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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.
15 posts
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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
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Portfolio update May - One out, two in
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Portfolio update April - Up and onwards
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Portfolio update March - It's a Kangaroo!
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Major Portfolio update - February 2026
