Hi Erik, super helpful stuff as always. Wondering if the SK etf makes up the AI 4 percent portfolio position… How did you size the Korean position..? Cheers
Thanks for this detail. I’m liking PDD, SE and MELI numbers… they seem to have been left behind when everyone is chasing AI trades. There is no stopping the Amazon of the EMs in my view. Wondering if you have a view..?
Yes, I'm interested in MELI. It scores really well on the Rule Breaker dashboard. It’s been amazing, but like you said, slightly forgotten recently. Other than that I haven’t looked at it in detail.
Hi. No. All the Korea postions are in the Dirty Dividends portfolio. It doesn't make sense. I know. If I take all my public holdings then Sk Hynix + Korea are 3% ish position. I know it’s not much. I buy more when dividends come in, but otherwise I just don’t have any cash.
Bravo Erik!
Is this THE Hans Heytens? Oh wow!!!! Thank you!!!
Thank you .always interesting !
Well done and many thanks for your guidance!
And thank you for your support!
Great stuff! LFG 2026!!
Congrats and HNY Erik. Onward and upward indeed !
Well done mate.
Thank you. But you know how it is. On to the next year :)
Congrats on a mega year Erik 👏
Thank you sir!
Hi Erik, super helpful stuff as always. Wondering if the SK etf makes up the AI 4 percent portfolio position… How did you size the Korean position..? Cheers
The AI slice is Nvidia, Amazon and Meta. I missed out on Alphabet.
Thanks for this detail. I’m liking PDD, SE and MELI numbers… they seem to have been left behind when everyone is chasing AI trades. There is no stopping the Amazon of the EMs in my view. Wondering if you have a view..?
Yes, I'm interested in MELI. It scores really well on the Rule Breaker dashboard. It’s been amazing, but like you said, slightly forgotten recently. Other than that I haven’t looked at it in detail.
Hi. No. All the Korea postions are in the Dirty Dividends portfolio. It doesn't make sense. I know. If I take all my public holdings then Sk Hynix + Korea are 3% ish position. I know it’s not much. I buy more when dividends come in, but otherwise I just don’t have any cash.