When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate... Read more
Humanoid robots are one of the most discussed technology topics of recent months, and investor interest will likely not fade even in 2026. The excitement is understandable—the pairing of AI with the physical world sounds like the next big chapter in technological development. The problem is that reality so far significantly lags behind what we see on stages and in promo videos.... Read more
I'm just watching from afar for now, and I haven't invested in a company that focuses mainly or exclusively on this kind of robot. But maybe that'll happen one day :)
Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.
Shares $RDDT have risen by more than 390% over the past two years, which is a solid performance. After the IPO the shares plunged significantly, but they later recovered and the company is doing quite well now. At the current valuation I won't invest in it, but after a possible correction it could be interesting.
What are your thoughts on Reddit? Do you hold $RDDT in your... Read more
I'm curious how Reddit will approach LLM models. Right now they get some revenue from chatbots that draw on their content when answering queries. But what will it be like in a few years when people become more comfortable and a scenario similar to what was predicted for Google becomes likely? Will people visit their pages or just rely on a quick answer? Advertisers will inevitably have to respond to this.
All of this has been driving the stock market in recent years. But investors are starting to forget about “classic” value stocks like Procter & Gamble $PG.
Yeah, similar ones are Clorox, Hormel Foods, General Mills, or Diageo. The question is when they'll hit bottom — many companies took on excessive debt during the period of low interest rates and those businesses are stagnating, which means they might not be a good investment and could languish for a long time...
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Google’s Quiet Bet on AI Economics
When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
Read more
Zobrazit další komentáře
Like Buffett, but I trimmed AJG because it wasn't doing well and APH because it was doing well.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
13% dividend: stable income or yield with a catch?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Healthcare on the rise: 3 stocks that dominated the market this year and have the potential to repeat in 2026
Humanoid robots are one of the most discussed technology topics of recent months, and investor interest will likely not fade even in 2026. The excitement is understandable—the pairing of AI with the physical world sounds like the next big chapter in technological development. The problem is that reality so far significantly lags behind what we see on stages and in promo videos....
Read more
Zobrazit další komentáře
I'm just watching from afar for now, and I haven't invested in a company that focuses mainly or exclusively on this kind of robot. But maybe that'll happen one day :)
🚨 A sneak peek at my $50,000 PORTFOLIO at year-end.
✅ +27.13% YTD return | Updated 30.12.2025
Wishing you lots of success in the New Year, colleagues❗
$GOOGL $AMZN $SOFI $NVDA $ASML $UBER $NFLX $UNH $V $ABNB $DUOL $FICO $NVO
Read more
Zobrazit další komentáře
Beautifully diversified portfolio. I wish you lots of luck in the New Year.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A Global Tournament, a Local Bottleneck: Why One Hotel Chain Stands Out
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
How 2025 Reshaped Markets: What Investors Now Value and What Lies Ahead
Which Asian stocks do you have in your portfolio?
Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.
Zobrazit další komentáře
For the Asian market I ended up opening positions in CEBL.DE; it’s an ETF focused on the region.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Outpacing the Industry Quietly: Why This Chip Stock Still Flies Under the Radar
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Unlocking Value in Europe: Three German Stocks Overlooked by the Market
Shares $RDDT have risen by more than 390% over the past two years, which is a solid performance. After the IPO the shares plunged significantly, but they later recovered and the company is doing quite well now. At the current valuation I won't invest in it, but after a possible correction it could be interesting.
What are your thoughts on Reddit? Do you hold $RDDT in your...
Read more
Zobrazit další komentáře
I'm curious how Reddit will approach LLM models. Right now they get some revenue from chatbots that draw on their content when answering queries. But what will it be like in a few years when people become more comfortable and a scenario similar to what was predicted for Google becomes likely? Will people visit their pages or just rely on a quick answer? Advertisers will inevitably have to respond to this.
AI, technology, processors, software…
All of this has been driving the stock market in recent years. But investors are starting to forget about “classic” value stocks like Procter & Gamble $PG.
...Read more
Zobrazit další komentáře
Yeah, similar ones are Clorox, Hormel Foods, General Mills, or Diageo. The question is when they'll hit bottom — many companies took on excessive debt during the period of low interest rates and those businesses are stagnating, which means they might not be a good investment and could languish for a long time...
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The Quiet Backbone of Digital Money: A Stablecoin Platform with Asymmetric Upside
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Top Semiconductor Stocks to Watch Through 2026: BofA Highlights Strong Profit Potential