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My portfolio
Everything related to my personal portfolio, including updates on my positions, performance, buys and sells, watchlist, and the thoughts and considerations behind how I manage it.
20 posts
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A big change to my portfolio: I closed two core position
Using AI to become a better investor
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Major portfolio update July: Two out, one in
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Why I consider selling these two positions
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The semi sell-off: opportunity?
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Portfolio update June: portfolio reached an all-time-high
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Why I bought this memory stock
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My investment framework: how I select winners
