This month I made some difficult but necessary decisions to continue optimizing my portfolio.

📉 Difficult goodbyes...

I sold $JMT (-0,5%) e $MAERSK A (-0,53%) to strengthen my position in $GMAB (+1,23%) e $ABEV3 . It was especially difficult to let go Maerskbecause the dividend is strong and the company has a solid base. I don't know if I did the right thing or the wrong thing, but sometimes you have to take the leap when you see opportunities.

📈 Results for the month:

• The smallest change in the portfolio was -0,46%while the highest was +7,26%.
• YTD we're currently at +8.95%a figure I consider extraordinary, especially seeing that my massive exit from the US was the right decision.
• I've seen people who were +8% this year and are now already negative at -2%which reinforces the importance of a well-defined strategy.

💰 New acquisitions and betting on crypto

In addition to the movements on the stock market, I decided to invest 100% of my available capital this month in cryptocurrencies. 🚀

✅ $BTC (-0,35%)
& $ETH (-0,01%) - The giants of the market, with solidity and growing adoption.

✅ $DOT (-2,96%) - I believe in the potential of their blockchain interoperability technology.

✅ $AVAX (+3,12%) - Strong scalability and fast transactions, a project that continues to grow.

✅ $NEAR (-4,67%) - Focused on usability and the development of decentralized apps.

💡 Why invest now?

I'm strengthening in crypto because I've seen my portfolio fall by more than half and I believe that this is a great opportunity right now.

The market is still far from its top and I see great potential for appreciation in the medium to long term.

💭 Convictions for the shares:

If I had to invest more this month in stocks, I'd add more to Ambev and Genmabas I see great upside potential.

How are your portfolios?

The crypto market is currently volatile, with slight downward movements in the leading cryptocurrencies. Bitcoin ($BTC (-0,35%) ) is currently trading at USD 104,880, down 2.26% on the previous day.

Ethereum ($ETH (-0,01%) ) is trading at USD 3,320.90, down a minimal 0.43%.

$BNB (-0,41%) remains almost stable at USD 690.28.

$XRP (-2,48%) and $ADA (-3,17%) also show slight losses, while $DOGE (-1,21%) remains almost unchanged at USD 0.373198.

$SOL (-1,9%) and $AVAX (+3,12%) are down 4.68% and 2.53% respectively. Litecoin ($LTC ) and Polkadot ($DOT (-2,96%) ), on the other hand, show minimal changes.

Despite these short-term fluctuations, the long-term trend remains positive. Experts such as Matt Hougan from Bitwise Asset Management emphasize that fundamental factors such as institutional acceptance and technological innovations are supporting the multi-year bull market.

One should keep an eye on the volatility of the market and adjust investment decisions accordingly.