๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐ฎ๐ฉ๐๐๐ญ๐ - ๐ฐ๐๐๐ค ๐๐ง๐๐ข๐ง๐ ๐๐ฎ๐ฅ๐ฒ ๐๐
Past week returns:
๐ข This Portfolio: 0.62%
๐ข S&P 500: 0.91%
12 month returns:
๐ข This Portfolio: 35.59%
๐ข S&P 500: 20.85%
2 year returns (since Jan 2024):
๐ข This Portfolio: 209.29%
๐ข S&P 500: 58.81%
Since March 2020 (start of the portfolio)
๐ข This Portfolio:+1049.17%
๐ข S&P 500: 156.72%
Check out more statistics about the portfolio here: bullaware.com/etoro/Michalhla
๐๐ก๐๐ง๐ ๐๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ
I have added two $RKLB (Rocket Lab Corp) positions amounting to 0.5% of the portfolio each. The stock is experiencing a sharp correction, and I want to gradually build a larger position in case the correction continues. The company is still not cheap, but in my opinion, the quality of the business, its growth runway, and its execution track record justify a significant premium.
๐๐๐ฐ๐ฌ
It has been a fairly quiet week.
Shares of $BABA (Alibaba-ADR) gained 15% last week as a Citi analyst published research estimating over 45% year-over-year growth in its cloud business. That is directionally in line with my thesis. While the extreme competition in the e-commerce part of the business is keeping the valuation low, AI compute and the cloud in general will eventually be the core business, and I do not mind owning the stock while the company invests to grow that business fast and before it very likely gets rerated.
$Klarna applied for a US banking license as it continues its expansion from Buy Now, Pay Later (BNPL) to global digital banking. The company has been highly successful in securing consumer deposits.
Disclaimer: Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
The $RKLB (Rocket Lab Corp) sizing is the most informative part here. Calling the business high quality while admitting the valuation still isnโt cheap avoids the usual trap of treating a falling price as automatic value. Gradual entries leave room for the thesis to work without letting one execution-heavy... Show More
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Mon Aug 17 2026 13:52:54 GMT+0000 (Coordinated Universal Time)
