🚀 Month 8 since launch went very well 🚀
In the middle of the month, it even briefly looked like the 30k mark might be broken again. Overall, though, it was more of a sideways month with an upward trend.
Based on the algorithm, I did well with Western Digital ($WDC (-2,58 %)), Lumentum ($LITE (+1,69 %)), Kioxia ($285A (+3,44 %) ), Micron ($MU (+2,64 %)), and Dell ($DELL (+0,38 %)). In addition, outside the algorithm, I held a position in SanDisk ($SNDK (+5,49 %)).
The starting value was around 25,100 euros. Due to the capital gains tax on the sale of Bloom Energy ($BE (+0.95%)), 200 euros were lost; however, a capital inflow of 175 euros largely offset the tax.
Overall, the portfolio generated a gain of almost exactly +4% for the satellite portfolio.
+1,200 euros in capital gains 🚀
Who was involved and how it went:
- Western Digital -20% 😭
- Lumentum +26% 🚀🚀
- Kioxia +0% 🐌
- SanDisk +25% 🚀🚀
- Micron +14% 🚀
- Dell +10% 🚀
The overall result was heavily driven by Lumentum. Micron, SanDisk, and Dell followed closely behind. Unfortunately, Western Digital—which has been in the portfolio since the beginning—cost us a significant amount of return this time around. Kioxia didn’t cause any damage. 😍
YTD, the momentum performance now stands at a strong +85% TTWROR. 🤯😍
The analyses will now show whether there will be any changes for September. I’m assuming there will be, at least. The analyses are running...
Edit: As expected, Western Digital is leaving us after an 8-month rocket run with an 80% return, and in its place, two new—hopefully rocket-like—stocks are joining the portfolio: $HPE (+0%) and $6098 (-1.63%)
Only 38x to go until a million 🥹