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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.
10 posts
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Portfolio update March - It's a Kangaroo!
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Major Portfolio update - February 2026
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Shopping spree - January 2026
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My investment framework: how I select winners
My investment journey
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A new position - December 2025
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Taking advantage of volatility - November 2025
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Portfolio rebalancing - Oktober 2025
