Watchlist

In this article, I cover: * Portfolio update * State of the market (Iran Conflict & AI) and my general portfolio stance * Portfolio allocations, Watchlist valuation buy levels & Next Investment Steps:  (🔒Unlock with premium tier) Portfolio Updates The portfolio rebounded sharply over the last two weeks, gaining roughly +USD 49,000

Portfolio Updates Every end/beginning of the month, I provide a portfolio update of the following: * Portfolio progress (in USD) * Performance update (TWR: Time weighted returns) * Portfolio % Allocations of my Positions (Premium subscribers) * Watchlist buy levels (Premium subscribers) * Overall strategy of what I'm doing next with my capital