lukasko81 @lukasko81: "Portfolio Update: Strategic Moves and..."

Slovakia

Portfolio Update: Strategic Moves and Promising Additions Dear Valued followers and copiers, I am pleased to share the latest updates regarding our investment portfolio and the strategic decisions I've made to enhance your returns. As long-term investor, my focus is always on maximizing growth while managing risk, and recent changes reflect our commitment to this objective. Successful Exit from $DDS (Dillards Inc) One of the significant moves I've made is the sale of Dillard's Inc. (DDS). Over the past 29 months, DDS has delivered impressive returns, yielding a capital gain of 47%. Additionally, the stock has provided more than 15% in dividends, making it a highly lucrative investment for our portfolio. My decision to sell DDS was driven by careful analysis indicating that the stock has likely exhausted its upward trend. After such substantial gains, it is prudent to realize profits and reallocate capital to opportunities with greater potential for future growth. This strategic exit aligns with our philosophy of locking in gains while remaining vigilant about emerging market dynamics. Introducing New Additions: $IMMR (Immersion Corporation) and $ACTG (Acacia Research Corporation) In line with our strategy to invest in stocks with robust growth prospects, we have added Immersion Corporation (IMMR) and Acacia Research Corporation (ACTG) to our portfolio. Both companies have shown strong performance indicators and are well-positioned for future appreciation. Immersion Corporation (IMMR) Immersion Corporation specializes in haptic technology, which enhances user interaction with touch feedback in electronic devices. The growing adoption of haptic feedback in various industries, including automotive, gaming, and mobile, positions IMMR for significant growth. Since our purchase last week, IMMR has already gained over 5%, indicating positive market reception and alignment with our growth expectations. Acacia Research Corporation (ACTG) Acacia Research Corporation is a company that invests in intellectual property and patent portfolios, often engaging in patent licensing and enforcement. The increasing importance of intellectual property in the technology sector underscores the value proposition of ACTG. Similar to IMMR, ACTG has also gained over 5% since our acquisition, further validating our investment thesis. Looking Ahead As I continue to navigate the dynamic market landscape, my priority remains to identify and invest in companies with strong fundamentals and growth trajectories. The addition of IMMR and ACTG reflects my commitment to this approach. I will continue to monitor these investments closely and make adjustments as necessary to ensure we are maximizing returns for our clients. My investment decisions are always grounded in analysis, aimed at delivering sustained value over the long term. Thank you for your continued trust and confidence in my investment strategy. I am dedicated to managing my investments with the utmost care and precision, and you are all invited to surf on that wave.

3 Mentioned

DDS

Dillards Inc

IMMR

Immersion Corporation

ACTG

Acacia Research Corporation