Tautvydas Valatka @JKHighLight: "🧭 𝐌𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐉𝐨𝐮𝐫𝐧𝐞𝐲: 𝐖𝐞𝐞𝐤..."

Lithuania

🧭 𝐌𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐉𝐨𝐮𝐫𝐧𝐞𝐲: 𝐖𝐞𝐞𝐤 𝟖𝟒 This marks the fourth consecutive positive week, pushing both my portfolio and the broader stock market back to fresh all-time highs. Over the past week, my portfolio grew by about +2.5%, which was slightly below the performance of the major market indices. That said, I had significantly outpaced them in the preceding weeks, so I’m still very satisfied with this result. Following this strong stretch, my year-to-date return has moved into double digits, currently standing at +11.11%, while the total return over the full 84-week period has reached a new all-time high of +77.08%. This momentum hasn’t gone unnoticed within the eToro community. Over the course of the week, the number of people copying my portfolio increased by 81, bringing the total to 319. At the same time, the amount of capital being copied rose sharply by nearly $170,000, surpassing the half-million mark and now totaling $509,000. Looking at the portfolio itself, the week was favorable for most positions. 20 out of 25 holdings gained value, rising by an average of around 4%, while the remaining five declined at a similar pace. With a clear majority of positions moving upward, the overall weekly performance remained more than solid. For the second week in a row, the top performer was South Korean tech giant $SMSN.L (Samsung Electronics Co Ltd - GDR) . After surging more than 15% the previous week, the stock added another +9.9%. This rally is largely driven by improving sentiment in the semiconductor sector—particularly growing optimism around a recovery in the memory chip market (DRAM and NAND), as well as increasing demand linked to artificial intelligence. On the downside, the biggest decline came from Finnish energy company $NESTE.HE (Neste Oyj) , which I only added to the portfolio this month. Its shares fell by about -8.5%, mainly due to weaker-than-expected signals across the sector. Factors include softening demand for renewable fuels, tightening margins, and rising input costs. Investor sentiment was also weighed down by intensifying competition and more cautious short-term profitability outlooks, putting pressure on the entire industry. As mentioned earlier, the broader market outperformed my portfolio this week, with MSCI World and S&P 500 rising approximately +3.9% and +4.5%, respectively. The rally was fueled by better-than-expected economic data, easing pressure on interest rates, and strong performance in the tech sector—particularly in areas tied to AI development. Despite the indices growing faster this week, my overall 84-week performance still exceeds the main market benchmarks by more than 50 percentage points, which remains a strong long-term advantage. $SPX500 $NSDQ100 $GOLD $BTC

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