Zoltán Szücs @zofesu: "𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲- Update 📢 𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝..."

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𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲- Update 📢 𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬 / 𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐚𝐥𝐥 𝐧𝐞𝐰 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬. 📈We're after the first month and I have to say, what the hell is going on? 𝐆𝐎𝐋𝐃 - wiped out all the profit since January 12. 𝐒𝐈𝐋𝐕𝐄𝐑 - wiped out all the profit for the month of January. 𝐃𝐎𝐋𝐋𝐀𝐑 - weakened until Trump appointed a stable person to head the 𝐅𝐄𝐃, but who knows if he will be a serious governor, time will tell. 𝐈𝐧 𝐌𝐚𝐫𝐜𝐡, the American court should decide on Trump's tariffs, whether they will remain in force or be canceled due to their illegality. This will have an impact on the markets. It is 50:50. If the tariffs are canceled, it should bring growth to the markets and better consumer results. 𝐓𝐫𝐮𝐦𝐩 promised to take care of Ukraine and end the war. Instead, he occupied 𝐕𝐞𝐧𝐞𝐳𝐮𝐞𝐥𝐚, threatened 𝐆𝐫𝐞𝐞𝐧𝐥𝐚𝐧𝐝, 𝐌𝐞𝐱𝐢𝐜𝐨, 𝐂𝐮𝐛𝐚, 𝐂𝐨𝐥𝐨𝐦𝐛𝐢𝐚, now it looks like he will attack 𝐈𝐫𝐚𝐧. Instead of putting the world in order, it is even worse. About what is happening in the 𝐔𝐒𝐀 to distract attention from the 𝐄𝐩𝐬𝐭𝐞𝐢𝐧 𝐟𝐢𝐥𝐞𝐬, that a new masked group 𝐈𝐂𝐄 is executing people in the streets, attacking them in their homes and intimidating everyone they meet. I won't elaborate further, the internet is full of it. History repeats itself. The 𝐄𝐔 has woken up a bit and is starting to pour more money into defense. The whole world is in a state of tension, it looks like a very interesting year 𝟐𝟎𝟐𝟔. We will definitely not be bored. ✅💰I am slowly starting to collect cash and get rid of stocks. As I wrote, I want to reduce it to a maximum of 20 stocks this year. The cash will be invested again, but I am still deciding in what currency I will hold it, or how I will handle it in the short term, so that I am ready to buy if there is a collapse. Thanks to politics, I missed 𝐇𝐔𝐌 and 𝐔𝐍𝐇. The US doesn't mind pumping money into the arms industry, but it's clearly a problem with healthcare. Of the 4-6% government payments, only 0.09% goes to 𝐌𝐄𝐃𝐈𝐂𝐀𝐑𝐄. This sent the prices of these two companies down immediately. These companies are stable, have net income and free cash flow in the hundreds of millions and billions. UNH is larger than HUM. Therefore, I have no concerns about the invested money. Both provide dividends, so we won't be completely dry. ♻ 👀🔭The outlook is clear, capital protection and I feel like returning to 𝐁𝐑𝐊.𝐁. 𝐍𝐞𝐭𝐟𝐥𝐢𝐱 also interests me, but I want to wait to see how the situation with 𝐖𝐁𝐃 turns out. This year I want to stay in the setting, fewer trades but higher entry capital. 𝐀𝐠𝐚𝐢𝐧, 𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐝𝐫𝐚𝐰 𝐲𝐨𝐮𝐫 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 - 𝐰𝐡𝐞𝐧 𝐜𝐨𝐩𝐲𝐢𝐧𝐠, 𝐭𝐫𝐲 𝐭𝐨 𝐞𝐧𝐭𝐞𝐫 𝐝𝐮𝐫𝐢𝐧𝐠 𝐦𝐲 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐜𝐥𝐢𝐧𝐞𝐬. 𝐎𝐫 𝐝𝐮𝐫𝐢𝐧𝐠 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐦𝐚𝐫𝐤𝐞𝐭 𝐝𝐫𝐨𝐩𝐬. 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐥𝐲, 𝐈 𝐝𝐨𝐧'𝐭 𝐦𝐢𝐧𝐝 𝐚 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐜𝐥𝐢𝐧𝐞, 𝐈'𝐦 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐫𝐞𝐬𝐢𝐬𝐭𝐚𝐧𝐭 𝐭𝐨 𝐢𝐭. 𝐖𝐡𝐚𝐭 𝐠𝐨𝐞𝐬 𝐝𝐨𝐰𝐧 𝐦𝐮𝐬𝐭 𝐠𝐨 𝐮𝐩 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐠𝐨𝐞𝐬 𝐮𝐩 𝐦𝐮𝐬𝐭 𝐠𝐨 𝐝𝐨𝐰𝐧. 𝐈 𝐩𝐥𝐚𝐧 𝐭𝐨 𝐝𝐨 𝐭𝐡𝐢𝐬 𝐟𝐨𝐫 𝐦𝐚𝐧𝐲 𝐲𝐞𝐚𝐫𝐬. 𝐈 𝐨𝐧𝐥𝐲 𝐢𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐜𝐫𝐞𝐚𝐭𝐞 𝐥𝐨𝐬𝐢𝐧𝐠 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐚𝐭 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐟𝐨𝐫 𝐭𝐚𝐱 𝐫𝐞𝐚𝐬𝐨𝐧𝐬. $ALGN (Align Technology Inc) $HUM (Humana Inc) $UNH (UnitedHealth) $COST (Costco Wholesale Corp) 𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐭𝐞𝐥𝐥 𝐲𝐨𝐮 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐩𝐡𝐨𝐭𝐨 𝐭𝐡𝐚𝐭 𝐢𝐭 𝐦𝐚𝐲 𝐧𝐨𝐭 𝐚𝐥𝐰𝐚𝐲𝐬 𝐦𝐚𝐤𝐞 𝐬𝐞𝐧𝐬𝐞 𝐚𝐧𝐝 𝐢𝐭 𝐦𝐚𝐲 𝐥𝐨𝐨𝐤 𝐚𝐬 𝐚 𝐥𝐨𝐬𝐬. 𝐈𝐟 𝐈 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐠𝐞𝐭 𝐫𝐢𝐝 𝐨𝐟 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐭𝐡𝐚𝐭 𝐈 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐨𝐰𝐧 𝐚𝐧𝐝 𝐢𝐭 𝐡𝐚𝐬 𝐟𝐚𝐥𝐥𝐞𝐧 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭𝐥𝐲, 𝐈 𝐭𝐫𝐲 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐨𝐧𝐞 𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐚𝐦𝐨𝐮𝐧𝐭 𝐨𝐟 𝐚𝐥𝐥 𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞𝐬 𝐦𝐚𝐝𝐞 𝐬𝐨 𝐟𝐚𝐫 𝐨𝐫 𝟑 𝐭𝐢𝐦𝐞𝐬 𝐡𝐢𝐠𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐬𝐢𝐳𝐞. 𝐖𝐢𝐭𝐡 𝐠𝐫𝐨𝐰𝐭𝐡, 𝐞𝐯𝐞𝐧 𝐢𝐟 𝐬𝐦𝐚𝐥𝐥, 𝐭𝐡𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐬 𝐦𝐨𝐫𝐞 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐚𝐧𝐝 𝐢𝐭 𝐢𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐭𝐨 𝐞𝐱𝐢𝐭 𝐭𝐡𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧, 𝐛𝐮𝐭 𝐢𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐚 𝐫𝐮𝐥𝐞 𝐭𝐡𝐚𝐭 𝐰𝐨𝐫𝐤𝐬 𝐨𝐧 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐚𝐧𝐝 𝐚𝐥𝐰𝐚𝐲𝐬. 𝐒𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐢𝐭 𝐭𝐚𝐤𝐞𝐬 𝐬𝐞𝐯𝐞𝐫𝐚𝐥 𝐲𝐞𝐚𝐫𝐬.

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