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@ryu_tay
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ASX investing whinging diary | High Growth compounder 🚀 | No financial background or expert 🤷🏻♂️ | Don’t judge as I know nothing 🤘
Joined September 2020
What a month! It was a horrible start to 2025, with first two weeks of tech rout 💥! Many last years winners saw a dramatic u-turn in first 2 weeks of January while index kept pushing higher with money rotating 🔄to last year underperformers 🐶. At one point I think I underperformed the index by -6% 🤕 Fortunately, it all recovered in the last 2 weeks of Jan with many quality names breaking to new ATH 🚀🪐 Portfolio closed up Jan🆙+3.3% (still underperformed the index which had been on a tear though I am really grateful enough!) Seriously when big banks + gold are on a run, not many active could beat the index. TLX has replaced PME as my 2nd largest holding - not far from TNE. I won't be surprised to see it becoming my #1 holding in coming months - high hopes🤞 Top Gainers👑: TLX, PME, OCC, XRO, CAR Top Loosers💩: IMB, AIM, RUL, CU6 New re-entry🖐️: SIG, LOV New entry🤘: SOM, MFF Sold✂️: IPG, SXE I felt like I am getting used to the elevated volatility these days. With ASX sectors broadly in big green January, i see a greater chance of sell off at some point in Feb/ March. Bring it on, i am prepared 🫰🤞🤘
Alrighty, finally found some time to check out my ytd performance, not too impressive 🫣, got a ~27% gain… Oh well 🤷🏻♂️ (Would have been much better if the Grinch not messed up the Santa rally) YTD top 10 winners 🏆: 1. TNE 2. PME 3. TLX 4. DRO 5. AIM 6. RUL 7. CU6 8. RMD 9. GQG * Mostly dividends now 10. EOL Top 5 bombs 💣: 1. AD8 * Could have been a big win if I sold at the high 😭😭 2. MIN * Resources rout 🤷🏻♂️ 3. PWH * Could have been avoided if not panic sold at the low 🤕 4. PRO 5. IMB * Both scaled up too early 🤕🤕 Anyway, had not been an easy year, it feels like the game is only getting harder and harder. Portfolio has been reduced down to less than 30 stocks - more concentrated. Strategy continues to be cutting down losers, scaling up on winners, focusing quality companies, always take some profits on story or non profitable or emerging stocks as you never know when the ship turns as it can be so fast - and this is the hardest. Bring on 2025 🫣🎊🧧🎍🙏 #HappyNewYear2025
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$TLX
Telix today announces that its prostate cancer imaging agent Illuccix® (kit for the preparation of gallium-68 gozetotide injection) has been approved in Denmark. Illuccix’s broad indication in Denmark will ensure extensive coverage for men at critical points in their prostate cancer journey. Prostate cancer is the most common cancer among Danish men with over 5,000 new diagnoses each year and relatively poor survival compared to other Nordic countries. Read more on our website here:
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@michaelfrazis The annoying part is their upgrades not necessary move SP but their downgrades most certainly do 🤷🏻♂️
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@RonShamgar @raizaustralia It has been a stellar turnaround… after all the mess and ex founder leaving. Great work from Brendan 👍👏
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Last straw crushing lithium brothers hope 🤷🏻♂️ 🫂
Feb 11, 2025 #Lithium Carbonate 99.5% Min China Spot Price: $10,463.74 1 day: $-71.13 (-0.68%) 📉 YTD: +2.01% #Spodumene Concentrate (6%, CIF China) Price: $839.00 1 day: $-2.00 (-0.24%) 📉 YTD: +2.82% Sponsored by @OrestocksNews
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RT @TradingThomas3: $SPX After five straight weeks of net selling, hedge funds are loading up again at the fastest pace since November, res…
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$REA Price Target Raised 15% to A$248.00/Share by Morgans $REA Price Target Raised 9.7% to A$294.00/Share by UBS $REA Price Target Raised 8.9% to A$281.00/Share by Bell Potter
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@stocks_u_t_hood Most likely run into result then big red candle on Thursday, same old playbook 🤷🏻♂️
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$292 today… oh dear, this is likely going to get dumped on Thursday result 😅😅😅
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