JURAJ GAZO
Slovakia
Dear readers and followers, I wish you a wonderful summer. There is a saying about the market before summer – “Sell in May and leave,” which suggests a tendency to underperform during the summer months. This idea is based on the historical observation that stock market returns between May and October have been lower compared to the period from November to April. Based on this, I really expected a boring period, but this time it did not happen! Due to trade tensions and various war conflicts around the world, due to uncertainty, fear, due to unfair trade negotiations between many countries that were driven by threats to others. The world as we know it has changed from the beginning and this is the new normal. What are we going to do about it? We are going to profit! For the month of July, my account is currently up more than 9%. You know that cryptocurrencies are a pretty volatile asset, but there are also a lot of standard companies that have made incredible gains in the last 30 days. Let's take a look at some of them from my portfolio: $WBD (Warner Bros Discovery Inc) Warner Bros 19.19% Nokian Renkaat 31.52% NIO 40% Unity Software 39.42% AMD 21% $MP (MP Materials Corp.) Material almost 90% - this has been a very aggressive rise for MP in a short period of time and I'm playing with the idea of closing my positions and taking advantage of it. We'll see. My exposure in cryptocurrencies is somewhere around 18%, more than I'd like to see, but with the massive price jumps lately, I finally have a lot of altcoins in the green and this segment is a major part of this month's growth. Fingers crossed for the second half of the summer! Thanks for reading and have a great time! Juraj $BTC $BNB $ETH $SOL
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