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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.5K followers
Created: 2025-07-08 20:13:16 UTC

This is my perfect $100K non-US portfolio: 

- $XXXXXX | $CSU - Constellation Software 🇨🇦
- $XXXXXX | $ASML - ASML 🇳🇱
- $XXXXXX | $SPOT - Spotify 🇸🇪
- $XXXXXX | $SE - Sea Ltd 🇸🇬
- $XXXXXX | $DLO - DLocal 🇺🇾
- $XXXXXX | $NBIS - Nebius 🇳🇱
- $XXXXXX | $MELI - MercadoLibre 🇦🇷
- $XXXXXX | $NVO - Novo Nordisk 🇩🇰
- $XXXXXX | $TSM - Taiwan Semi 🇹🇼

What would you change or add?

![](https://pbs.twimg.com/media/GvXG1ZxXYAAJkxy.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942678391418937498/c:line.svg)

**Related Topics**
[taiwan](/topic/taiwan)
[$tsm](/topic/$tsm)
[$novcde](/topic/$novcde)
[novo](/topic/novo)
[$se](/topic/$se)
[asml](/topic/asml)
[$asml](/topic/$asml)
[constellation](/topic/constellation)

[Post Link](https://x.com/TacticzH/status/1942678391418937498)