LucaMeier @LucaMeier: "Weekly Report 📈 Dear Copiers Time flies!..."

Switzerland

Weekly Report 📈 Dear Copiers Time flies! Another month has flown by, and summer fades. August closed with a gain of 2.62% for us! 🎉 This is a big step in the right direction, and we are now only slightly in the red for the year. Portfolio Overview – The Current Asset Allocation 📊 I’ve updated our asset allocation once again to give you a clear overview of how our portfolio is currently structured. Let’s take a closer look at each position: 1. Gold Mining Stocks 🌟 Our undisputed leader and largest portfolio holding is gold mining stocks. This includes our heavyweight in this category, $NEM (Newmont Mining Corp) As the world’s largest gold producer, I’m confident that Newmont is well-positioned to benefit from a rising gold price in the coming years. Why? Because a higher gold price could not only boost profits but also drive share buybacks and dividend payouts. For us, this means potentially higher returns and an even brighter portfolio! 💰💎 2. China Stocks 🐲 Our China stocks are the second-largest position in the portfolio. I believe that the $HKG50 has significant ground to make up compared to the $SPX500 in the coming years and might even outperform it. Of course, there are certain risks associated with investing in China, but I see these companies as currently heavily undervalued. I believe many of these firms have hit bottom and now offer attractive opportunities. It takes a bit of courage, but I firmly believe this bet will pay off. 🧧 3. Cash Position 💸 In third place is our cash reserve, which currently represents a significant portion of the portfolio. Why so much cash? It’s simple: I want to have enough liquidity available to make bargain purchases during a hopefully upcoming market correction—our own personal “Black Friday” on the stock market. With a well-stocked piggy bank, I’m ready to pounce when the opportunity arises. 🛍️ 4. Diversified Long Positions💎 Not all of our investments fit into the major core categories, so we also have a range of diversified long positions. A standout example here is our new addition, $ULTA (Ulta Beauty Inc) The stock plummeted after releasing its quarterly earnings last week, but I saw this as an opportunity. In my view, Ulta is now significantly undervalued—a true value stock. By the way, Warren Buffett recently invested in this company too. If the "Oracle of Omaha" is buying, it can’t be that bad, right? 🧓📈 5. Oil Stocks 🛢️ Our $OIL stocks take fifth place. Like the gold mining stocks, I expect a higher oil price in the coming years to significantly strengthen these positions. Despite all the discussions about renewable energy, oil remains an essential part of the global economy. If the oil price rises, we could also benefit from attractive dividends and capital gains. It will be exciting to see how this “black gold” develops! ⛽ 6. Crypto Altcoins 🎢 A small but wild part of our portfolio consists of crypto altcoins like $ADA, $TRX, $FTM, and $POL These coins have contributed significantly to our weaker performance in the past. But as with all volatile assets, we must remain patient here. Crypto markets are known for their rapid ups and downs. As long-term investors, we won’t be shaken by these fluctuations. We’re riding this out and waiting for the next upswing. 🚀 7. Base Metals Miners ⚙️ Our base metals miners are another exciting segment in the portfolio. Unlike gold mining stocks, these companies benefit from rising prices in industrial metals like copper. Examples include $AAL.L (Anglo American) and $BHP.L (BHP Group Ltd ) I believe industrial metals will also see a significant price increase in the coming years, positively impacting these companies’ profits. Another promising iron in the fire! 🔨 8. Short Positions 📉 A crucial addition to our portfolio is the short positions on $NVDA (NVIDIA Corporation) and the $SPX500 These positions not only serve as a hedge against potential market downturns but also offer the chance to profit from overvaluation in these markets. If my expectations are met, these shorts could protect our portfolio from significant losses or even generate additional profits. For a detailed explanation of these decisions, I’d like to refer you to my recently published reports that elaborate on this strategy. 📚 9. Remaining Position 🚪 Finally, there’s a small strip at the end of our portfolio: $SDIV This is a remaining position that I plan to sell in the near future. Stay Calm and Think Long-Term 🧘‍♂️ I hope this report gives you a clearer picture of my investment strategy and the rationale behind each position. It’s important to understand how our current (rather mixed) performance has come about. But always remember that I’m focused on the long term. Price fluctuations, especially in cryptocurrencies and commodities, are entirely normal and shouldn’t worry us. Stay calm and confident, even in these challenging times 🌅 At least today will be a quiet day for our portfolio, as the American market will be closed due to Labor Day. 🥳 Thank you for your trust! Best regards, Luca