Monthly Portfolio Review [Jun.26]
mr.ilkevich
A great... okay, not that great, but a very noticeable rotation is underway! Capital has started flowing out of overheated mega-caps into cyclicals, financials and…
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Monthly Portfolio Review [Jul.26]
An interesting month, to say the least. If you look only at the S&P 500, everything seems calm: a drop of just −0.13%. And the…
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Many of our Invest Hub residents know that I have been running a public investment portfolio since 2020. From the very start I set one…
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Monthly Portfolio Review [May.26]
This is how I opened the March report: “You know what? March 2026 will definitely go down in history! This is the month when Wall…
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