My best investments have been

My best investments have been buying and holding high-quality companies with durable competitive advantages. My top performers have been Rolls-Royce, Palantir, Alphabet (Google), and Microsoft. Rather than chasing short-term trends, I focused on businesses benefiting from long-term themes such as AI, cloud computing, aerospace recovery, and defence. That long-term approach has produced my strongest returns.

Stock contributed the most:

Rolls-Royce – One of my biggest winners. The turnaround story, improving cash flow, and stronger civil aerospace and defence businesses have delivered exceptional returns. The market continues to watch profitability, cash generation and 2026 guidance closely.

Palantir – A major AI and software winner. Strong government and commercial demand has made it one of the best-performing AI stocks.

Alphabet (Google) – My favourite among the Magnificent Seven because of its AI leadership, Google Cloud growth, and attractive valuation relative to many large-cap tech peers. Investors remain focused on Cloud growth and AI monetisation.

Microsoft – A long-term compounder driven by Azure, Copilot, and enterprise AI adoption.

Looking at 2026 earnings potential

Ranking based on earnings strength and business quality for 2026:

Alphabet (Google) ⭐⭐⭐⭐⭐

Microsoft ⭐⭐⭐⭐⭐

Rolls-Royce ⭐⭐⭐⭐☆

Palantir ⭐⭐⭐⭐☆

Alphabet and Microsoft continue to benefit from AI infrastructure and cloud demand, while Rolls-Royce's transformation has significantly improved profitability and cash generation. Palantir still has excellent growth prospects, though expectations are already high.

Overall, my portfolio is concentrated in companies exposed to some of the strongest structural trends:

Cloud computing

Defence

Aerospace

Enterprise software

Looking forward for greater earnings and new stock in portfolio. Above sharing just my view, not an financial advice, and pls do your own DD before investment.

Thank you@TigerEvents for this thought-provoking in mid-year 2026 event.

Sorry for the spam[Grin] [Happy] the usual space 1000words not enough to share my thoughts and insights. Found more space to end the thoughts.

@koolgal @Emotional Investor @Terra_Incognita @vodkalime @bigfatdog123dog @DCamel @GoodLife99

May your portfolio grow bigger and greater harvesting too. [Call] [Call] [Call] [Call] [Call] [USD] [USD] [USD] [USD] [USD]

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

To The Moon

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