Hello everyone!
2025 has come to an end and our portfolio returns have been stellar, we managed to get a 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗳 𝟰𝟳.𝟭𝟭%, beating our benchmark by 24.68%, and marking the 𝟰𝘁𝗵 𝘆𝗲𝗮𝗿 𝗶𝗻 𝗮 𝗿𝗼𝘄 we managed to do so.
𝟮𝟬𝟮𝟱 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗖𝗼𝗺𝗽𝗮𝗿𝗶𝘀𝗼𝗻:
◾ Our Portfolio:... عرض المزيد ترجم
Hello everyone!
Big news for $NVO (Novo-Nordisk A/S SPONS ADR) today.
𝗝𝘂𝘀𝘁 𝗮 𝗳𝗲𝘄 𝗺𝗶𝗻𝘂𝘁𝗲𝘀 𝗮𝗴𝗼 𝘁𝗵𝗲 𝗙𝗗𝗔 𝗮𝗽𝗽𝗿𝗼𝘃𝗲𝗱 𝘁𝗵𝗲 𝗼𝗿𝗮𝗹 𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗼𝗳 𝗪𝗲𝗴𝗼𝘃𝘆, providing a needle free alternative that significantly expands the addressable market for $NVO. This is the... عرض المزيد ترجم
Hello everyone!
Earlier this week, $NVO (Novo-Nordisk A/S SPONS ADR) announced that semaglutide failed in treating Alzheimer's.
This had always been a far fetched possibility, it was even described as a "lottery ticket" by the CEO, so it was never part of my investment thesis, nevertheless... عرض المزيد ترجم
Hello everyone!
Earlier this month we had the quarterly earnings of most of the companies in our portfolio, and while it's not fresh news at this point I'll still go over them.
So let's start with the biggest position in our portfolio: $GOOGL (Alphabet Inc Class A)
𝗥𝗲𝘃𝗲𝗻𝘂𝗲: $𝟭𝟬𝟮.𝟯𝟱... عرض المزيد ترجم
Hello everyone!
Let's take a look at $NVO (Novo-Nordisk A/S SPONS ADR) the latest addition to our portfolio.
$NVO is a pharma company that has been mainly in the diabetes market. In 2017 they launched Ozempic, an injectable solution of semaglutide used to treat diabetes. Then they realized that... عرض المزيد ترجم
Hello everyone!
This last few weeks I've been doing some adjustments to our portfolio. Last month I closed what remained for our $BATS.L (British American Tobacco) position for a return of around 75% + dividends.
$BATS.L was once the largest position in our portfolio, but, after the recent rally... عرض المزيد ترجم
Hello everyone!
So today was a challenging day day for our portfolio, being the largest 1 day drop we've had since I joined eToro. While it might look bad it's important to look at with with some perspective, this move brings us back to the levels we were in early July, so the overall impact... عرض المزيد ترجم
Last Thursday $BATS.L (British American Tobacco) reported earnings, let's take a quick look.
𝗥𝗲𝘃𝗲𝗻𝘂𝗲: £𝟭𝟮.𝟬𝟳 𝗕𝗻 𝘃𝘀 £𝟭𝟮 𝗕𝗻 𝗘𝗦𝗧 (𝗱𝗼𝘄𝗻 𝟮.𝟮% 𝗬𝗼𝗬) ✅
𝗘𝗣𝗦: £𝟭.𝟲𝟮 𝘃𝘀 £𝟭.𝟱𝟰 𝗘𝗦𝗧 (𝗱𝗼𝘄𝗻 𝟬.𝟭% 𝗬𝗼𝗬) ✅
When it comes to guidance for the full year it was improved:... عرض المزيد ترجم
Hello everyone!
We just had $GOOGL (Alphabet Inc Class A) earnings, so here is a quick summary:
Revenue: $96.4B vs EST $93.9B (up 14% YoY) ✅
EPS: $2.31 vs EST $2.16 (up 22% YoY) ✅
We all know that the narrative is that AI is killing search, so lets take a look at that segment 🔍.
𝗦𝗲𝗮𝗿𝗰𝗵 𝗴𝗿𝗲𝘄... عرض المزيد ترجم
So $GOOGL (Alphabet Inc Class A) has not had a great year when it comes to price action, but that's great for us. The stock started the year at ~ $190 and saw lows of about $140, this helped us secure a big position at an average of around $160, and with the stock now trading at $178 it has become... عرض المزيد ترجم
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Thu Jan 22 2026 14:58:47 GMT+0000 (Coordinated Universal Time)