Jozef Harendarcik @JozefHarendarcik: "Portfolio update: September (2). This month,..."

Slovakia

Portfolio update: September (2). This month, the portfolio increased by 6.6%, making it the third-best month this year. The two-year portfolio return is 108% (since February 2024). I achieved a personal record in passive income. This month is also another in a row where I realize that my work as an investor is bringing me closer to my goal: to leave my current job and dedicate myself to my hobbies (traveling the world and writing horror books). If I continue to work diligently on investments as I have so far, I may achieve this goal within the next three years. To make this happen, this week I added: -More positions in $NBIS (Nebius Group NV), because it secured a billion-dollar deal with $MSFT (Microsoft). I believe this won’t be its last business with big tech companies, and the stock will likely grow aggressively over the next two years. -The fear around $LULU (Lululemon Athletica Inc) seems exaggerated to me. If it trades at lower prices in the coming days, I’ll add a smaller position again. -The CFO of $DELL (Dell Technologies Inc C) resigned, and I believe this is a good development for the company. Combined with AI and a shift in financial strategy, this could finally lead to a significant breakthrough. Despite achieving personal records, the Fear/Greed index is at 54 (neutral). I believe growth will continue into next week. Have a nice day. Jozef $NBIS $LULU $DELL $MSFT

4 Mentioned

NBIS

Nebius Group NV

MSFT

Microsoft

LULU

Lululemon Athletica Inc

DELL

Dell Technologies Inc C

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