Changes to the Portfolio Tracker / Investment Library

Good evening to you all,

Just a quick heads-up on some changes I made to the Investment Library. After some feedback I made the following changes:

• The portfolio tracker now shows my daily P/L

• It also shows the real-time weighting of each stock in my portfolio

• The sentiment range is now automatically updated:
  - Below entry level is: Undervalued
  - Between 0-10% of entry level: Attractively valued
  - Between 10%-30%: Fairly valued
  - Above 30%: Overvalued

• I will try to update the entry levels as often as I can, but only if I believe it’s necessary. I am not a trader so it doesn’t make sense for me to update these levels on a daily basis.

This is how the overview looks right now:

• Changes I make to the portfolio are updated in the Buy/Sell-list when I make them (I will continue to post updates in the discord and Substack chat as well. Below is my track record this year.

  

With these new changes the current sentiment list was updated as well.

• Nebius: Attractively valued to richly valued

• ASML: attractively valued to fairly valued

• Dlocal: attractively valued to undervalued

• Microsoft attractively valued to fairly valued

• Sk Hynix: undervalued to attractively valued

I also updated the following entry levels

• TSMC: buy level raised to $365 to better reflect the strong growth and strong earnings and my updated figures in the valuation model

• Nebius: raised the buy level to $185 after a great earnings report, still would consider a decent margin of safety before aggressively buying

This update was free for everyone as I wanted to highlight what I do behind the scenes, but if you want full access to this investment Library, that is reserved for premium members

Upgrade to premium

More information can be found in this post:

If you have trouble accessing the drive, please send me a dm.

Cheers and have a good night,

-TacticzHazel

PS. I’m currently working on building a website in which I will incorporate these, and many more features! Gonna take a few months but I really think this will be a great addition to my offering.

Disclaimer

The content I share is for educational and informational purposes only. It should not be considered financial, investment, or trading advice. All opinions expressed are personal views and are not guarantees of future performance. Investing involves risk, including the potential loss of capital, and past results do not indicate future returns.

Before making any investment decisions, you should conduct your own research or seek guidance from a licensed financial advisor. I am not responsible for any financial outcomes resulting from actions taken based on the information provided.

By engaging with this content, you acknowledge and agree that you are solely responsible for your own investment choices.