๐ October Results. 8 of 10 Months in Profit!
Another month, another win โ
We closed October with +2%, bringing us to an amazing +30.62% YTD ๐ฏ
That means 8 out of 10 months in profit, a sign that the strategy is working: stay diversified, stay patient, and let quality companies do their job.
๐ช Top Performers
โข $GOOG (Alphabet) and $AMZN (Amazon.com Inc) led the way โ both are my largest positions, and both delivered strong quarterly results.
โข Amazon was particularly impressive โ I increased my position just a week before earnings, and it paid off big. (Iโll be posting soon about Amazon โ my previous employer ๐).
โข $MU (Micron Technology, Inc.) and $dell continue to perform well, both benefiting from the AI boom and strong demand for chips and infrastructure.
๐ underperformed & Moves
โข Gold stocks took a step back, so I decided to close them with around +30% profit โ time to lock in the gains.
โข I sold crypto a month ago, and so far that move has aged well as prices keep dropping. Iโm not planning to re-enter yet, but Iโll keep a close eye on $BTC .
๐ฎ Looking Ahead
November brings a few exciting earnings โ Uber and AMD are two Iโm bullish on ๐
The portfolio is well-positioned to finish the year strong, and Iโm confident in how weโre set up for the months ahead.
๐ Thanks to all my copiers for your continued trust and support.
Your confidence keeps me focused on making smart, disciplined decisions every single day.
Letโs go for a great finish to 2025 ๐
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