up 300% on the position. I am not looking to take profits just yet, as I believe CPUs will play a critical role in the unfolding agentic AI narrative. This month, I made some active moves to adjust my high-conviction plays. I closed out my entire position in CSIQ for a profit to build up more cash reserves, mainly because my overall conviction in the company has decreased. Meanwhile, Tencent has reached a very attractive valuation, so I topped up my position. I also increased my holdings across other core assets, including Alibaba, Tesla, Meta, Microsoft, Berkshire Hathaway, and Costco. I also opened a small, observational position in Samsung to track the memory chip narrative. The crypto market remains dull and has been trading sideways for a while. I will simply stick to the plan: continuing my steady accumulation via a £100 monthly DCA without letting short-term volatility disrupt my rhythm. 💰 Current Portfolio Status Portfolio Size: £138325 Total Return: £43,646 (+46.1%) Picture 1: delta by etoro- investment portfolio tracker $AMD (Advanced Micro Devices Inc) $TSLA (Tesla Motors, Inc.) $COST (Costco Wholesale Corp) $MSFT (Microsoft) $SMSN.L (Samsung Electronics Co Ltd - GDR)

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