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๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜: ๐€๐ฉ๐ซ๐ข๐ฅ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿญ

๐ŸŸข ๐Ÿ“.๐Ÿ%: ๐—›๐—ถ๐—ด๐—ต๐—ฒ๐˜€๐˜ ๐—ฑ๐—ฎ๐—ถ๐—น๐˜† ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ

๐ŸŸข ๐Ÿ‘.๐Ÿ“๐Ÿ%: ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ

๐ŸŸข ๐Ÿ”๐Ÿ•.๐Ÿ๐Ÿ—%: ๐Ÿ๐Ÿ-๐ฆ๐จ๐ง๐ญ๐ก๐ฌ ๐ซ๐ž๐ญ๐ฎ๐ซ๐ง


๐…๐ข๐ซ๐ฌ๐ญ ๐จ๐Ÿ ๐š๐ฅ๐ฅ, ๐ˆ ๐ฐ๐ž๐ฅ๐œ๐จ๐ฆ๐ž ๐š๐ฅ๐ฅ ๐ง๐ž๐ฐ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ. ๐ˆ ๐ฌ๐ข๐ง๐œ๐ž๐ซ๐ž๐ฅ๐ฒ ๐ญ๐ก๐š๐ง๐ค ๐ฒ๐จ๐ฎ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐ž ๐ญ๐ซ๐ฎ๐ฌ๐ญ ๐ฒ๐จ๐ฎ ๐ก๐š๐ฏ๐ž ๐ฉ๐ฅ๐š๐œ๐ž๐ ๐ข๐ง ๐ฆ๐ž ๐š๐ง๐ ๐ˆ ๐š๐ฆ ๐ก๐š๐ฉ๐ฉ๐ฒ ๐ญ๐จ ๐ฌ๐ž๐ž ๐ญ๐ก๐š๐ญ ๐ฆ๐จ๐ซ๐ž ๐š๐ง๐ ๐ฆ๐จ๐ซ๐ž ๐ฉ๐ž๐จ๐ฉ๐ฅ๐ž ๐š๐ซ๐ž ๐ฉ๐ซ๐จ๐š๐œ๐ญ๐ข๐ฏ๐ž๐ฅ๐ฒ ๐ญ๐š๐ค๐ข๐ง๐  ๐œ๐ก๐š๐ซ๐ ๐ž ๐จ๐Ÿ ๐ญ๐ก๐ž๐ข๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ž๐ฌ ๐š๐ง๐ ๐ฐ๐š๐ง๐ญ ๐ญ๐จ ๐š๐œ๐ก๐ข๐ž๐ฏ๐ž ๐ฆ๐จ๐ซ๐ž. ๐˜๐จ๐ฎ'๐ฏ๐ž ๐œ๐จ๐ฆ๐ž ๐ญ๐จ ๐ญ๐ก๐ž ๐ซ๐ข๐ ๐ก๐ญ ๐ฉ๐ฅ๐š๐œ๐ž.


Now to close out the month of April: it was another good month for the portfolio. I made some good acquisitions and rebalances. New additions and acquisitions included: $TWTR (Twitter)$ETSY (Etsy Inc)$AIXA.DE (AIXTRON)$NFLX (Netflix, Inc.)


The following positions were closed:

$2331.HK (Li Ning Co Ltd) at ๐ŸŸข13.93%

$NTLA (Intellia Therapeutics Inc) with ๐ŸŸข471.61%

$BRK.B (Berkshire Hathaway Inc) with ๐ŸŸข31.52%


Despite and because of the good Earnings Season, there was some volatility that I was able to use well to achieve solid entry positions. The volatility at the moment stems from the fact that many companies are already "priced to perfection". Therefore, even small negative deviations from the set target are taken as an opportunity to get rid of shares and sell. I don't do that unless fundamental, business-critical circumstances change that have a lasting impact.


In the coming days and weeks you will often hear the phrase "sell in may and go away". Do not let this impress you. The phrase "sell in May and go away" is thought to originate from an old English saying, "Sell in May and go away, and come on back on St. Leger's Day." This phrase refers to a custom of aristocrats, merchants, and bankers who would leave the city of London and escape to the country during the hot summer months. St. Leger's Day refers to the St. Leger's Stakes, a thoroughbred horse race held in mid-September and the last leg of the British Triple Crown. It is mostly used by traders who are simply looking for a justification for the fact that there are also times when the stock market is in the red. However, many people forget that this is quite normal and does not require any justification. Seasonally, there is simply less trading in the summer months than in the winter - nothing more.


๐ˆ๐ง ๐ญ๐ก๐š๐ญ ๐ฌ๐ฉ๐ข๐ซ๐ข๐ญ: ๐ก๐š๐ฏ๐ž ๐š ๐ง๐ข๐œ๐ž ๐ฐ๐ž๐ž๐ค๐ž๐ง๐, ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ ๐š๐ง๐ ๐ค๐ž๐ž๐ฉ ๐›๐ฎ๐ข๐ฅ๐๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž!


๐๐‘

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