🚨 I Made MercadoLibre My #1 Position and Exited LVMH!
A Transaction update: 6 buys and 1 complete exit. Let's go over the details!
Hi InvestInsights owners,
This time, the transaction update looks a bit different again.
No, new positions today, but still a dedicated alert worth your attention. Why? Because I’ve made several meaningful portfolio moves that I want to walk you through, including a significant increase in my MercadoLibre (MELI) position - now my largest holding - and full sale of my LVMH position.
Additionally, I am revamping the paid user experience in an attempt to bring you closer to my real-time investing process, sharing not just what I’m doing but why, with quicker commentary and greater transparency into my decisions.
As part of the ongoing revamp of the paid user experience, I’m launching the InvestInsights Hub on Sunday, a significant upgrade that will take the paid member experience to a new level.
The Hub will give you real-time (or near real-time) online access to my full portfolio and allocation, available at all times, and will also include my watchlist, all recent transactions, and my complete ratings & price target overview.
No more waiting for the monthly portfolio update or scrolling through clunky transaction notifications in the chat. Instead, you’ll have a central hub where everything is organized, transparent, and kept up to date.
I’ll also introduce a dedicated transaction alert post for each move and a quarterly performance review, replacing the old monthly updates.
Full details, including what exactly will change and how to access the Hub, will be shared on Sunday with paid subscribers!
Stay tuned!
Now, without further ado, here’s a breakdown of the latest transactions:
Let me start with the two biggest moves.
