The creator is initiating a small position in Sea Limited, buying four shares after the stock slumped over 50%, and refers to a recent separate video for a closer look at the company.
Source Post
5 Stocks I’m Buying in April 2026 (My Real-Money Portfolio)
The creator is investing 1,000 euros in April 2026 into his community portfolio, focusing on five stocks. He provides updates on his existing portfolio, including CTS Eventim, Amadeus Fire, Alibaba, Adobe, Novo Nordisk, Caspi, Occidental Petroleum, PayPal, and Sea Limited. He details his investment thesis, recent performance, financial health, and future outlook for each company, often highlighting insider buying and strategic decisions.
Linked Mentions
Tickers discussed in this post
The creator is buying more PayPal, his largest position despite a 26% unrealized loss, and will provide an update when the next quarterly figures are released.
The creator is holding Occidental Petroleum, his second largest position with a 30% gain, benefiting from high oil prices, and plans to provide an update when the next quarterly figures are released.
The creator is buying more Novo Nordisk, despite being down 30%, due to positive news on Wegovy approvals and new insulin therapies, and its strong global market position, viewing the current low valuation and high dividend yield as attractive.
The creator is holding Adobe, despite a 30% unrealized loss and CEO resignation, due to its strong operational performance, healthy cash position, and the potential for AI to enhance its software offerings, making current low valuations attractive for share buybacks.
The creator is holding Alibaba, having sold a partial position, and notes strong growth in its cloud sector despite overall revenue and profit declines due to divestments and heavy investment in cloud, similar to Amazon's strategy.
The creator is doubling his position in CTS Eventim, a European ticket retailer, due to its strong market position, positive net cash, and significant insider buying, despite recent profit dips attributed to financial expenses.
Linked Signals