So I wanted to do a grand reveal once I managed to save up to a 1 000 000 SEK, but sadly I didn't manage to reach that goal in time... Oh well, here are my complete returns!
In total I have inserted 54k into my account & made 778k in pure profits. Not too shabby in 2.5 years
2023 top 5 picks, it's gonna be a VERY unsurprising list:
1.
#Tin
y'all know the names already!
2. $PBR.A big juicy divvies!!!
3. $PNRL.v never going down, ever 😤
4. $SRL.v multi bag the moment permitting completes 🤞
5. $SGML.V nutty yield on a soon to be lithium producer!
With a couple hours of 2023 to go, here are my 5 top picks for 2024:
1. $AFM.V
No surprise here, eh? With
#tin
demand starting to recover & production gearing up from Mpama South; it is a no-brainer HODL for the upcoming year with plenty of catalysts to make it move higher!
Well, the time has come for my final portfolio update! This ended prematurely as I had to rug y'all to buy a house, but I'll still be shitposting on Twitter! I'll just focus more on my core sectors than pitching hundreds of ideas per month lol.
Well hot diggity damn, this week sure delivered on many fronts, from Uranium going crazy & PTAL finally delivering!!! 🥳
Managed to barely give anything back on Friday as well, so ended +13% points for the week, current YTD 124% 🥳
Ukrainian forces entered Izum, the strategic town in Kharkiv region. Unbelievable. In spring Russians spent 1 month to take it. Now it took halfday to liberate it. It’s real new Tsushima
For everyone asking about whether or not I've sold $PBR, see below table.
Until Lula either manages to figure out a way to stop PBR dividends (so far NOTHING has actually occurred), I'll sit tight & be right.
Girlfriend just got on an ambulance due to corona... The delta variant is serious friends, she got severe symptoms as perfectly healthy 24 y/o non smoker 😢. For some reason I'm doing fine tho, although I wish our roles were reversed...
Mood today:
I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR I'M A LONG-TERM INVESTOR
You buy coal for asymmetrical r/r, despite the fact every retail investor ever is already long & coal prices remain at historical highs while natty crashes.
I buy shitco jr miners fir asymmetrical r/r; when they're hated, dirt-cheap & barely make money.
We're not the same.
When I'm not busy pumping shitco's & dunking on boomers with inflated egos, I'm spending some quality time in my little vertical garden project.
It's getting there, slowly but surely!!!
As
#tin
is ripping once more & people once again asks for recommendations, let me just show you this amazing presentation from Boris about $AFM.v that I think most missed given tin crashed.
Do I need to say more?
While my portfolio doesn't currently reflect this, oil does seem like the biggest no-brainer long out of all commodities right now. China demand is good, NA onshore rigs are being shelved, sentiment is in the toilet & there are large US draws despite recession woes.
hmm... 🤔
Moscow does not rule out nationalising the assets of companies registered in the United States, European Union and other "unfriendly jurisdictions", Medvedev was quoted as saying.
#Russia
#Ukraine
🇷🇺🇺🇦
People are slowly but surely beginning to realize just how BOOOLISH the setup is for offshore drillers. This is a snippet from a recent Clarksons presentation! 👀
$RIG $DO $NOL.OL $DVD.OL $ODL.OL $CLB
I've gone from bullish commodities & shipping, to straight up APEISH 🦍🦍🦍!!! I'm telling y'all, we're gonna make generational wealth here by climbing up the wall of worry, as 🐮 exit too early & 🐻 continuously get squeezed.
Russia sanctions changed everything... EVERYTHING!!!
It seems that very few realize the unprecedented time we're in for some many commodities, due to the Russia sanctions.
A tip: Mute the generalists whom has done 0 work, yet confidently calls for a top in commodities. Follow the actual pros whom realize just how fucked it is
Well friends, looks like my addiction Twitter will soon have to come to an end...
Because I finished my MSc recently & just signed a contract to work as a developer!!! 🥳
I'll be around, but probably will have to start tweeting less... at least when I work 🤣
Pretty damn hard being bearish energy when hearing this refreshing rethoric. War or not, energy security is now the name of the game in EU!
The inevitable offshore driller bull cycle gonna be insane 👀
WOW WTF
Okay, fuck it. I'm turning into a complete fucking utard. The massive investor interest in physical
#uranium
can only end up with shit getting absolutely bonkers.
Especially as it's about to get the sweet sweet ESG label due to this energy crisis... 👀👀👀
Well hot diggity damn, this week sure delivered on many fronts, from Uranium going crazy & PTAL finally delivering!!! 🥳
Managed to barely give anything back on Friday as well, so ended +13% points for the week, current YTD 124% 🥳
It's been a while since I did a portfolio update, but it will now return weekly as $NAN.v finally relisted to $PNRL.V!
I've had an OK time since then, lots of volatility in oil have kept the gains modest despite the yuge shitco rally! Currently at 111% up YTD!
Welp, colour me pleasantly surprised! You LOT are actually buying MOAR $PBR.A $PBR post dividend? Have people finally realised how silly the nationalisation bear thesis really is??? 👀
WAGMI MFERS 😤💪
It's a bit of a cycle. First you get the post div puke, then the fear, then the recovery & runup into next dividend. Rinse & repeat ad infinitum!
You'll get used to it after a while 😮💨
Some of y'all might remember that I was very into gardening last summer & mentioned that I was getting 40 strawberry plants for this season. I wasn't joking lol
Here is a little preview of my hobby project to create an food garden oasis on my balcony here in London 👀
This week was also a rollercoaster, but this time the ride was FAR more FUN! Ended up circa 10% points for the week, current YTD 101%. Finally managed to breach 100% YTD! Could I reach 200% for a third year in a row? Idk, but I sure hope so!!! 🥳🎉
I thought last week was bad, but oh boy this week sure was a rollercoaster. Got absolutely rugged on Monday, made some back Tues/Weds, rugged again on Thursday just to experience FUCK YEAH FRIDAY.
Ended up slightly up for the week, current YTD 91%. Just 3% to go from ATH! 🥳
What a week! Shorts got squeezed, garbage started flying but I sat tight (& hopefully remained right)!!! Up a whole 15% points, so my YTD has now reached 85% 🥳
Pretty nutty performance, another week like this and I'll be up 100% for the year which is rather mindboogling 🤯
This week was an absolute disaster with a massive pullback on Monday & Tuesday for commodities... but managed to regain much of it back, but not all! So my first weekly loss of a whole 8% points 🤮
But all things considered I'm glad it's not 15-20% as I thought it would be LOL
This is just a beautiful sight to behold, $TSLA stans & Elon are fighting as the share price continues to go limit down 😙👌
KEEP RAISING THOSE DAMN RATES JPOW, IT'S WORKING!!!!
Update! GF got discharged & just got home! Seems like the worst is behind us 🥳
Thanks for all the ❤️ shown here, it was very heartwarming and kind of you all 🙏🙏🙏
There is definitely more value to squeeze out, but given the dramatic over performance vs anything non LatAm oil, I'm pretty content taking profits here!
So long & thanks for all the fish! 🥳
While everyone is panicking about CS, I've been paying attention to all the rather bullish oil news. OPEC+ over 1mm cut, Russian production *finally* faltering & China no-covid policy showing signs of easing 🧐
Maybe I'll have to get exposure a bit earlier than planned...
HOLY SHIT ITS FUCKING TRUE,
#TIN
SPOT JUST SPIKED TO 29K/T !!!!! LETS FUCKING GOOO!!!!!!!!! WHY AM I THE ONLY ONE WRITING IN CAPS????🤪🤪🤪
#ALLINTIN
$AFM.v
The small vertical garden is shaping up preeetty damn nice!!! Got daily visits of a bunch of bumblebees & other wild bees, so I must do something right!!! 🥳
How the fuck do people manage to lose money on stonks when markets always go up eventually? Got to be one dumb motherfucker who bought something useless such as "commodities" instead of AI LMFAO
It actually pains me when someone is losing money and says "the market doesnt make sense." here is the truth, the market isnt supposed to make sense, by definition. Just make money, dont make sense.
So I've begun something I've wanted to do for a while, watch all the old school classics! Basically watch through the 100 years 100 movies list!
First up: Lawrence of Arabia! I went in blind and came out STUNNED! 10/10 it has aged like fine 🍷, the scenery is just *chefs kiss*
FWIW $ZIM crayons tell us to sell here
So I trimmed most of my rather sick gains for 2024, gonna keep a small position only & re-enter if we see a nice lil dip 🙏
I got a serious plant addiction, can't stop ordering trees. But can you blame me, just look at this shit. How can I resist planting one in my frontyard to have a similar display in circa 10 years? 😤
Boring old lawns w/o anything in them GTFO, we tree maxxin dis bitch
Having a 6 hour layover in Zurich is truly the worst! It will probably cost me more to buy food & snacks during my short time here, rather than my entire 2 week stay in Thailand 💀
This is missing the trees for the forest, don't forget their current FCF yield + growing gas production in EU (Corrib, Slovakia, Hungary etc) + LXE
They are 90% unhedged in 2023, if TTF remains high then they will print $$$. Current valuation for $VET $VET.TO is a JOKE!!!
$VET.TO seems like a smart pick for a European gas bull and is getting more attention as TTF prices go bonkers. Can't help but notice the company is facing its 4th consecutive drop in Dutch production. Also meaningful declines in France and Canada. A concern or a buy?
I'm not bearish OFS per se, but if you're chasing and/or not taking profits after a 40% rally in a single month... you're doing it wrong & asking to get rugged!!!
Just a friendly reminder xoxo
Had another amazing year due to $SGQ.to $ZIM $AFM.v, can't believe I nearly had as a large return as I did in 2020!!! 🥳
Can we get another good year before the house of cards falls down? I'm skeptical, but I'll keep trying! 😅
2020 has been my best investing year so far, although I only started in 2017. Looking back I owe much of it to people on Twitter and the friends I've made along the way. Happy new years everyone! 🎉
Pretty funny how you can buy one of the world largest international cement makers near covid lows, because 🤡 think all listed German industrials will go to 0.
So much possible alpha to generate here...
$HDELY
I was a tad bit early back into WHC 😅, but I think it's definitely time to fade EU optimism & pivot further into a polar vortex collapse scenario by being long coal/gas!
Thinking of joining the bois in $YAL.AX 👀
What a week, feels like things are beginning to break & the BIG CRASH all the 🐻 have dreamed off for years is finally happening.
But I had a great week despite that, due to being long mostly energy & shipping! Up 9% points for the week, current YTD is 90% 🥳🥳🥳
How fitting that April ended with such a volatile week lol. Did really well on some punts, did atrocious on others! All in all, managed to at least survive! Current YTD is 81.7%, slightly up for the week! April ended up 2.4%, which relative to the market is A-OK for me 😅
If you think the Chinese government would not orchestrate the most insane stock rally in history following the absolute shit show of the past few years during a Dragon Year, you've obviously never met anyone from mainland China, much less worked with one. Zodiac is everything.
dude had +$10m but didn't cash out, and now he lives out of his car... must have fallen for the
@BichonRedux
psyop that he was merely middle class & needed at min $20m to retire comfortably.
many such cases... 💀
There’s a lot of freedom in living in your Tesla for a while.
Fewer bills to pay. No rent/mortgage, internet, utilities, taxes, repairs, maintenance, etc.
You own less stuff, especially if you donate everything in your storage unit like I did. And as a result, you be less…
While everyone is piling into PBR for Brazil exposure, ya boi is looking elsewhere...
Have y'all forgotten about $VALE? Pretty crazy that it's trading so cheaply, esp given recent jump in steel/IO & the yuuuge Saudi investment 👀
German Green Party leader and minister of economic affairs Robert Habeck orders the expansion of a giant brown coal mine and the destruction of the village of Lützerath that is in its way.
#antinuclearism
#climatepolicy
$PBR.A $PBR looks like it's about to breakout from a beautiful consolidation base!!! 👀🤞
I guess people eventually figured out Lula can't stop them DUMMY THICC dividends? WAGMI!!!
If there is one selloff that has puzzled me it's agriculture. How did wheat, corn etc all fall straight back to pre invasion levels? Whatever happened to the massive decline we kept hearing about in production worldwide, did it get solved? 🧐🤔
✅ Hedgeye going bearish & dunking on oil bulls despite being wrong for like a year
✅ Calvin going full doom poster & wiping out his old tweets
✅ Oil flipping r/g
If this isn't a sign that we're at the bottom IDK what is!!!
Market rumors say China will:
*subsidize basic commodities;
*raise standards for low-income groups;
*invest in "new infrastructure, new energy";
*issue 3.45 trillion yuan of government special bonds;
*boost quota of special loans and double quota of SME loans.
#China
$ASHR $CNH
Buybacks will be rewarded they said. Shareholder friendly policies is what investors want they said. Clean b/s is excellent they said.
Poor old $ASTL, did everything right yet no one gives a fk 😭
$ZIM is gonna go fulle Gamestop, isn't it? The shorts are oh so screwed...
Remember they still got like ~$20/s in cash, and a "good" quarter or two completely flips their valuation, as it's currently pricing in a horrible 24/25.
BREAKING: US, UK launch airstrikes on Houthi targets in Yemen
BREAKING: Reports that the Houthis have launched cruise missiles at US targets
Guess there is a war breaking out…
2022 performance is a bit tough to calculate, as my app counts my liquidation of funds as a loss. 🤷
Manual calculations show circa 120% returns YTD! No third year of 200% returns sadly as my MOLT yolo hasn't printed yet. But I think long-term this decision will pay off 🫡
IM BACK BABY, FACK YOU MISTER HACKER 😤🖕
But wtf, you cunts couldn't stop yourselves from going back to dumping oil stonks without my pumping for a day & a half??? Smh!!!