Gabriele Racca @Gavrilescu956: "Monthly performance update May is in..."

Italy

Monthly performance update May is in the books and it turned out well: +0.62%, bringing our total for 2026 to a solid +9.34%. The strategy is paying off, and the data clearly shows it. Two key metrics from this month: - The risk score is at 4, meaning we are growing steadily while keeping high volatility and impulsive moves out of the portfolio. - Average holding time increased to 10.5 months. This is the most important number for us, and it will only keep going up month after month because the plan is to hold. Regarding practical management, the plan remains unchanged: $NFLX (Netflix, Inc.) is the only company that will be cut from the portfolio once it hits its take profit. For everything else, nothing changes - the dominant strategy is strictly long-term. Stay tuned. $MSFT (Microsoft) $NVDA (NVIDIA Corporation) $AMZN (Amazon.com Inc)

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