TacticzHazel (@tacticzhazel): "A strong month for the portfolio! Back in the green with an 8% YTD. Some big gainers were: NBIS (50%), Google (30%) and Amazon (28%), but the overall strength was there. Very pleased with the result as I also have decent exposure to SaaS and EM, which has not done great. Si…"

A strong month for the portfolio! Back in the green with an 8% YTD.

Some big gainers were: NBIS (50%), Google (30%) and Amazon (28%), but the overall strength was there.

Very pleased with the result as I also have decent exposure to SaaS and EM, which has not done great.

Since inception the portfolio has done a 27% CAGR and a 121% overall gain.

Portfolio Update (April 2026) - 27% CAGR since inception

May 4

11:48 AM