Approximately $2,537.21 in new funds added to the portfolio for a total of USD
7,734.62.
💸 This week I added Alibaba (BABA) and Apple (AAPL) to increase exposure to China and U.S. consumer tech.
Also topped up on NVIDIA (NVDA), ASML, and the Swiss SMI ETF (CSSMI). It messed with the weights a bit, but I kept it simple to avoid overtrading and extra fees. Steady and strategic. 🧘♂️📈
📊 Portfolio P&L Summary
- 💵 Total Unrealized P&L: +$37.80
🥇 Top Performers:
- 🪟 Microsoft (MSFT): +$21.10
- 🧠 Meta (META): +$12.70
- 🎮 NVIDIA (NVDA): +$12.60
🪦 Worst Performers:
- 💉 Eli Lilly (LLY): –$21.10
- 📡 Qualcomm (QCOM): –$7.01
- 👜 LVMH (MC): –$5.58
| 🏷️ Ticker | 🏢 Company | 💰 Unrealized P&L | ⚖️ Weight |
|---|---|---|---|
| MSFT | 🪟 Microsoft | +$21.10 | 4.00% |
| META | 🧠 Meta | +$12.70 | 3.93% |
| NVDA | 🎮 NVIDIA | +$12.60 | 10.22% |
| ADBE | 🎨 Adobe | +$10.20 | 3.78% |
| GOOGL | 🔍 Alphabet | –$0.65 | 3.31% |
| AAPL | 🍏 Apple | +$0.14 | 6.40% |
| QCOM | 📡 Qualcomm | –$7.01 | 1.98% |
| MU | 💾 Micron | +$1.74 | 1.83% |
| TXN | 🧮 Texas Instruments | –$2.20 | 2.10% |
| ASML | 🛠️ ASML | +$2.06 | 9.10% |
| TSM | 🧪 Taiwan Semiconductor | +$8.55 | 2.82% |
| OR | 💄 L’Oréal | –$1.58 | 3.58% |
| MC | 👜 LVMH | –$5.58 | 3.88% |
| BABA | 🧧 Alibaba | –$1.07 | 6.38% |
| AMZN | 📦 Amazon | –$2.57 | 3.53% |
| CAT | 🚜 Caterpillar | +$8.07 | 4.06% |
| LLY | 💉 Eli Lilly | –$21.10 | 4.09% |
| ORA | 📞 Orange | –$0.22 | 4.48% |
| BTI | 🚬 British American Tobacco | +$5.96 | 2.45% |
| CSSMI | 🇨🇭 iShares SMI ETF | –$3.34 | 18.12% |
🔎 Observations:
- Your tech giants (MSFT, META, NVDA) are carrying the gains.
- Eli Lilly (LLY) flipped hard into the red — possibly after recent volatility in healthcare stocks.
- Despite its size, iShares SMI ETF (CSSMI) hasn’t contributed much either way but remains my biggest single weight at 18.12%.
- The new adds (BABA, AAPL, ASML, NVDA, CSSMI) have shifted balance, but still kept diversification without overtrading (save on feeeees)
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