Hey all,
June was a decent month with some ups and downs. I also added back a few names as the total number of names in my portfolio expanded. Currently there are four starter positions in my portfolio with Hinge Health HNGE, Allegro MicroSystems ALGM, ChipMOS Technologies IMOS, and Toyo Inc TOYO.
Some aspects of this market I’m finding challenging, as many industries are seeing stock prices going up while the market anticipates demand. I’m still looking to stick to my overall strategy of investing behind strong quarterly results.
My results at the end of June were,
- 2024: +146%
- 2025: +112%
- 2026: +62% YTD
- Cumulative: +745%
YTD points in time for 2026 are,
- JAN +4% YTD
- FEB -16% YTD
- MAR -20% YTD
- APR +11% YTD
- MAY +50% YTD
- JUN +62% YTD
My allocations ended at,
- Astera Labs ALAB - 14.8%
- Credo CRDO - 11.3%
- AppLovin APP - 11.1%
- Silicon Motion SIMO - 10.5%
- Kulicke & Soffa KLIC - 10.4%
- Micron MU - 9.4%
- Pattern Group PTRN - 8.5%
- Iren IREN - 7.3%
- Reddit RDDT - 4.5%
- Figure Technology FIGR - 3.9%
- Cohu COHU - 2.6%
- Ethos Technologies LIFE - 2.4%
- ACM Research ACMR - 1.8%
- Hinge Health HNGE - 0.5%
- ChipMOS Technologies IMOS - 0.3%
- Allegro MicroSystems ALGM - 0.3%
- Toyo Inc TOYO - 0.3%
Foreign listed tech stocks I own that make up 1%,
- NEW: Nanya Technology 2408.TW
- NEW: Innnodisk 5289.TW
- SmartOptics SMOP.OL
- Phison Electronics 8299.TW
- ADATA Technology 3260.TW
- Transcend Information 2451.TW
Stocks that I bought and sold,
- Sandisk SNDK
- Lumentum LITE
- Optical Cable Corporation OCC - makes optical cables
Promising new ideas included,
- Marex Group MRX - financial services platform for hedging commodity risk
- Hepsiburada HEPS - Turkish e-commerce platform
- LiftOff Mobile LFTO - demand and supply side ad platform
- SK hynix SKHY - dominant memory maker from South Korea listing as ADR soon
- 5N Plus VNP.TO - specialty semiconductor wafers and material
- Keysight Technologies KEYS - electronic design and test
- Sterling Infrastructure STRL - electronic infrastructure and building projects
- Silicom SILC - Israeli based hardware for performance networking and infra
My market and portfolio commentary this month discussed the flexibility of my strategy to be able to add to a stock going up, or a stock going down. I also explained my viewpoint on the futility of basing a strategy around when the AI cycle will end.
Best of luck to everyone with their portfolios!