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![MoritzMDrews Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::40206527.png) Moritz Drews [@MoritzMDrews](/creator/twitter/MoritzMDrews) on x 2444 followers
Created: 2025-05-01 14:26:17 UTC

Blended portfolio fundamentals May'25

#1 position: $DNP
Added to $JDG.L $JDG

Mindset reminder: Manage risks through business quality, not by jumping around. Let winners run. Long-term focus beats everything.

![](https://pbs.twimg.com/media/Gp3q4LJWoAAYrqT.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1917948697276489954/c:line.svg)

**Related Topics**
[investment](/topic/investment)
[longterm](/topic/longterm)
[mindset](/topic/mindset)
[$jdg](/topic/$jdg)
[$jdgl](/topic/$jdgl)
[$dnp](/topic/$dnp)

[Post Link](https://x.com/MoritzMDrews/status/1917948697276489954)