Rayeiris Maduro Rondon
Edited
π‘Ύπ’‚π’Œπ’† π’Žπ’† 𝒖𝒑 π’˜π’‰π’†π’ π‘Ίπ’†π’‘π’•π’†π’Žπ’ƒπ’†π’“ 𝒆𝒏𝒅𝒔… Historically September has been a difficult month for the stock market, however, our portfolio has performed splendidly with a positive +8.23% outperforming the $ SP500 (+3.53%). This performance was largely driven by $9988.HK (Alibaba Group Holding Ltd (Hong Kong)), which rose +52.98%. The Chinese government has been encouraging stock acquisitions, providing a supportive backdrop for domestic equities. For Alibaba, this is more than sentiment: it highlights how the Western market continues to underestimate its intrinsic value. With cloud revenues growing quarter by quarter, Alibaba’s fundamentals remain deeply undervalued. Backed by policy support and the strength of a conglomerate with multiple growth engines, I believe it is only a matter of time before the company’s real value is recognized. These are the main movers for the portfolio: 17.6% $9618.HK (JD.com Inc) 14.06% $GOOG (Alphabet) 10.96% $ULTA (Ulta Beauty Inc) 10.56% $IBKR (Interactive Brokers Group) Today first of October I've added 5% of my portfolio in cash to get to my goal of 100k before 30 years old! I plan to leave this cash available for new opportunities πŸ’ΈπŸ’°
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