🟢 𝟑.𝟏%: 𝗛𝗶𝗴𝗵𝗲𝘀𝘁 𝗱𝗮𝗶𝗹𝘆 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲
🟢 𝟒.𝟗%: 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲
🟢 𝟔𝟓.𝟔𝟑%: 𝟏𝟐-𝐦𝐨𝐧𝐭𝐡𝐬 𝐫𝐞𝐭𝐮𝐫𝐧
𝐅𝐢𝐫𝐬𝐭 𝐨𝐟 𝐚𝐥𝐥, 𝐈 𝐰𝐚𝐫𝐦𝐥𝐲 𝐰𝐞𝐥𝐜𝐨𝐦𝐞 𝐚𝐥𝐥 𝐧𝐞𝐰 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬. 𝐓𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐭𝐫𝐮𝐬𝐭! 𝐘𝐨𝐮 𝐦𝐚𝐝𝐞 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐜𝐡𝐨𝐢𝐜𝐞 𝐚𝐧𝐝 𝐡𝐚𝐯𝐞 𝐜𝐨𝐦𝐞 𝐭𝐨 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐩𝐥𝐚𝐜𝐞.
𝐈𝐧 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧, 𝐈 𝐜𝐚𝐧 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞 𝐭𝐡𝐚𝐭 𝐈 𝐡𝐚𝐯𝐞 𝐧𝐨𝐭 𝐨𝐧𝐥𝐲 𝐩𝐚𝐬𝐬𝐞𝐝 𝐭𝐡𝐞 $𝟓𝟎,𝟎𝟎𝟎 𝐦𝐚𝐫𝐤 𝐢𝐧 𝐚𝐬𝐬𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 (𝐀𝐔𝐌), 𝐛𝐮𝐭 𝐚𝐥𝐬𝐨 𝐭𝐡𝐞 $𝟐𝟎𝟎,𝟎𝟎𝟎 𝐦𝐚𝐫𝐤. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐚 𝐠𝐫𝐞𝐚𝐭 𝐦𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞 𝐚𝐧𝐝 𝐦𝐚𝐤𝐞𝐬 𝐦𝐞 𝐯𝐞𝐫𝐲 𝐡𝐚𝐩𝐩𝐲 𝐚𝐧𝐝 𝐩𝐫𝐨𝐮𝐝. 𝐀𝐬 𝐚 𝐫𝐞𝐬𝐮𝐥𝐭 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐚𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭, 𝐈 𝐚𝐦 𝐧𝐨𝐰 𝐚 𝐏𝐨𝐩𝐮𝐥𝐚𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐨𝐟 𝐭𝐡𝐞 "𝐂𝐡𝐚𝐦𝐩𝐢𝐨𝐧" 𝐥𝐞𝐯𝐞𝐥.
After the turbulence in May, June was a lot calmer. Overall, some portfolio positions rose sharply. Among them were $NTLA (Intellia Therapeutics Inc) and $ETSY (Etsy Inc) . Intellia thereby with over 180% due to a truly significant breakthrough: based on Crispr-tech-gene-editing (en.wikipedia.org/wiki/CRISPR_gene_editing), they were able to successfully treat an internal organ externally for first time (see more here: on.ft.com/3vY2WAb)
Also, I have been able to take advantage of some price declines for additions to the portfolio: $CMI (Cummins Inc (Ex. Cummins Engine Inc))$VXX (as hedge) $ETSY$PSLV$ETH
If you have any questions, feel free to check out my website and the FAQ page there or write to me directly. I try to answer every request.
BR