Hello my dears,
the fantasy that AI swallows software has unfortunately had a greater impact on my portfolio than on the indices.
I hope it was just a carnival ghost, and that's why I'm not changing much for the time being.
Then there are the strange reactions to the quarterly figures.
My two new stocks $7012 (+3,57%) Kawasaki and $EXENS (+4%) Exosens have settled in well. And are slowly starting to bear fruit.
Considering that February is historically one of the worse months on the stock market, I am satisfied. Even if it annoys me to be behind the indices.
YTD and on an annual basis, I am well above the indices and am still satisfied with the performance for the time being.
My dears, how satisfied are you?
