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

United Kingdom

📈 July 2026 Investment Summary July Return: -£3,416 Total Return: £39,566 (+38.95%) Added another £3,300 of new funds this month to keep building up my "bullets." The market in July once again showed strong divergence and intense volatility. The US tech sector experienced high-level fluctuations amidst earnings season—the market engaged in heated debates over the massive AI capital expenditure (CapEx) of tech giants (hyperscalers) versus their short-term monetization capabilities. Heavyweights like Alphabet and Meta saw noticeable pullbacks, while Microsoft showed resilience backed by strong cloud growth. I maintained strict discipline with my operations this month, avoiding panic selling or blindly chasing rallies. I continued allocating new capital into core assets and my watchlist (including VWRP, AMD, Tesla, NVIDIA, Microsoft, Meta, Apple, Google, Berkshire Hathaway, Tencent, Alibaba, Samsung, etc.). Although the broader market pulled back after volatile mid-month highs and concerns over an "AI bubble" and CapEx were repeatedly brought up, I remain firm in my conviction: short-term emotional sell-offs and valuation adjustments are just waves in the long run. The long-term earnings resilience of core assets is what truly forms the bedrock. The crypto market remained stuck in a range-bound consolidation phase this month, with overall risk appetite leaning toward a wait-and-see approach. However, this is fully within my expectations. My crypto strategy remains disciplined: sticking strictly to my £100/month DCA plan—no trying to time short-term bottoms, just consistently accumulating long-term holdings. 💰 Current Total Assets Portfolio size: £141,145 Total Return: £39,566 (+38.95%) 📊 Chart Note: Image 1: Delta by eToro Investment Tracker App $TSLA (Tesla Motors, Inc.) $AMD (Advanced Micro Devices Inc) $NVDA (NVIDIA Corporation) $GOOG (Alphabet) $MSFT (Microsoft)

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