PayPal is held with a significant weighting despite a 26% unrealized loss, and the creator is buying more shares as they believe it is undervalued.
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4 Stocks I’m Buying in May 2026 (My Real-Money Portfolio)
The German Value InvestorMay 24, 2026
The creator discusses their real-money portfolio, including updates on existing holdings and new purchases for May 2026. They review the performance of their main portfolio, community portfolio, and various indices, noting recent gains and losses. Specific stock updates include Worldline and C. Limited, with discussions on their financial performance, strategic changes, and future outlook.
Linked Mentions
Tickers discussed in this post
Novo Nordisk is held with a significant weighting despite a 14% unrealized loss, as the creator believes the stock is still undervalued.
Occidental Petroleum is a top holding, currently up 30%, benefiting from rising oil prices and strategic debt reduction through the sale of its chemical division.
ADCOR is held steady despite a significant one-time legal settlement cost, as the company remains solidly financed with a good cash position and long-term profit potential.
The creator is buying more JD.com due to its strong net cash position, significant shareholder distributions, and undervalued status, despite recent profit slumps.
The creator is buying another share of Adobe at €212, bringing their total to four, despite being down 25% overall, due to the stock's significant price drop and belief in future growth from AI and cloud investments.
Alibaba is held with a 3% weighting, currently up 36%, with the creator choosing not to add more due to high investment costs in AI and cloud despite strong cloud segment growth.