Portfolio update - August 2025
My portfolio didn't really perform well with $DUOL and $HIMS falling, but that's fine by me. I've made a couple of changes though, I decided to sell my $MA at about 40% gain on my position and reallocated the funds to $META and $DUOL, 40% gain was great but I felt like there are better opportunities where I can put that capital to work at this time. $MA was the weakest performer from my portfolio on the timeframe that I'm observing (since June 2022), roughly just matching $SPY.
I will be buying again tomorrow as I really believe in the opportunities within my current holdings, and even when looking at other companies, they don't make much sense to me systematically, fundamentally or valuation-wise.
Also still staying quite quiet on this app, I don't really have too much spare energy to dedicate to posting as I'm working on my relationships, I just changed jobs and am learning so much stuff, this is now my priority because if I can get good at this it will significantly improve my financial situation so I'll be free to invest more money or overall just live a better life than I lived till now. Fingers crossed I can make this work work!
@MdeZegher Hey Max, I know a lot of owners, myself included would appreciate if the Trip Planner allowed us to include 3rd party charging network planning on our routes that in many instances are outside of areas with Superchargers. Is there any progress on this? Thanks.
@MichaelAArouet for my country Slovakia its more about systematic mismanagement and lack of investment under our corrupt left-wing government than about Euro adoption.
@slovakevguy@kozakm ZSE je fajn ale keď človek jazdí veľa. U nás sme to vymysleli tak, že budem mať jednu kartu s tým 3€ programom čisto na AC s peknou cenovkou a potom veľký 159€ program ktorý budeme čerpať dvaja a dostaneme sa s nim na pekné UFC cenovky. Takto nám to dáva najväčší zmysel.
@slovakevguy@EVchargingCZ veru, a ešte pri tej cenovke 0,54€ resp. 0,59€/kWh… ale tak lepšie keď je než nie je, postupne zahusťovaním EV si určite nájde zákazníkov… len škoda tých nezaujímavých cenoviek, na druhú stranu páči sa mi ako OMV šlape do tej siete 400iek
parádne čísla… ten hub na Lehôtke mám kúsok ale ešte som na ňom nabíjať nebol ale mal by som čoskoro :) od GreenWayu som využil pred pár dňami nabitie v Rožňave na 400ke a na prvú skúsenosť s nimi to prebehlo veľmi fajn. u mňa celoročná spotrebka okolo 20-21kWh/100km a spravil som niečo málo cez 23 tisíc km.