02/02/2026
Meeting #4
This session, we added Ageas (AGS) to the portfolio to strengthen diversification and long-term stakeholder value. Ageas has also provided a solid strategy for upcoming years.
We partly sold Rocket Lab (RKLB) and The Metals Company (TMC) after strong performance, securing gains amid cooling momentum and rising uncertainty.
Full rationale, performance discussion and portfolio insights are shared within our members’ Whatsapp community.