End of Summer 2023: Recap

End of Summer 2023: Recap

So, we’re finally at the end of Summer 2023, and to be honest, it was kind of a rough Summer up until this week, when the stock market just decided to rally strongly.

The big winner this week is Shopify (SHOP), which suddenly came alive, despite having a not-so-stellar quarter earnings report a couple of weeks ago. But, it looks liike investors got over it.

Meta (META) is doing quite well this year, and I regret not jumping on the bandwagon. Oh well, there is always the next dip.

The portfolio has been down this Summer up until this week as well, and we are getting close to YTD highs again.

Our AI position is not doing well, but NVDA is doing great.

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randomguru

Portfolio Manager & Musician

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