• MJ

11.56% in February and 34.24% in 2021 already!


๐Ÿ“ˆ๐Ÿ“ˆ๐Ÿ“ˆ ๐Ÿญ๐Ÿญ.๐Ÿฑ๐Ÿฒ% ๐™ˆ๐™๐˜ฟ, ๐Ÿฏ๐Ÿฐ.๐Ÿฎ๐Ÿฐ% ๐™”๐™๐˜ฟ, ๐™๐™ž๐™จ๐™  ๐Ÿฐ/๐Ÿญ๐Ÿฌ, ๐˜ผ๐™๐™ˆ ๐™–๐™ฉ ๐Ÿฎ.๐Ÿด๐™ˆ๐Ÿ’ฐ๐Ÿ’ฐ๐Ÿ’ฐ





Dear All,


We continue the growth of MJ Copiers Club, currently at 1229 strong and reaching almost 10% of the 30M AUM goal, sitting at 2.82M as of midnight. There is still so much to go, top PIs have over 20 times more Copiers and AUM compared to us, just to put things into perspective.


Today I attended a conference with Refinitiv to use the tools even better. In the evening I have a dry run of YouTube live with my team to prepare us for a conference live. We have already put a deck together and will be adding eToro section to our website. Instagram, Twitter and LinkedIn are becoming more active.


We are very closely watching $NSDQ100 $SPX500 and $DJ30 in order to hedge well. PEs are crossing 40 on average and so this indicates overheated levels. Stimulus being pumped into the system explains this to some extent, just as unprecedented inflow of retail investors on the capital markets only reaffirms that. We will continue our interest in Macro trends in order to take new positions - perhaps in precious metals - perhaps shorting $BTC and / or $TSLA with larger exposure. We wrote about Rivian recently and Tesla has had even more problems, so perhaps SL on previous short was simply too tight. I will open another short shall TSLA go to 1200.


Finally, let me warmly thank all of you for being a Dream Team. The quality of the comments and the level of engagement has been phenomenal. Humbly, I think we may be the most civilised and motivated group of Investors here. Never forget how big a part of the journey YOU are.


To be sure, there is still room for growth. When I look at KIER, HEAT, ATHENEX, ET, AAL or CHINA TOWERS - it is clear to me that we will still grow until May and then EOY. Shall we correct on the markets, that will benefit our VXX and SQQQ positions, thus amortising the blow to the portfolio. After that, we plan to close the hedges and pick up stocks a bit lower. This will also be a moment to DCA and I know many of you have been waiting for this signal to put more. So far, it is not coming, therefore not copying is a bigger risk - as those who are waiting are missing the train entirely. The strategy may be to put 1/3 or better 2/3 now and the remainder shall the drop come.


Stay tuned for more info and keep investing responsibly.


Very best,

MJ


PS. All my investments and portfolio are public. To join eToro please follow the link: https://bit.ly/3i7Yo3C

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