JURAJ GAZO @jurajgazo: "Dear Readers, I have made a..."

Slovakia

Dear Readers, I have made a few minor updates to my portfolio this month. I entered the aerospace industry with a small position in $LUNR (Intuitive Machines Inc) Intuitive Machines and plan to do more in the future. The $ASML (ASML Holding NV) position from this April was closed with a 20% gain. This position was listed on the Nasdaq and I swapped it for a new ASML position traded on a European exchange. The reason was to diversify the exchange. Nokian tyres – both small positions were closed, one very small in the red, the other in the profit, the total gain was just over 9%. This company’s shares fell after Russia attacked Ukraine because they had a manufacturing plant in Russia and at the time I was hoping that this war would be resolved much sooner. These positions did not meet my expectations but still closed with a profit. Google – I had GOOGL Class A shares and also $GOOG (Alphabet) Class C shares, I did not know the difference between them in the past, so let’s take a look. >> Class A shares carry one vote per share, while Class C shares do not, making Class A shares more attractive to investors who want a say in the company's decisions. << I don't need voting rights, so I'm changing Class A to Class C. The reason is to reduce the number of assets so that I have one Google in my portfolio instead of two. I also bought some $UBER (Uber Technologies Inc.) for the bright future of robotaxi, I did a FICO DCA, taking an advantage of the recent price drop. $ISRG (Intuitive Surgical Inc) Intuitive Surgical is another entry position, a company known for healthcare, surgical automation machines with a growing business and good fundamentals. I recommend keeping this company on your watch list. Thanks and take care! Juraj