Weekly Review: and a 5 year target

Quantum Investment Update

The portfolio fell sharply on Friday as geopolitical concerns intensified following the renewed outbreak of hostilities in the Middle East. We ended the week down 2.1%, whereas the S&P 500 fell 0.5%.

Geopolitical events, even wars, are generally not as bad for business as most people believe. Drawdown is usually less than expected, and markets tend to recover quickly. The only real exception to this was World War II.

We opened three trades during the week, and they were the worst performers in the portfolio, with an average decline of 12%. We have one Israeli stock that also dropped by a double-digit amount. I will closely monitor these stocks, preferring to take a smaller loss by exiting early if it appears to be the right decision.

Oil prices rose as a result of the fighting, causing our two oil stocks to move higher by 6%, representing our largest gains of the week.

I published a company take on Knightscope, a robot security company, on Friday, and look forward to investing in them at some time in the future.

I also enabled the subscriber chat function, which I hope will add value to the service.

I am still hoping to make three more trades this month. One, in Humanoid Robots, is very close to being actioned. I continue to work on target companies in the Drones and Nuclear sectors. Of course, the research is not complete, and these ideas may not become trades.

Year-to-date, the portfolio is up 32%, and up 321% since its inception on August 1, 2023. The chart below compares the portfolio performance with the performance required to turn my investment of $250 per month into $100,000 in 5 years.

I am a short-term investor but a long-term planner. This week, I signed the contract with AlphaSense to gain full access to their platform, managing to do so six months ahead of schedule. It was a key goal of starting the newsletter, and I am very grateful to all subscribers, as I would not have been able to afford it without you.

*Disclaimer

I am not a qualified or authorized financial advisor, and I do not provide investment advice. This newsletter documents my personal trading activities. I trade in small-cap emerging stocks, which are inherently high-risk investments. Although I have achieved positive results in the past, past performance is not indicative of future returns. All investment decisions should be made independently, based on your own research and risk tolerance. You are solely responsible for any investment outcomes.

The rest of the newsletter provides an update on the portfolio and a discussion of my plans regarding our Nuclear holding and our favoured Quantum Computing company.