Happy new Year!

Hi guys!

I have been absent these last weeks of the year due to a project that I am carrying out and that has kept me busy the last weekends.

First of all I want to wish you a peaceful year full of serenity and satisfaction.

However, the year ended in the worst possible way, we close at -10% compared to the + 23.20% of the Nasdaq. Incredible performance despite the annual performance of numerous companies (and we have them all!). We are further impressed with our exposure to the Chinese market. We have a total of 28.80% in Chinese stocks, 9.77% in crypto, 41.67% in the US and 4.61% is an Israeli company (NNDM).

As a portfolio concentrated primarily in high-growth Growh stocks, we have seen a strong correction this year following last year's strong rally. Better times will come obviously, hoping that this new year will be profitable.

This is the Portfolio:

I made several graphs that best summarize the situation at this end of the year.

So let's see the annual return of all the companies / ETFs we have in our portfolio and I accompany it with our P / L%:

And this is our P/L %

Incredible to see that apart from the ETFs that reproduce the US indices (Nasdaq, Dowjones, and SP500) NONE, and I mean NONE !!! our action ended the year positively ... Incredible the fury against our companies. So, in retrospect, a loss of "only" 10% is encouraging!

There is no point in seeking justifications or sweetening the pill. Year to "forget" for the performance, but that teaches me more than I would have liked. However, let's roll up our sleeves and expect a year full of new satisfactions!

Let's move on to the profits made:

• Investments: 131

• Profit: 96.95%

• P / L%: 18.13%

So let's now move on to our annual goals on etoro.

Given the -10% of this year, expecting a return of 15% annually, I would like to aim for a 40% profit for this new year to make up for the past year. It is a very big goal, but if the market allows it, it can be achieved. Let us remember that many of our companies have over-corrected and are now very undervalued, so much so that 3 of them have more cash than their capitalization (DOYU, COCP, NNDM). SPCE, on the other hand, is capitalized 3 times its cash (obviously it is not given by operating activities), and for such an action we can consider it extremely undervalued.

I don't really like being over-exposed, however I would risk at least 100% of DOYU, NIU, and SPCE this year. These are the 3 companies I focus on most this year (NIU could do much more, but being Chinese it is heavily sold for the moment).

Besides Etoro I have other projects:

• Open a youtube channel (in Italian or Spanish, unfortunately my spoken English is pitiful) to discuss the stock market and personal finance. We'll see if I can have time and carry out this project

• Take back the currently abandoned site

• Finish 2 houses under construction (one mine, and the other a bnb)

• Start the currently locked joinery taller.

• Start the “Capechik” foundation to take care of the dogs on the street here in Oaxaca / Mexico.

• Provide to increase current revenue with various optimizations.

Besides these, who knows if the new year will bring me new ideas. I hope maybe I can discuss it on the youtube channel one day.

That's all for now, I wish you a good Sunday and we hope that tomorrow the market starts with a bang!