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10.00%2026
2026
25.93%2025
2025
58.73%2024
2024
14.11%2023
2023
29.06%2022
2022
58.7%0%-58.7%
Mekel Haunsby
WHAT ARE WE WAITING FOR? What am I waiting for? Right now, a large part of my investment strategy can be reduced to one word: WHEN. Not IF. My portfolio has been relatively stable despite plenty of market noise. I am up around 12.5% for the year, which is perfectly acceptable, but I also feel the... 顯示更多 翻譯
Mekel Haunsby
Are you checking me out because you are considering copying me - or are you already copying me? Either way, this post is for you. 📌 WHAT ARE YOU ACTUALLY COPYING? My portfolio currently contains 40 positions built around five strategic sleeves. Think of it as organised ambition: a few large, established... 顯示更多 翻譯
Mekel Haunsby
My Quantum Bet: $IBM (International Business Machines Corporation (IBM)) Is Now My Largest Position! - 40% of My Equity Is now Quantum-Aligned! Today, I increased $IBM making it my largest holding. Together with $GOOG (Alphabet) and four pure plays - $IONQ (IONQ Inc), $QBTS (D-Wave Quantum Inc), $RGTI... 顯示更多 翻譯
Mekel Haunsby
📌 How to Swing Trade ETFs (Based on my own experience) Yesterday gave a very good example of how I aim to use ETFs in my portfolio. My biggest position by far yesterday in the entire portfolio was $KRW.L (Amundi MSCI Korea UCITS ETF Acc) It was built from 5 equal-sized positions and represented... 顯示更多 翻譯
Mekel Haunsby
Space turbulence ! - I want to address today’s sharp fall in $ASTS (AST SpaceMobile Inc). Staying on top of difficult developments is part of my responsibility to the people following and copying this portfolio. AST SpaceMobile announced a $1 billion convertible-note offering. The initial market reaction... 顯示更多 翻譯
Mekel Haunsby
Not good... But... Yesterday, $IBM (International Business Machines Corporation (IBM)) suffered its largest one-day share-price decline on record... I need to address this because, before the fall, IBM was the single most valuable position in my portfolio. Despite the severity of the drop, I am STAYING... 顯示更多 翻譯
Mekel Haunsby
📌 My Portfolio Strategy - 5 Sleeves Behind the Portfolio Over the next few months, I plan to write a more thorough series explaining how I think about my portfolio and the strategy behind it. My portfolio is not built around one idea, one sector or one “magic stock” It is built around five main sleeves... 顯示更多 翻譯
Mekel Haunsby
📌 Discipline Matters More Right Now Last week, my eToro risk score was 7... 😬 It is currently back down to 6, and my aim is to bring it gradually towards 5 and keep it there. Not really a change in my long-term strategy, more an adjustment to the current market. I still plan to swing trade within... 顯示更多 翻譯
Mekel Haunsby
The AI gold rush is over! ⚡ To be clear: I do not mean that AI is over...! I mean the EASY phase is over... For a long period, almost anything connected to AI, chips, data centers, compute, automation or “future technology” could get rewarded simply because it smelled like part of the AI revolution. I... 顯示更多 翻譯
Mekel Haunsby
Today the market completely misread the Meta compute story. Meta reportedly wants to lease out excess AI compute capacity. A lot of investors heard: “No demand.” “Too much compute.” “AI bubble.” I heard something very different: Compute is becoming a business asset, almost a currency! ⚡ And if... 顯示更多 翻譯

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⚛️ Quantum, AI & Innovation 📈 Growth, Value & Potential ❌ No Crypto, Shorts or Leverage
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