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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.
22 posts
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Portfolio update May - One out, two in
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A new position: my asymmetric bet on edge data center energy
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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
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Shopping spree - January 2026
My investment journey
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My top picks for 2026
