OPENED

Opening NET, KO, IBM, CIBR.L, AAPL, 22UA.DE

> What it did to the book

Holding Weight before Weight after
NET · Cloudflare, Inc. — 8.5%
KO · The Coca-Cola Company — 9.5%
IBM · International Business Machines — 7.0%
CIBR.L · First Trust Cybersecurity UCITS ETF — 10.5%
AAPL · Apple Inc. — 55.0%
22UA.DE · BioNTech — 9.5%

Transfered my brokerage.

> How this has aged

Total return from Aug 21, 2024 to Nov 10, 2026. Computed from prices after the fact, not self-reported.

Holding Since FTSE All-World
Cloudflare, Inc. +268.0% +31.6%
The Coca-Cola Company +38.1% +31.6%
International Business Machines +22.9% +31.6%
First Trust Cybersecurity UCITS ETF +58.5% +31.6%
Apple Inc. +52.6% +31.6%
BioNTech −2.9% +31.6%
Book since
+57.4%
FTSE All-World since
+31.6%

> Comments