Monthly update for August.
Dear copiers and followers!
We just had the best month so far this year, with a performance of +24% in august alone, and fully recovering after we were down more than 30% YTD, now we are in the green and heading into a great year as expected for this second half.
Our best... Xem thêm Dịch
Monthly update for July
Dear copiers and followers
As I predicted last month, we had a pretty good month we finished at 6.5% our best month so far this year.
Our best performers were $NOW (ServiceNow Inc)$FIG (Figma Inc) and $DUOL (Duolingo) these stocks had their worst performance in years in the... Xem thêm Dịch
Monthly update for June,
Dear Copiers and followers,
June started as a very rough month at some point we were down almost 10% but we managed to recover and make ≈2%, which is pretty good in my opinion considering where we came from.
This year reminds me of 2024 we had a rough start then at the second... Xem thêm Dịch
Monthly update for May
Dear Copiers and followers
After months of pain, May finally felt like a turning point. We closed the month up +3.67%, a real relief after being down more than 6% on the month and sitting at -31% year-to-date at our worst point. We're not out of the woods yet, but the tide... Xem thêm Dịch
Monthly Update for April
Dear Copiers and Followers,
We closed April slightly higher, finishing the month with a modest gain of 1%.
The past several months have tested investors patience. Volatility driven by uncertainty surrounding AI’s impact on the SaaS sector, alongside geopolitical tensions involving... Xem thêm Dịch
Monthly update for March
Dear Copiers,
We’ve closed out another challenging month, finishing down 18% for March and 27% year-to-date (including today). As markets continued to decline, I used this environment as an opportunity to double down on our highest-conviction positions. I’m very encouraged... Xem thêm Dịch
February monthly update
Dear copiers and followers,
We closed this month with a 12% drawdown, primarily driven by the "SaaS-pocalypse" and what I view as the market's exaggerated fears surrounding AI integration and spending.
I understand that seeing a portfolio in the red is never... Xem thêm Dịch
𝘿𝙚𝙖𝙧 𝘾𝙤𝙥𝙞𝙚𝙧𝙨 𝙖𝙣𝙙 𝙁𝙤𝙡𝙡𝙤𝙬𝙚𝙧𝙨
𝙐𝙧𝙜𝙚𝙣𝙩 𝙐𝙥𝙙𝙖𝙩𝙚: 𝙎𝙩𝙖𝙮𝙞𝙣𝙜 𝙩𝙝𝙚 𝘾𝙤𝙪𝙧𝙨𝙚 𝙏𝙝𝙧𝙤𝙪𝙜𝙝 𝙑𝙤𝙡𝙖𝙩𝙞𝙡𝙞𝙩𝙮
We are down 14% so far this month. I know how frustrating that is to see, and I certainly feel it too. However, I want to explain exactly why this is... Xem thêm Dịch
Dear copiers and followers,
January has been the most difficult month in my entire life, and it has nothing to do with finance or investing. I lost both my uncle then my mom a week later, so I apologize if I wasn't active this month or if I didn't answer a question.
Most of this month we were... Xem thêm Dịch
Urgent message To all my copiers:
I think we are gonna have a great year in 2026 especially the next few months, I never do this but if you can add funds this would be a great time to do so, if you share my vision.
Thank you!... Xem thêm Dịch
Đây không phải là lời khuyên đầu tư. Tác giả có thể có lợi ích tài chính đối với các công cụ được đề cập.
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