Leon's avatar
$11.1m follower assets
Portfolio end of June '22 (descending order)
stocks:

Epsilon Net Group $EPSIL.AT
Secunet Security Networks $YSN.DE
Evolution $EVVTY
Leatt Corp. $LEAT
Kaspi $KSPI
Grodno SA $GRN.WA
Amazon $AMZN
Meta $META
Media and Games Invest $MDGIF
Alphabet $GOOG
Centrotec SE $CEV.HM
IDT Corp. $IDT
Vow AsA $VOW.OL
Digital Turbine $APPS
Tremor International $TRMR
Passus SA $PAS.WA
Booking Holdings $BKNG
Steico SE $ST5.DE
Kambi $KAMBI
Mynaric $MYNA
Unity Software $U
Tencent Holdings $TCEHY
Alibaba Group $BABA
Nvidia $NVDA
SEA Ltd. $SE
Adobe $ADBE
Monster Beverage $MNST
Spotify $SPOT

New: $CEV.HM. Sold: $INPST

Crypto:

Ethereum $ETH.X
Bitcoin $BTC.X
Litecoin $LTC.X
Yield Guild Games $YGG.X
Enjin $ENJ.X
IOTA $MIOTA.X
Cardano $ADA.X
Bitcoin Cash $BCH.X
Polkadot $DOT.X
Nice crypto basket there, how do you tend to view the more obscure ones, as moonshots?
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Leon's avatar
$11.1m follower assets
Evolution live in West Virginia
$EVO $EVVTY announced that it has gone live with it’s wide-ranging online live casino offering for operators in West Virginia.
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Leon's avatar
$11.1m follower assets
Evolution acquires Nolimit City
$EVO $EVVTY has entered into agreement to acquire Nolimit City, a leading producer and developer of online slot games for an upfront of EUR 200mm and earn outs of up to EUR 140mm
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LT's avatar
$11.3m follower assets
2021 Lessons Learned: Trading/Speculation Turned Buy&Hold
I learned a lot in 2021 - had many losers with sizable losses $VMEO $IAC (call) $GEVO $ME $CTXR
I'm forgetting some
$FIGS turned out to be a loser but I sold at a gain

But a handful of trades made up for the losses, nearly double $AABB $GRTS $GME (short)
Those were the main ones

Lesson: a couple winners can make up for many losers. Luck also plays a big role, especially for short term speculation

Given up a big chunk of 2021 gains through 2022 already. We'll see how we end the year though, I think I'm decently positioned. Majority of my portfolio is in profitable growers at reasonable valuations. Have decent portion allotted to potential multibaggers

Profitable growers at reasonable valuation: $GOOGL $PUBM $FB $EVVTY $LEAT
This portion makes up 79% of my portfolio

Unprofitable potential multibaggers: $TUEM $SLGC $NAUT
This portion makes up 21% of my portfolio
Hi @logicalthesis, welcome to Commonstock! Thanks for sharing some of what you've learned recently. I like that you're seeing learning opportunities in both your winners and losers!
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Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.