🪿📈 Monthly update – June 2025 in #patitosfortune: the nest is taking shape! After a strong May, June brought a changing of the feathers. The new top 7 now make up 37.33% of the portfolio (vs 42% in May), and the 🦆 is now fully embracing stock-picking conviction powered by the Patito Score + WB Score. 🚫 Most ETFs have flown the coop — only remains, but it didn’t make this month’s highlight reel. 🧹 Even (Nordea) was let go — a stock we like, but others showed stronger fundamentals. If numbers improve we’d be happy to get it back, for now it gave a 4.85% profit we welcome. On to current standings! 🎮 Gaming stocks are thriving: (V72) holds the crown again (+14.6%, 6.71% of portfolio) (RYU) enters the top ranks with +7.8% (E3G1) debuts with a strong +10.6% brings Hong Kong twist Covering roughly 20% of the nest thanks to their fundamentals and some personal conviction, all four are part of our interactive entertainment exposure — and Patito’s loving the 🎰 + 📱 combo. 🏠 adds steady UK-based growth 🌋 returns from May — still bringing energy to the nest 💼 solidly held its ground from May and now leads the entire portfolio by weight at 7.02%, surpassing $BRK-B thanks to it’s value appreciation and Berkshire’s recent (but hopefully not lasting) underperformance. Zigexn quietly compounding into leadership. ➡️🦆 🔁 $V72, $MAU, and $3679 all held firm from May and strengthened their standing. That’s conviction in motion. 💪 🧠 Conviction Strategy Update: This portfolio is no longer passively feathered. We’re leaning into high-quality stocks: ✅ ~60% Elite ✅ Nearly 38% scored 9+ ✅ Majority of gains from top-rated stocks identified by Patito Score and WB Score system. It’s not just about quick profit — it’s about picking moaty, efficient, and #undervalued businesses to grow the nest long-term. 🥚🧠 We are waiting for the US picks to catch up, even with solid fundamentals with the exception of for now they are dragging a bit behind. We are looking at you Stay tuned — July’s looking game-ready.

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