
€10,000 milestone reached. Time for another #stockchallenge update. When I posted the update below, the portfolio was sitting at around €6.7k with a +10.12% time-weighted return. Today: €10.2k portfolio +25.28% time-weighted return +€1.7k total P&L Since then I haven’t done much selling at all. In fact, the only position I’ve completely exited is $DHER. Everything else has basically been the opposite: I’ve kept buying. I’ve added significantly to several of my existing positions and opened $UBER, and recently $ABTC while continuing to build the portfolio every month. $META is now my largest position, followed by $NTDOY and $UBER, with $DSY, $BMW, $PNDORA and $MTCH still making up a good part of the portfolio. What I like most isn’t really crossing €10k though. It’s seeing the strategy slowly work. At one point this portfolio was sitting around -20%. I kept buying the companies I believed were mispriced instead of changing the strategy because prices were going against me. Now it’s at +25%. Still a very small portfolio and a very long road ahead, but that’s exactly why I started documenting this. €10k done. Next stop: €15k. See you at the next update