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"As mentioned earlier I initiated positions in $VAL and $NE but sold out with high single digit returns. Despite believing they'll perform well holding offshore drillers contradicted my bullish thesis on nuclear as the future of energy. They just didn't feel like long term compounders. I redirected capital into $CCI instead. As I've covered previously I've been rotating out of $RYGYO to add to $RYSAS. I mainly share these for transparency and to keep a record of my returns saying "+104% in 2024" without proof doesn't convince anyone. Do your own research. This is just for entertainment"
X Link @LunchInvesting 2025-10-07T19:10Z 4042 followers, 1094 engagements
"📢 Time for the third update of the year Current Allocation: $RYSAS XXXXX% $RYGYO XXXXX% $CCOLA XXXX% $AMR XXXX% $AEFES XXXX% $TAVHL XXXX% A quick reminder: I want to remind you that money isn't the end goal. Make sure you're chasing happiness too. Naval once said "If you're so smart why aren't you happy" A life that's rich but miserable isn't worth pursuing"
X Link @LunchInvesting 2025-10-07T19:10Z 4040 followers, 5153 engagements