February 2022 - War in Europe
This is this second entry in my newly launched investment journal where I share my portfolio performance, moves, thoughts, and dividend history. The stock market continues its volatility amidst uncertainty and fear - and while the situation created by the Russian invasion of Ukraine has had an impact on my portfolio - it has not changed my strategy.
Do not panic: Even at the worst of times
Record level inflation, rising interest rates, and a Russian invasion have put the markets under stress - and even if you have managed to avoid the worst of it, stocks are still as volatile as ever. Investors are worried about the short-term outlook - But here is why you should stay invested for the long-term.
January 2022 - A tough start to the new year
Hi there! This is my first entry in my newly launched investment journal. I hope you like the new format! (if not, please tell me so)It has been a month of hardship as we have faced a market correction, but also one of opportunity for those who dare.
Nvidia is not getting ARM: So what now?
By the looks of it, Nvidia has now finally given up on acquiring Arm, possibly the most important semiconductor firm in the world. Here is what it means and my thoughts surrounding the topic. Will I be selling out?
My investments in 2021: A year in review
Happy new year everyone: After a quick break in December/January for my exams, I am now back. Starting off with this breakdown of my investments and portfolio performance over the full year 2021. With this update I will be sharing some changes to the format going forward as well as my expectations for 2022.
Monthly Update #012 - December 2021
It is the last day of the year and I only have time for a quick update before the new year's preparations begin. Consider this this last chapter of 2021's Monthly updates and a teaser for a year in review to be posted sometime in January, once my exams are over and done with.
Monthly Update #011 - November 2021
November has come and gone - It is time for another update on my investment portfolio and the events that have taken place over the last month. For one, I have exited one position entirely...
What the Weta acquisition means for Unity
Alongside Unity's (U) latest Q3 earnings the company sent out a press release regarding the acquisition of Weta Digital. I would like to tell you what Weta Digital is, what the specifics of the deal are and what it might mean for Unity going forward.
Monthly Update #010 - October 2021
It is the end of October, the scariest month of all and Halloween is upon us. But let us get through this together with an update on how things are going. It might not be so bad after all!
I believe in the Metaverse
There has been a lot of talk about the metaverse in investment communities as of late - The latest buzzword deemed the next big thing. And now with the Zuckerberg announcement of Facebook (FB) rebranding to Meta (MVRS) it seems now its finally out in the open with the general public. So what exactly is it and does it matter at all?
Why Coinbase launching NFTs could be huge for the stock
Coinbase has had a rough start after going public in April 2021 but things are now starting to shape up. Coinbase is launching an NFT platform which could be big for the company.
Monthly Update #009 - September 2021
September has ended, I all awake and its time for another update on my portfolio performance, my claimed dividend and whatever events may have occured.
Making sense of the Chinese crackdown
A long list of signficant events have taken place in China throughout this year. The Evergrande situation is only the latest in pushing Chinese markets down. Does this present and oppotunity for you as an investor or should you stay away entirely?
Balancing diversification in individual stock picking
Diversification is often top of mind when it comes to investing and generally speaking it becomes more important as your investments grow. While I generally encourage diversification and claim it good practice I do believe many new investors go overboard in this regard and end up overdiversifying. How can you overdiversify? Well, lets have a look at that.
Monthly Update #008 - August 2021
August is wrapped up and so is my (long) summer holiday. It is time that I return to my every day schedule - none the less the monthly updates continue as always. I discuss recent events of my most important holdings as well as sharing website traffic stats and a small personal update.
Why I am not selling: Tesla
Holding Tesla stock is controversial. Fortunately I am a long term investor and have held since 2016, already enjoying massive gains. But why not sell out now? Here is why I continue to be bullish on Tesla.
Monthly Update #007 - July 2021
July markets are closed and so here is another update on my portfolio performance, dividends, significant events, the site and some personal stuff.
REITs: The easiest way to diversify into real estate
REITs are a convenient and super cool way to diversify into real estate. But what exactly is it? I have been looking a little into it and am here to share.
Monthly Update #006 - June 2021
At half a year of updates, my June portfolio overview is ready for those of you who are interested. It has been a quiet month in many aspects, but a great one overall.
Why Tattooed Chef is the most attractive plant based stock right now
Exiting my long term position in Virgin Galactic (SPCE) which you can read more about in last month's update, I unexpectedly had the opportunity to buy into a new position - It did not take me very long, as I had been eyeing a particular stock for a while. That stock is Tattooed Chef (TTCF) and here is why.