Hey all, like everyone else it was a tough month for results. However, I’m optimistic about this earnings season as a couple companies have had a strong report so far. I’ll be looking to adjust allocations this week as more earnings come in.
My results at the end of July were,
- 2024: +146%
- 2025: +112%
- 2026: +22% YTD
- Cumulative: +536%
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
- JUL +22% YTD
My allocations at the end of July,
- Silicon Motion SIMO - 13.5%
- Astera Labs ALAB - 12.3%
- AppLovin APP - 10.5%
- Credo CRDO - 10.4%
- Pattern Group PTRN - 10.3%
- Kulicke & Soffa KLIC - 9.4%
- Iren IREN - 7%
- Figure Technology FIGR - 4.9%
- Micron MU - 4.4%
- Ethos Technologies LIFE - 4%
- Cohu COHU - 2.9%
- Entravision EVC - 2.4%
- SK hynix SKHY - 2.1%
- Bloom Energy BE - 1.3%
- Hinge Health HNGE - 1.2%
- ACM Research ACMR - 1.2%
- Toyo Inc TOYO - 0.8%
Foreign listed tech stocks made up 1.1% of my portfolio with these stocks,
- Nanya Technology 2408.TW
- Ionnodisk 5289.TW
- SmartOptics SMOP.OL
- Phison Electronics 8299.TW
- ADATA Technology 3260.TW
- Transcend Information 2451.TW
Companies Bought & Sold in the month were,
- MaxLinear MXL
- Electrovaya ELVA
Companies which I sold,
- Reddit RDDT
- Allegro MicroSystems ALGM
- ChimMOS Technologies IMOS
Promising new ideas,
- TD SYNNEX SNX - global reseller of IT equipment, adding more custom work
- Tactile Systems Technology TCMD - medical at home devices
- Penguin Solutions PENG - AI + memory related hardware solutions
- Suja Life SUJA - cold pressed juice
- PicS N.V. PICS - Brazilian payment app and platform competing with Nu Bank
- PayPay PAYP - Japanese “Super App” for consumer purchases
- Mirion Technologies MIR - radiological equipment for nuclear reactors and medical
- Aevex Corp AVEX - drone maker scaling up
Any feedback is welcome on the names as always. Best of luck to everyone with their portfolios in earnings season!