📊 My June 2025 in the portfolio: winners, losers & additional purchases

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✅ Top performers in June

- Iris Energy: +53 % $IREN (+1,31 %)

- Cloudflare: +16,2 % $NET (+0,06 %)

- Datadog: +10,7 % $DDOG (-0,39 %)

- VanEck Uranium ETF: +9,8 % $NUKL (-0,75 %)

- NuBank: +8,7 % $NU (-0,1 %)

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❌ Losers in June

- BYD: -12,1 % $1211 (+3,84 %)

- Berkshire Hathaway: -6,8 % $BRK.B (+0,17 %)

- Rheinmetall: -4,6 % $RHM (-1,46 %)

- Alibaba: -3,9 % $BABA (+0 %)

- MercadoLibre: -1,3 % $MELI (+0,17 %)

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🔁 My additional purchases in June

- MSCI ACWI - 170 € (Core)

- MSCI Small Cap - 15 € (Core)

- Iris Energy - 50 €

- Tomra Systems - 100 € (buy after crash)

- Alibaba (ADR) - 50 € (long-term position building)

- Datadog (A) - 50 € (long-term position building)

- Ultrashort Bonds (EUR) - 150 € (dry powder)

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📎 I track my portfolio transparently on Getquin - link in bio

💬 What was your strongest or weakest stock in June?

#DepotUpdate #Month in review #Investing #BuyAndHold #StockMarket #ACWI #ETFStrategy #Uranium #Cloudflare #LongTermInvesting #TheSpeculator #Getquin #parqet

Hello everyone,

I often think about investing in the $NUKL (-0,75 %) ETF. I have heard that the US has imposed an import ban on Russian uranium. Therefore, I assume that North American uranium companies could benefit from this. Is this just a vague assumption, or do you think there are solid reasons for this?

Facts:

Import ban on Russian uranium:

The USA has taken measures to reduce its dependence on Russian uranium. As part of the sanctions against Russia due to the Ukraine conflict, imports of Russian uranium are being restricted.

North American uranium companies:

There are several major uranium producers in North America, including Cameco in Canada and Energy Fuels in the USA. These companies could benefit from reduced competition from Russian suppliers.

Rising uranium prices:

The reduced availability of Russian uranium could increase demand for North American uranium, which could lead to higher uranium prices. Higher prices could increase the profits of uranium producers.

Political support:

The US government has announced its intention to promote domestic uranium production in order to secure the national energy supply and become less dependent on foreign suppliers.

Long-term demand:

With the global movement towards clean energy and the increasing need for nuclear power as a low-emission energy source, demand for uranium is expected to continue to increase in the long term.

In summary, there are some solid reasons to believe that North American uranium companies could benefit from current geopolitical developments. An investment in the $NUKL (-0,75 %) ETF could therefore make sense in the current situation.

What do you think?

$NUKL (-0,75 %) Today I have expanded my position in this particular ETF. And will also currently put my focus on it.

According to Vaneck, the ETF invests in the following areas:

• Access to leading uranium mining companies and nuclear technology companies.
• Investing in reliable nuclear power as a fundamental energy source
• Supporting the decarbonization of the global power grid
• Diversification across at least 25 companies

My personal view on the future of this ETF:

• Increase of uranium needed by at least 25% ( more than 100 new reactors worldwide)
• Elements needed for initial construction will increase
• Revisions, maintenance and periodic inspections will increase
• Energy companies from France, Poland, Switzerland, Belgium, Netherlands profit from nuclear phase-out in Germany

As I work in nuclear energy myself, I see this ETF very positive for the future.

No investment advice or anything like that.

How do you see this ETF?