We're halfway through 2026, this means it is time to briefly analyze and assess the performance of my portfolio, its evolution in the near future and where some changes might be necessary.
🟢 Top 3 best performing assets YTD:
🥇 $ASML (+5,11%) +60,55% 💿
What else can we say about this company? Biggest moat in the market, unstoppable revenue and profits guided by the AI industry and market expectations continuously beaten.
It's the biggest individual stock in my portfolio, accounting for roughly 11%, i'm planning to keep it for the long term even though i won't add more unless a correction doesn't come.
🥈$ATAI (+0%) +26,94% 🔬
The smallest position in my portfolio, accounting for less than 1%. I'm really excited by the disruption they'll bring in treating psychiatric illnesses if their research and their products turn out to be effective. Unfortunately, according to consensus, they won't be profitable for at least another 3 years, but they have a lot of cash to finance their activities and researches. In addition they were added into the Russell 2000 and 3000 indexes in the end of June.
🥉 $IWVL (+1,85%) +18,70% 🌐
One of my core positions. It helped a lot balancing the overall performance in uncertain times during the year. It accounts for 10% of the whole portfolio
🔴 Top 3 worst performing assets YTD:
🥇 $BTC (-0,08%) -29,50% 🗿
"Look how they massacred my boy". In october i could have locked in a +132% profit, but i didn't because i am convinced Bitcoin will represent a revolution in international macroeconomics and digital payments, other than a reserve of value, and will be adopted more and more institutionally and retailwise. I'll definitely buy more when we'll reach the supposed bottom in this cycle.
🥈 $COPX (+3,54%) -8,08%
High volatility in here. If June had ended three weeks ago this ETF would be highly in the profit zone. I believe this is a nice addition to leverage energy transition and accounts for 3,3% of my portfolio. I'm planning to bring it up to 5%
🥉 $LDO (+0,87%) -3,75% 🔫
The defense industry has been under some pressure lately but the general consensus here is bullish. European defense budgets increasing, more and more conflicts and tensions rising around the world added to a well diversified product portfolio, orders growing and good management make them highly undervalued for me.
🛑 SOLD 🛑
I decided to part ways with BYD and realize a -36,36% loss. Don't get me wrong, the company is amazing and will be one of the top car manufacturers in the world sooner or later, but too many geopolitical and sectorial issues are a brake to their stock price and i figured it was better to reinvest the remaining money into $EIMI (+2,83%) and bring the emerging markets share of my portfolio to roughly 8%.
🔮What i am planning for the second half of the year?
First thing i wanna do is bringing up $COPX (+3,54%) to a 5% weight, as i mentioned earlier.
My performance target is 12% p.a. I'm halfway through so i'll probably stick to this composition for the time being.
By the end of the year i would like to implement Epi 3×GTAA strategy as a satellite position constituting approximayely 5% of my portfolio.
I'd like to hear your opinions and your suggestions 😊