🚀 Month 9 since the start has also gone really well again. 🚀
So far this year, things really only went downhill from mid-June to the end of July, but over the last two months, the upward trend has continued. And yes, the 30k mark has been broken once again 😍
According to the algorithm, I was on track with Lumentum ($LITE (+3,79 %) ), Kioxia ($285A (+0,32 %) ), Micron ($MU (-1,76 %) ), Hewlett Packard Enterprise ($HPE (+7,61 %)), Recruit Holdings ($6098) (+0,6 %) and Dell ($DELL (+3,69 %) ). In addition, outside the algorithm, we are invested in SanDisk ($SNDK (-3,79 %) ).
The starting value was around 26,300 euros. Due to capital gains tax on the sale of Western Digital ($WDC (-9,91 %) ), 650 euros were lost; however, a capital inflow of 720 euros largely offset the tax.
All in all, September delivered a gain of almost exactly +15% for the satellite portfolio.
+4,000 euros in capital gains 🚀
Who was involved and how it went:
- Lumentum +11% 🚀
- Kioxia +16% 🚀
- SanDisk +16% 🚀
- Micron +15% 🚀
- Dell +21% 🚀🚀
- HPE +25% 🚀🚀
- Recruit +1% 🐌
The overall result was driven equally strongly by all of them. Only Recruit Holdings was unable to keep pace with the strength of the others.
YTD, the momentum performance now stands at a strong +110% TTWROR. 🤯😍
The analyses will now show whether there will be any changes for October. At least, that’s what I’m expecting. The analyses are underway...
Only 33 more to go until a million 🥹
Edit: Recruit Holdings is no longer in the portfolio for October. After a long wait, we now officially welcome SanDisk to the MSCI World Index—and thus directly into the portfolio (I’d already held it for a while as a precaution)—and Marvell has also made it back into the lineup. Here’s to a great October, which we’d love to see bring us the 3x.xxx,xx € mark!
