Mike Moest
β˜… 𝐍𝐨𝐯𝐨-𝐍𝐨𝐫𝐝𝐒𝐬𝐀 | 𝐀 π’π¦πšπ₯π₯ π‚π‘π«π’π¬π­π¦πšπ¬ 𝐏𝐫𝐞𝐬𝐞𝐧𝐭 β˜… (πŸπŸ‘ πƒπžπœπžπ¦π›πžπ« πŸπŸŽπŸπŸ“) πŸ’Ό YTD: +32% | Trades: 3.200 | Win rate: 93% | AUC: 11M Dear investors and traders, πŸŽ„ Sometimes markets deliver small Christmas presents β€” exactly when patience is rewarded. 🎀 Just two weeks ago, I was interviewed and asked to look back at 2025 and ahead to 2026. After the strong rally this year in AI and defense, I explained that I was becoming more cautious in those sectors. 🩺 Instead, I highlighted opportunities in stocks that have lagged in 2025, especially medical and healthcare names. Companies like Novo Nordisk stood out as potential 2026 winners β€” particularly in the event of a medical breakthrough or product success. πŸ“ˆ And what do we see today? $NVO (Novo-Nordisk A/S SPONS ADR) receives approval for its weight-loss pill, and the stock is up around 7%. Yet again we profit from positioning early in underperforming sectors with strong fundamentals. Markets in general like the $NL25 and the $SPX500 are more or less flat today. Thanks to Novo we are up +0,22%. Another small step forward, passing YTD +32%, $140.000 in the portfolio and 11M AUC. Thanks to all of you for making this possible. 🌲Enjoy the holidays, stay safe, and thank you to everyone who follows or copies the portfolio. I will make sure we are ready for 2026. 🎁 Want to know more? Just add me to your watchlist, follow or copy (absolute minimum $450). Welcome, thanks and good luck! Mike
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