17/05/24
Overall, our return is 50.90 vs 48.56% vs 54.3% vs 45.39% vs 38.04% vs 43.79% in previous weeks. The best performer is COIN with a return of 315% vs 342% prior followed by NFLX and SHOP with a return of129% and 115% respectively vs 123% and 117.6 vs 159.20% vs 174.86% in previous weeks, The worst performer since the start is NVAX with a 46% Loss. We reduced our position to only 5 shares some time ago.
Fair Value of stocks on 08.04/24 Only Alibaba and Novavax and Tesla are undervalued.
We will carry out our usual research and will find reason to hold or fold our stock positions. We may sell COIN this week
06/04/24
Overall, our return is 48.56% vs 54.3% vs 45.39% vs 38.04% vs 43.79% in previous weeks. The best performer is COIN with a return of 315% vs 342% prior followed by NFLX and SHOP with a return of129% and 115% respectively vs 123% and 117.6 vs 159.20% vs 174.86% in previous weeks, The worst performer since the start is NVAX with a 46% Loss. We reduced our position to only 5 shares some time ago.
Fair Value of stocks on 08.04/24 Only Alibaba and Novavax and Tesla are undervalued.
We will carry out our usual research and will find reason to hold or fold our stock positions. We may sell COIN this week
29/03/2024
We started this portfolio on the US market in July 2023. So far it returned 38.36%.
Best performer is COIN +342.45%
Worst performer is NVAX but already reduced is holding.
02/03/2024
We started this portfolio on the US market in July 2023. So far it returned 38.36%.
Best performer is COIN +254.78%
Worst performer is NVAX but already reduced is holding.
15/01/2024
We started this portfolio on the US market in July 2023. So far it returned 38.36%.
Best performer is SHOP +132%
Worst performer is NVAX but already reduced is holding.
21/08/2023
We started this portfolio on the US market in July 2023. So far it returned 17.73%.
Best performer is NFLX +79.3%
Worst performer is NVAX but already reduced is holding.
