You're already recapping the year like this? Wait at least 2 more months, only autumn will be a ride! :-D

This year, $NVDA surprised me the most with its growth. I had dumped all my shares of this company before, but there was still a nice appreciation. What they have done this year in the graphics card market is incredible.

I started this year 😁 but my largest position is still in $CVS followed by NHY , $CRWD and $CSCO. I plan to increase my position in $O but mostly investing as the situation warrants. And intrigued by $NVDA for sure no question but on the other hand I don't take it totally positive because as fast as it skyrocketed it can do -50% into a correction to take the upside seriously... Now what are we going to say this chart of it looks like a pumped up shitcoin on crypt. 😂

They were interesting, so to speak, from the point of view of earnings so definitely big tech on which some of the nice appreciation was. Investment-wise, so buying into reit companies. And disappointing, so far for example $PYPL and $DIS which I have and they are not doing as well as I expected them to.

$O and $CSV

For me $JNJ, $OXY, $DIS, $ASML, $PFE, $BTCUSD, $NKE I'm happy with that, all very low prices everywhere in terms of this half year.