BioVisPL
562 posts
BioVisPL
@BioVisPL
Tempeh. Czarny czosnek. Black garlic. Produkcja żywności.
Katılım Mart 2016
1 Takip Edilen17 Takipçiler
Weekly portfolio update 020826
In lieu of my change in how I approach the markets, I will no longer be separating core positions from swing trades. Given how volatile the markets are, giving a holding the "long term" label just prevents myself from selling it in the name of "conviction".
Anyway, I analyse liquidity flows and quant signals to decide how to position my portfolio. August and September is more likely than not to be bullish and after surviving July, I think we are headed for at least some kind of relief rally.
My portfolio is still centred around the AI build out through neoclouds, memory and testing; There is some exceptions like $MRLN as an autonomous defence play, $QURE as a biotech play and $RDDT as a software play.
English
Happy Pay Day Everyone! 💰
I added another 200 shares of Merlin $MRLN to my Robinhood account today. marginally bringing my average to below $4.
My overall average across my two accounts is sitting at $5.76 (5159.75 shares in total)
Even with my goal of 5000 shares now being hit, I will continue to add due to the price still being far below what I believe is fair value. I’ll continue to add over the coming months but will be prioritising maxing out my Lifetime ISA as this helps more with my short term goal of buying a house.
If Merlin is still trading below $5 in a few months time, I will continue to add aggressively once again!
English
Ojej nie da się wygasić afery? Naród cały czas pamięta i walczy? Wyszło na jaw, że te pojedyncze przypadki to dziesiątki tysięcy złodziei i oszustów, kradnących góry pieniędzy, oszukujących na procedurach i czasie, a politycy w tym uczestniczą w 100%. Już po was!
#konowałposting
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