韭菜巴菲特

$Unitedhealth(UNH.US)Started building my position in $Unitedhealth(UNH.US) when market sentiment was extremely negative and uncertainty was everywhere. Instead of reacting to the noise, I focused on the company’s fundamentals and long-term value.

Today, my position is up 17.30%, a reminder that some of the best opportunities often appear when fear is at its highest. Investing isn’t about timing every move perfectly—it’s about having conviction, managing risk, and staying disciplined when others are emotional.

Still holding and letting the thesis play out. One trade doesn’t define the journey, but consistency and patience can make a huge difference over time.

$Netflix(NFLX.US)Not every position is green all the time, and that’s perfectly fine. 📉

Currently down 4.10% on my Netflix position, but my investment thesis remains unchanged. Short-term price movements are often driven by market sentiment, while long-term returns come from the company’s ability to execute and grow.

Netflix continues to be a dominant player in global streaming, with strong content production, expanding advertising revenue, and a growing subscriber base. Moments like these remind me that investing is about patience, conviction, and focusing on the bigger picture rather than daily fluctuations.

Red days are part of the journey. Staying disciplined and letting quality businesses compound over time. 🚀📺

$Unitedhealth(UNH.US)Patience is finally paying off with my $Unitedhealth(UNH.US) position. After all the volatility and negative sentiment surrounding the stock, I stayed focused on the long-term fundamentals instead of reacting to short-term noise.

Currently sitting at +15.38% unrealized gain, with a market value of $402.66 against an average cost of $346.67. The recent recovery has been encouraging, but my investment thesis remains the same — quality companies often go through difficult periods before the market recognizes their value again.

This is a good reminder that investing isn’t about timing every move perfectly. Sometimes it’s simply about having the conviction to hold through uncertainty.

$Beyond Meat(BYND.US)Not every position starts in the green, and $Beyond Meat(BYND.US) is a good reminder of that. Currently sitting at a small unrealized loss, but my thesis remains unchanged. Investing is not about chasing short-term price movements; it’s about evaluating whether the long-term risk-reward still makes sense.

Sometimes the market tests patience before rewarding conviction. For now, I’m staying disciplined, managing my position size, and keeping a close eye on the company’s execution and fundamentals. Every investment journey comes with ups and downs — the key is learning, adapting, and staying focused on the bigger picture.

$Circle(CRCL.US)Started building my position in $Circle(CRCL.US) when the market sentiment was still uncertain, focusing on the long-term growth story rather than short-term price movements. Today, the position is sitting at +27.80%, and it’s a reminder that conviction and discipline often matter more than timing every move perfectly.

The digital payments and stablecoin ecosystem continues to evolve rapidly, and I believe we’re still in the early stages of broader adoption. While volatility is part of the journey, staying focused on fundamentals has helped me stay confident through the ups and downs.

Taking profits isn’t my priority right now—I’m continuing to monitor the business execution and long-term opportunities ahead.

$Netflix(NFLX.US)Just started investing in Netflix. Short-term price movements don’t change my long-term conviction. Currently down 3.27% on Netflix, but this is part of investing. Market volatility creates noise, while business fundamentals create value.

Netflix continues to be one of the strongest global streaming platforms, with growing advertising revenue, expanding content offerings, and a massive worldwide subscriber base. As long as the investment thesis remains intact, temporary drawdowns are simply part of the journey.

Patience is often the most underrated edge in the market. Staying focused on the bigger picture and letting quality companies compound over time.

$Circle(CRCL.US)CRCL continues to be one of my strongest performers so far. Currently sitting at +43.64% unrealized gain, with an average cost of $71.26 and market price around $102.39.

Circle is becoming an increasingly important player in the digital finance ecosystem, especially with the growing adoption of stablecoins and blockchain-based payments. While volatility is expected after such a strong run, I’m staying focused on the long-term thesis rather than short-term price movements.

Investing isn’t about catching every move perfectly—it’s about identifying quality businesses early and having the patience to let the story play out. For now, I’m happy to continue holding and monitoring execution from management.

$Beyond Meat(BYND.US)Initiated a small position in Beyond Meat ($Beyond Meat(BYND.US)) at around $0.78 per share. The stock has been heavily beaten down over the past few years, but that’s exactly what makes it an interesting watchlist candidate for me.

This is a high-risk, speculative play. The company still faces challenges with profitability, consumer demand, and competition, but at current valuations, I believe the risk-reward profile is worth monitoring closely.

Not expecting overnight success here. The plan is simple: stay patient, manage position sizing, and see whether management can execute a turnaround story over the coming quarters.

$Lion-phillip S-Reit(CLR.SG)Slowly building my income portfolio one position at a time. 📈

Currently holding Lion-Phillip S-REIT ETF with a small gain of +0.73%. While the price movement isn’t exciting, this position is more about long-term exposure to Singapore REITs and collecting distributions rather than chasing short-term gains.

The market can be volatile, but quality assets and patience often go hand in hand. I’m continuing to accumulate strong dividend-paying investments and focusing on consistency over speculation.

Small green days may not look impressive, but they are a reminder that wealth is built gradually, not overnight. 💪

$Unitedhealth(UNH.US)

Started building this position when market sentiment was extremely negative and many investors were avoiding the stock. Instead of chasing momentum, I focused on the long-term fundamentals and gradually accumulated shares.

Today, my position is sitting at +9.61%, with an average cost of $346.67 and market price around $380.31. While it’s not a massive gain yet, it’s a reminder that opportunities often appear when uncertainty is highest.

Healthcare remains a sector with strong long-term demand, and I’m comfortable holding through short-term volatility as the business works through its challenges.

Investing isn’t about timing every move perfectly—it’s about identifying quality companies, managing risk, and giving your thesis time to play out.

What’s your outlook on $Unitedhealth(UNH.US) from here? 🤔

$Trump Media & Tech(DJT.US)$Trump Media & Tech(DJT.US) remains one of my highest conviction speculative positions despite currently sitting at a -27.13% unrealized loss. The market price is well below my average cost, but this is exactly where patience gets tested.

Trump Media continues to be a highly volatile stock driven by political developments, platform growth, and investor sentiment rather than traditional valuation metrics. While short-term price action has been disappointing, I’m maintaining my position and focusing on the long-term potential rather than daily fluctuations.

Investing isn’t always about showing green portfolios. Sometimes the best lessons come from managing red positions, staying disciplined, and sticking to your thesis when the market moves against you.

For now, I’m holding and monitoring future developments closely. Time will tell whether this conviction pays off.

$NVIDIA(NVDA.US)Been holding $NVIDIA(NVDA.US) with conviction through the volatility and it’s rewarding to see the position sitting at +83.57% now. AI demand continues to stay strong, data center growth remains insane, and NVIDIA is still leading the AI race with no real slowdown in sight for now.

A lot of people try to time every move, but sometimes the best strategy is simply holding quality companies and letting the story play out over time. Still staying disciplined and managing risk properly, but definitely happy with how this investment has performed so far.

$Oracle(ORCL.US)Oracle slowly grinding higher and finally showing some patience paying off. Sitting at +5.75% now and still holding through the volatility because I believe the long term AI and cloud story for $Oracle(ORCL.US) is far from over. A lot of people only focus on the hype names, but Oracle has been quietly building strong enterprise demand and partnerships behind the scenes.

Not every position needs to move 20% overnight. Sometimes consistent execution and staying invested matters more. Staying patient, managing risk, and letting quality companies compound over time.

$NVIDIA(NVDA.US)Started this position at an average cost of 187.5 and now sitting at 215.33 market value. The AI trend continues to be one of the strongest themes in the market, and NVIDIA is still leading the race with its dominance in GPUs, data centers, and AI infrastructure.

Not every day is green, but patience is finally paying off. Staying focused on long term conviction instead of short term noise has been one of the biggest lessons from this journey. Still bullish on the future of AI and excited to see where NVDA heads next.

$Unitedhealth(UNH.US)UNH finally showing some life again after all the volatility lately. Sitting at +11.53% now with my average still at 346.667, and honestly this position tested my patience more than once. Healthcare sentiment has been rough, but I still believe strong companies eventually recover when fear cools down.

Not chasing hype here, just sticking with conviction and risk management. The recent rebound feels good, but still staying cautious because market conditions can change fast. For now, happy to see this holding back in green and slowly rewarding the patience. Long-term mindset always matters more than short-term noise

$Circle(CRCL.US)Still holding my $Circle(CRCL.US) position strong and the journey has been wild so far. Sitting at +64.64% unrealized gains right now, but more importantly, this reminds me why patience and conviction matter in investing. There were plenty of volatile days and moments where sentiment shifted fast, yet I stayed focused on the bigger picture instead of short term noise.

I’m still closely watching the stablecoin and digital payments narrative as the sector continues evolving. Risk management still comes first, but seeing a position grow like this definitely boosts confidence in sticking to a long-term strategy instead of constantly chasing hype.

$Trump Media & Tech(DJT.US)Another rough day for my $Trump Media & Tech(DJT.US) position, currently sitting at -37.2%. Not gonna lie, this one has tested my patience more than expected. Still, this is part of the reality of investing — not every trade moves the way we want immediately.

I’m treating this as a learning experience about risk management, position sizing, and emotional discipline during volatile periods. The market can stay irrational longer than we expect, especially for highly sentiment-driven stocks like Trump Media & Tech.

For now, I’m holding and watching closely while focusing on the bigger picture of my portfolio instead of one single position. Sometimes surviving the volatility is already part of the game.

$Unitedhealth(UNH.US)still holding a position in UNH when fear was everywhere, and finally seeing the patience pay off. Currently sitting at +11.53% unrealized gains with a solid average cost around 346. Healthcare sentiment has been rough lately, but I still believe quality companies with strong cash flow and long-term fundamentals eventually recover.

Not treating this as a quick trade — more of a conviction hold while the market keeps overreacting to short-term headlines. Staying disciplined, managing risk, and letting time do the work. Curious to see how UNH performs over the next few quarters from here.

$Trump Media & Tech(DJT.US)Tough holding to look at right now with DJT sitting at a -31.78% unrealized loss, but this is part of the reality of high volatility and sentiment-driven stocks. The market has been reacting heavily to political narratives, media momentum, and broader risk-off sentiment, which makes price swings extremely aggressive in both directions.

Still holding and watching closely instead of panic selling. Sometimes the hardest part in investing isn’t buying — it’s managing emotions during drawdowns. Risk management always matters, but conviction and patience are tested the most when portfolios turn red.

Not every trade will be an instant winner, but every position teaches something about timing, psychology, and strategy. For now, staying disciplined, monitoring developments, and letting the market play out.

$Unitedhealth(UNH.US)Still holding my $Unitedhealth(UNH.US) today and still holding through the volatility. Up +15.38% currently, but more importantly I’m focused on the long-term recovery potential rather than short-term price movements. Healthcare remains one of the sectors I continue to watch closely, especially when sentiment turns weak and fear starts dominating discussions.

Not every position needs to move fast immediately. Sometimes patience, conviction, and proper risk management matter more than timing the perfect bottom. For now, staying disciplined with my strategy and letting the thesis play out over time. Will continue monitoring

$NVIDIA(NVDA.US)My $NVIDIA(NVDA.US) position through volatility and still holding strong. Currently sitting at +20.23% unrealized gains, and this journey really reminded me that conviction matters more than short-term noise. NVIDIA continues to stay at the center of the AI revolution, from data centers to enterprise adoption, and the long-term growth story still looks compelling to me.

There will always be pullbacks and market fear along the way, but patience and risk management are just as important as finding the right company. Staying invested in quality has been rewarding so far, and I’m excited to see how the next few years play out for AI and semiconductors.

$NVIDIA(NVDA.US) $NVIDIA(NVDA.US) position when sentiment was far less optimistic, held through the volatility, and still staying convicted on the long-term AI trend.

Now sitting at +17.61% unrealized gains with the position continuing to recover strongly. NVIDIA remains one of the strongest names benefiting from AI infrastructure demand, data center expansion, and enterprise adoption globally.

Not chasing hype — just staying patient with quality companies and letting time do the work.

$Circle(CRCL.US) continues to be one of my strongest conviction holdings so far. Sitting at +83.05% unrealized gains with my average cost around 71 while the market price is now above 130.

The recent momentum around stablecoins, digital payments and crypto infrastructure is starting to bring more attention back to Circle. I still think the long-term story is bigger than short-term price swings — especially if adoption of USDC and regulated digital finance keeps expanding globally.

Not going to lie, the volatility along the way was crazy, but patience finally paying off here. Holding through the noise while keeping conviction in the thesis.

Sometimes the best positions are the ones you give time to compound.

$Lion-phillip S-Reit(CLR.SG)Holding my position in Lion-Phillip S-REIT while the market continues to stay volatile. REITs may not be the most exciting play every day, but steady exposure, yield potential, and patience still matter in this environment.

Current P/L sitting slightly positive not huge, but consistency over hype. Watching how rate expectations and Singapore REIT sentiment develop from here. 🏢💰

$Oracle(ORCL.US)Despite the volatility over the past months, Oracle continues proving why it deserves more attention in the AI and cloud infrastructure race. Their aggressive expansion in cloud services, enterprise AI demand, and partnerships with major players are slowly reflecting in market confidence again.

Not the most hyped tech stock out there, but sometimes the quieter compounders perform the best over time. Staying patient with this one and watching how the next few quarters unfold. 👀☁️