Rayeiris Maduro Rondon
𝐀𝐩𝐫𝐒π₯’𝐬 𝐞𝐧𝐝𝐞𝐝, 𝐚𝐧𝐝 𝐰𝐒𝐭𝐑 𝐒𝐭 𝐚𝐧 𝐞𝐱𝐭𝐫𝐚𝐨𝐫𝐝𝐒𝐧𝐚𝐫𝐲 +𝟏𝟎.πŸπŸ—% Mostly given by: Our biggest position $WISE.L (Wise Ltd) was up a +16.45% after sharing great results in their Q4FY2026 and we are expecting the dual listing the 11 May 2026 on Nasdaq. We can’t predict the future, but I’m optimistic about the possibilities for the future. Other big mover was $GAW.L (Games Workshop) +10.11% and $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) and $BABA (Alibaba-ADR) +5.88% +5.12% respectively. About $GOOG (Alphabet) Trading at historical high in both price and CAPEX, my confidence in Alphabet has changed, since experts has proved that listed companies that make significant capital investments typically have poorer stock returns in the future. I decided to close all my positions in the company with a 123.86% of profit. As we know, cash is king, and current expenses in new technology have not yet proven their profitability. I prefer not to risk and go forward with other investments. Google remains an outstanding business, and I will be happy to own it again if the price is right. As for now, I can find opportunities somewhere else, so the portfolio keeps compounding unstoppably. $SPX500 $UK100 $GER40
Not investment advice. The author may have financial interests in the mentioned instruments.
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