Rate of Return (All-time) 9.34%

🏷️ Ticker	🏢 Company	📈 Unrealized P&L %	💰 Unrealized P&L
CSSMI	🇨🇭 iShares SMI ETF	–1.34%	–$26.10
MSFT	🪟 Microsoft	+9.66%	+$73.10
TSM	🧪 Taiwan Semiconductor	+16.3%	+$119.00
GOOGL	🔍 Alphabet	+5.99%	+$42.70
ASML	🛠️ ASML	+10.4%	+$73.30
MU	💾 Micron	+28.8%	+$202.00
META	🧠 Meta	+14.7%	+$79.30
NVDA	🎮 NVIDIA	+28.9%	+$146.00
ADBE	🎨 Adobe	+1.14%	+$5.50
CAT	🚜 Caterpillar	+7.97%	+$37.60
BYDDY	🚗 BYD	–1.58%	–$5.55
AAPL	🍏 Apple	–1.17%	–$3.79
BABA	🧧 Alibaba	–12.2%	–$39.50
TCEHY	🧧 Tencent	+1.03%	+$3.30
TXN	🧮 Texas Instruments	+12.3%	+$38.00
QCOM	📡 Qualcomm	+5.06%	+$15.60
AMZN	📦 Amazon	+9.15%	+$25.40
LLY	💉 Eli Lilly	–4.62%	–$10.50
ORA	📞 Orange	–1.19%	–$2.68
MC	👜 LVMH	–8.65%	–$17.40
OR	💄 L’Oréal	–4.05%	–$7.37
BA	✈️ Boeing	–3.15%	–$5.04
JD	📦 JD.com	–4.35%	–$5.96
BTI	🚬 British American Tobacco	+15.2%	+$18.00
GOOGL	🔍 Alphabet (New Account)	—	+$13.50

💰 Total deposit unchanged — no new capital added since last update.

🇨🇭 CSSMI continues to lag slightly (–1.34%, –$26.10), but I’m still holding for long-term Swiss market exposure.

🔋 Top performers remain strong:

• Micron (MU): +28.8%, +$202.00
• NVIDIA (NVDA): +28.9%, +$146.00
• Meta (META): +14.7%, +$79.30
• ASML and TSM are both up ~10–16%

🧪 Microsoft (MSFT) and GOOGL are slow but steady: +9.6% and +5.9% respectively.

🎯 ADBE, TXN, AMZN, QCOM, and BTI are green but not standout movers.

🧨 Underperformers:

• Alibaba (BABA): –12.2%, –$39.50
• LVMH (MC) and L’Oréal (OR) both down over –4%
• JD.com, BYD, ORA, and LLY also slightly red

📦 New small GOOGL position added to another account: +$13.50 gain already