Stockmindsweb

Today, I’m opening my portfolio to the public for free. My investing method aims to invest in high-growth stocks/companies that trade at a reasonable price (GARP) or undervalued growth stocks. This account will serve as a kind of diary for my stock investing journey. All trades will be documented, whether they result in profit or loss. Reference Portfolio return (On Savvytrader) YTD: +5.13% vs $SPY -0.7% Last 1 year: +59.58% vs $SPY +21.81% Since inception (November 20, 2024): +58.88% vs $SPY +14.07% Portfolio Composition: 1. Micron Technology $MU | 7.26% 2. New Gold $NGD | 6.44% 3. Galiano Gold $GAU | 6.25% 4. Prenetics Global $PRE | 6.25% 5. Eton Pharma $ETON | 6.12% 6. Zevra Theraputics $ZVRA | 5.48% 7. Orla Mining $ORLA | 5.22% 8. Palomar Holdings $PLMR | 5.21% 9. Cadeler A/S $CDLR | 5.19% 10. Atour Lifestyle $ATAT | 5.05% 11. BKV Corp $BKV | 5.01% 12. NVIDIA $NVDA | 4.92% 13. Sezzle $SEZL | 4.61% 14. Soleno Therapeutics $SLNO | 4.27% 15. IREN $IREN | 4.24% 16. Pagaya Technologies $PGY | 3.98% 17. Nebius Group $NBIS | 3.9% 18. MercadoLibre $MELI | 3.82% 19. Sandisk $SNDK | 3.39% 20. Real Brokerage $REAX | 3.36% My Personal Portfolio: YTD: +3.05% vs $SPY -0.88% Last 1 year: +63.11% vs $SPY +21.81% Since inception (November 24, 2024): +38.94% vs $SPY +13.33% Portfolio Composition: Cash 14.69% (Not intended to hold cash and ultimately i will buy what's left in reference portfolio) and All of the stocks except $NGD, $SNDK, $ATAT & $PGY *Do your own research, this is not a financial advice.

@drp825_ It is both depending on who they follow

Do you think social media makes people better investors… or worse?

@KristinaParts They probably knew about it

U.S. prosecutors have charged a Super Micro co-founder, employee, and contractor with smuggling Nvidia chips to China. Nvidia says: "unlawful diversion of controlled U.S. computers to China is a losing proposition across the board." $NVDA $SMCI cnbc.com/2026/03/19/us-…

@JesseCohenInv Buy undervalued growth companies, never go wrong with that

Stocks are down The dollar is down Gold is down Silver is down Copper is down Oil is down Bitcoin is down What is left to buy?

@Polymarket Dario Amodei be like

JUST IN: Nvidia CEO Jensen Huang calls on tech leaders to "be careful not to scare people" regarding AI.

@StockSavvyShay Hopefully $NVDA have nothing to do with this

$NVDA responds to the $SMCI report emphasizing strict compliance and close coordination with customers and regulators as export controls expand. It adds that unlawful diversion of U.S. chips to China is a losing proposition and receives no support or service from Nvidia.

@StockSavvyShay A really big scandal for $SMCI

U.S. prosecutors charge three individuals tied to $SMCI (including a co-founder) in an alleged scheme to smuggle $NVDA chips to China.

@wallstmemes That’s what should be expected for an overpriced one

US Home sales just plunged -17.6% month over month

@ekwufinance They are so desperate to control oil price

First they unsanction Russian oil. Now Iranian oil. They do this because the oil supply shock will take longer than most people realize.

@FirstSquawk US looks powerless

BESSENT: U.S. MAY UNSANCTION IRANIAN OIL ON WATER IN COMING DAYS -FOX BUSINESS NETWORK INTERVIEW

@jimcramer Please stop talking bullish on $MU Thanks

MU -i would sell MU if AMAT and KLA and LAM were pumping out equipment.. It isn't like that though. I would sell it if Sandisk, WDC and STX were ramping capacity but they aren't. That's why when the smoke clears you buy not sell

@WhaleInsider Silver volatility is insane

JUST IN: Spot silver falls over 9% to $68.42/oz.

@bread10k I don’t think the Iran war is going to end soon, it looks like it’s getting worse. But it could still be a great bull market

@stockmindsweb Cuz the war is super overblown and will end asap, biggest bull market ever approaching

Can anyone explain on why Gold price is crashing?

Another day another $SMCI scandal, looks like this company is a trouble maker

@MalachiFung Yeah it's tricky to determine commodity's price

@stockmindsweb Well, the more pertinent question is, how does one determine the "appropriate" price of gold? How does one determine the "appropriate" bitcoin price? Is gold expensive right now, or is it cheap? With stocks, answering these questions is considerably easier.

@Polymarket That's creepy

JUST IN: Anti-aging entrepreneur Bryan Johnson announces he will look into using leeches for testosterone and "libidomaxxing"

@Mr_Derivatives Every asset class is getting nuked

$GLD Almost hit a bear market today at the intraday lows. Lol. 2026 has been such a wild year for every asset class just about.

@StockSavvyShay $MU price action is ridiculous

$MU NOW DOWN OVER 7% 😳

@StealthQE4 Gold price collapsing in the middle of war is not what to be expected

Gold is literally collapsing Wow💀

@KobeissiLetter It's probably short term movement

BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd.