Type-F Capital Equity Research

Type-F Capital Equity Research

My personal portfolio, 28 June 2025

New position and rebalancing, June review (+18%)

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Emir M
Jun 28, 2025
∙ Paid
In this section, I will actively be sharing my current portfolio and my thoughts surrounding each position, including the valuations. I will also discuss my purchase and sale strategies, as well as my personal investment philosophy. This is not meant as a benchmark against the market, but rather to share my own personal thoughts and views on how I construct my personal portfolio.

Any changes to the portfolio will be published shortly after they are executed, creating a near real-time tracking of my personal investments.
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