[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Simeon Research [@SimeonResearch_](/creator/twitter/SimeonResearch_) on x 5559 followers Created: 2025-06-20 13:56:13 UTC Full Portfolio View & Moves ✍️ Ticker - Percentage 📊 🇨🇦 $CSU.TO - XX% 🇮🇱 $NXSN.TA - XX% 🇨🇦 $TVK.TO - XX% 🇺🇸 $NVDA - X% 🇺🇸 $AMZN - X% 🇵🇱 $ACP.WA - X% 🇦🇺 $PME.AX - X% 🇨🇦 $VHI.TO - X% 🇺🇸 $BRO - X% 🇸🇪 $ITECH.ST - X% 🇺🇸 $HIMS - X% 🇺🇸 $KNSL - X% + X secret position bought very recently, try and guess it! 🤫 My moves 💡 As you can see I have done some significant moves ⛔️ First of all I exited my stake at $GOOG / $GOOGL , post is coming to explain my rationale and reasons I have conducted trims in $CSU, $AMZN as l have been doing an active effort to increase my stakes in smaller caps which I have been killing it with stellar performance. 📈 All the profits will be moved there I dont plan to decrease these positions any further for the time being. I am also reducing exposure to insurance $KNSL & $BRO (both trims in profit) as I think there are much better areas to hunt for amazing stocks especially in Europe, Australia and Israel in Software & Defense. ✅️ There are other small changes made but I will do a separate post on that! 🎯 Exits - $HEI (Analysis coming soon), $GOOG and $MEDP at the start of the year. I am very focused pursuing small caps all over the world and my portfolio will soon start to reflect that 🤝 How do you like/don't like in my portfolio? XXXXXX engagements  **Related Topics** [hims](/topic/hims) [amzn](/topic/amzn) [nvda](/topic/nvda) [$hims](/topic/$hims) [$itechst](/topic/$itechst) [$vhito](/topic/$vhito) [$pmeax](/topic/$pmeax) [$acpwa](/topic/$acpwa) [Post Link](https://x.com/SimeonResearch_/status/1936060522018873789)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Simeon Research @SimeonResearch_ on x 5559 followers
Created: 2025-06-20 13:56:13 UTC
Full Portfolio View & Moves ✍️
Ticker - Percentage 📊
🇨🇦 $CSU.TO - XX%
🇮🇱 $NXSN.TA - XX%
🇨🇦 $TVK.TO - XX%
🇺🇸 $NVDA - X%
🇺🇸 $AMZN - X%
🇵🇱 $ACP.WA - X%
🇦🇺 $PME.AX - X%
🇨🇦 $VHI.TO - X%
🇺🇸 $BRO - X%
🇸🇪 $ITECH.ST - X%
🇺🇸 $HIMS - X%
🇺🇸 $KNSL - X%
- X secret position bought very recently, try and guess it! 🤫
My moves 💡
As you can see I have done some significant moves
⛔️ First of all I exited my stake at $GOOG / $GOOGL , post is coming to explain my rationale and reasons
I have conducted trims in $CSU, $AMZN as l have been doing an active effort to increase my stakes in smaller caps which I have been killing it with stellar performance. 📈
All the profits will be moved there I dont plan to decrease these positions any further for the time being.
I am also reducing exposure to insurance $KNSL & $BRO (both trims in profit) as I think there are much better areas to hunt for amazing stocks especially in Europe, Australia and Israel in Software & Defense. ✅️
There are other small changes made but I will do a separate post on that!
🎯 Exits - $HEI (Analysis coming soon), $GOOG and $MEDP at the start of the year.
I am very focused pursuing small caps all over the world and my portfolio will soon start to reflect that 🤝
How do you like/don't like in my portfolio?
XXXXXX engagements
Related Topics hims amzn nvda $hims $itechst $vhito $pmeax $acpwa