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Natan Cornaggia
@Natancornaggia
8Lun·

Q1 PORTFOLIO UPDATE

Natan YTD: +9.1%

S&P500 YTD: -4.6%


My positions: $PDD
$BABA
$TMDX
$META
$HOOD
$PYPL
$MRNA
$BTO
$EW
$AMD


ALLOCATION BY COUNTRY:

🇺🇸 US: 50%

🇨🇳 China: 42%

🇨🇦 Canada: 6%

🇨🇭 Switzerland: 2%


What do you think about my portfolio?

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8 Comentarios
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Superbla@Superbla
8Lun
good performance, which tracking system do you use?
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Natan Cornaggia@Natancornaggia
8Lun
@Superbla I use savvytader where I can't retroactively change my transactions to be fully transparent. Then I made this graphic with Canva
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DividendenAlpaka@DividendenAlpaka
8Lun
Which of this shares is from Switzerland?
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Natan Cornaggia@Natancornaggia
8Lun
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8Lun
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Natan Cornaggia@Natancornaggia
8Lun
@Memo0606 based on my analysis it's very undervalued but risks are high, just my view obv
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8Lun
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Natan Cornaggia@Natancornaggia
8Lun
@Memo0606 the same, my biggest convinction, EV/FCF of 7 for this company makes 0 sense to me
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