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@investor_from_nepal
Investor from Nepal ๐ŸŽ„
$18.3M follower assets
๐Ÿ‘จ๐Ÿฝโ€๐Ÿ’ป| Game developer with over 100M+ downloads ๐Ÿ’ต| Financially free before 30 ๐Ÿค—| Helping 4 other friends to be financially independent
480 following1,103 followers
How do you like my $VOO buys
I switched from daily buys to weekly buy and have been buying for almost a year. How do you like em?
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This what long-term winning looks like !
I saw someone on Twitter post this chart today.
I don't know whether there's a degree of cherry-picking data here, but I wouldn't be surprised AI powered funds have also struggled to beat a vanilla S&P 500 index tracking fund like most active funds, even in the short-term. You gotta think, the longer the time horizon, the harder it gets to beat a vanilla passive fund.
You can't ignore decades and decades of history.
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Unity is closing the gap in cinematics and animations with Unreal
Unity used to lag behind Unreal in a few aspects.

Cinematics and Animation are the most prominent ones.

With the acquisition of Weta Digital last year, they are filling the gap.

See the movies and animations that used Weta Tools last year.

YouTube
Introducing Unity Wฤ“tฤ Tools | Unity
โญ Introducing Unity Wฤ“tฤ Tools โญSee how our newly announced product suite is already being used by artists and studiosQ: What is this?A: We are bringing toge...

@heyrico08/11/2023
Do you think $U is fairly valued right now?
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$U launches beta program for visionOS
$AAPL last month announced that $U is the choice of the game engine for visionOS. Now, Unity has announced a beta program for visionOS. Excited to see what comes out of it. I expect many creators to join to port apps.

create.unity.com
Create for Apple visionOS
Leverage Unityโ€™s familiar workflows and powerful tools to build and bring your games and apps into a new frontier of spatial computing.

@heyrico07/19/2023
This is awesome - good time to buy!
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Monthly Update - June 2023
๐Ÿ‘ป Portfolio update
  • Total gains +$ 34,902.82 (+9.50%)
  • Dividend portfolio +$11,944.91 (+4.82%), non-dividend portfolio +$22,337.35 (+20.85%)
  • Biggest winner $U +51.18% (+$ 24,421.25 )
  • Biggest loser $ASML -0.48% ( -$ 432.28)

๐Ÿค‘ Dividends update
  • $ 673.48 in dividends
  • $269.53 from $JEPI and $403.95 $SCHD
  • No re-investments made

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investorfromnepal.scoopbird.com
Monthly Update - June 2023 ๐Ÿ“† | #53
Big capital gains and Unity

Unity just changed the game!
Unity just changed the game with it's two new AI products - Muse and Sentis.
  • Unity Muse is an AI platform that enables the creation of real-time 3D applications using natural inputs like text prompts and sketches. It makes making as easy as chatting with ChatGPT bot. Muse Chat, a feature of Muse, facilitates AI-based search for relevant information and code samples.
  • Unity Sentis allows embedding AI models directly into the Unity Runtime, enhancing gameplay on various platforms.

Additionally, Unity is offering AI Verified Solutions from third-party providers on the Unity Asset Store, including smart NPCs, VFX, textures, and more. Unity seeks feedback from investors to refine and improve these AI offerings.

What does this mean for developers?
  • Get shit done faster
  • Revolutionizing player experiences with AI

www.linkedin.com
[Video] Unity on LinkedIn: Imagine more with Unity AI ๐Ÿ”ฎ | 204 comments
Imagine more with Unity AI ๐Ÿ”ฎ Introducing: โญ #UnityMuse, a platform of AI capabilities for content creation, with Muse Chat for AI-based search now in closedโ€ฆ | 204 comments on LinkedIn

@heyrico06/27/2023
Didn't Roblox also come out with something to help users build faster?
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Portfolio in review
This quarter is about to end and here is how my portfolio looks in the last quarter.

Portfolio:

I have concentrated my portfolio on only companies that I believe are strong. I own 6 individual stocks - $AAPL, $ASML, $VICI, $JPM, $COST and $U. I own 2 high dividends ETFs - $JEPI and $SCHD.

Preformance:
Last 3 months has been a good for my portfolio.

In last 3 months, my portfolio grew by 10.78% while SP 500 grew by 10.16%.

My biggest winner was $U which is up 50% in last 3 months, I am up 46.30% in Unity. It's my second largest holding too.

Thanks to massive gains in $U, I was able to reach $500k in net worth!


I didn't have any losses in last 3 months, $SCHD and $VICI were read at one point. As a dividend investor, my focus is on dividends, so here it is:

Dividends collected: $ 2,299.88
Highest dividends (JEPI): $ 776.75

Dividends were all re-invested, dividends collected from $JEPI were re-invested in $SCHD and other's were re-invested in their own stock.

I am not holding a lot of cash as I am using my cash for ScoopBird - newsletter platform that I am working on.

Future:

I am going to focus on buying more $SCHD using my $JEPI dividends. As of now I am not planning to sell any of the stocks, including $U. Few companies I am looking at right now are Oracle and Moody's.
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X (formerly Twitter)
Investor from Nepal ๐Ÿ‡ณ๐Ÿ‡ต (@nepali_investor) on X
Might be brief, but I am at $500k now!

Great performance. What will be the reason/catalyst that will incentivize you to open a position in Oracle?
+ 9 comments
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