In today's BizNews share portfolio update, Alec Hogg and Stuart Lowman explain why "second-level thinking" means holding steady on giant positions like Uber and Prosus, rather than reacting emotionally to temporary weakness. The team breaks down the monthly performance of the Ricardo ZAR and USD baskets, highlighting a massive tech-driven surge led by ASML, Alphabet's Gemini expansion, and Elon Musk's aggressive pivot toward personal robots and autonomous robotaxis. .Easy Equites ZAR Basket Easy Equites USD Basket.If you don't have an EasyEquities account, click here. .Get access to live BizNews webinars and share portfolio updates by joining BizNews Premium. Register here..Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. Register here..If you prefer WhatsApp for updates, sign up to the BizNews channel here..Watch here