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

Lithuania

🧭 𝐌𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐉𝐨𝐮𝐫𝐧𝐞𝐲: 𝐖𝐞𝐞𝐤 𝟖𝟔 After four impressive weeks in the green, my portfolio slightly underperformed the broader stock market once again, marking a second consecutive week of decline. This time, the portfolio slipped by 1.53%. That’s not particularly surprising given the strong rally we saw beforehand — many investors have been taking profits, while a noticeable rotation between sectors has also been underway. As a result, my diversified portfolio reacted a bit more sensitively to these shifts than the major market benchmarks. Even so, this year remains very solid overall: the portfolio is still up 7.19% year to date, and across the full 86-week period, total returns continue to hold above 70%. What’s even more encouraging is how calmly my copiers have handled this period of volatility, just as they did during previous market swings. The total number of copiers remained unchanged at 325, but despite the negative weekly performance, total copied assets increased by more than $17,000 and are now close to $522,000. To me, this shows that investors are not panicking — quite the opposite. Many are using temporary pullbacks as an opportunity to add to their positions, which I believe reflects a very rational and healthy long-term investing mindset. Within the portfolio itself, performance was fairly balanced: 12 positions posted gains during the week, while 13 declined. However, this time the losses were slightly steeper than the advances. One of the standout performers during this more difficult week was Israeli pharmaceutical giant and global generics leader $TEVA (Teva Pharmaceutical Industries ADR) , whose shares surged 14.07%. The rally was driven by stronger-than-expected quarterly earnings, with the company beating analyst forecasts. Investors were particularly encouraged by the continued strong growth in innovative drug sales, as well as growing optimism surrounding Teva’s ongoing transformation from a traditional generics manufacturer into a higher-value pharmaceutical business. Additional positive sentiment came from the announcement of a new acquisition in the neurology space. On the other hand, the weakest performer in the portfolio was one of the world’s largest gold mining companies, Canada’s $KGC (Kinross Gold Corp) , whose shares fell 9.88%. The main reason was the continued decline in gold prices, as investors reduced exposure to the sector amid a stronger U.S. dollar and rising expectations that interest rates may remain elevated for longer than previously anticipated. At the same time, markets have been rotating out of defensive assets and back into growth stocks, putting additional pressure on gold miners and the broader commodities sector. Meanwhile, the main market benchmarks I follow moved in the opposite direction to my portfolio. Both the MSCI World Index and the S&P 500 gained roughly 0.9% over the week. Markets were largely driven higher by the technology sector and continued investor optimism around strong corporate earnings and the resilience of the U.S. economy. Year-to-date returns for both benchmarks have now climbed to around 5.5–5.6%, narrowing the gap with my portfolio to roughly one and a half percentage points. Since the start of my investing journey, the two indices have returned around 28% overall. So while the gap has narrowed somewhat, my portfolio still remains ahead of the major global indices by approximately 42 percentage points. $SPX500 $NSDQ100 $GOLD $BTC

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