Transaction Update: Doubling Our Position in Partners Group Ahead of Earnings
We have doubled our position in Partners Group (SIX: PGHN) ahead of the half-year results on 1 September.
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PortfolioUpdate
BIDU
Baidu Q2 2026 Earnings: Watch List After a Missed Defensive Entry
Baidu Q2 2026: revenue -4%, ads -19%, but AI Cloud +50%. Shares initially sold off to $90 but have since rallied. We missed our short put entry and are moving BIDU to the watch list, waiting for ~$88.
PortfolioUpdate
META, EWY
Short Puts on META and the iShares MSCI South Korea
New Position: Writing short puts on Meta Platforms (META) and the iShares MSCI South Korea ETF (EWY)
PortfolioUpdate
BABA, IAUP.L, SLVP, RHM.DE
Portfolio Update
Portfolio Update: Adding to Core Positions on Price Weakness
PortfolioUpdate
PORTFOLIO START!
We're setting up a small amount of stocks/ETF to start with and are continuously adding over the next months.