Francis Obeng
Francis Obeng @francisjrobeng

Výkonnost
Vše

19.93%2025
2025
35.88%2024
2024
41.81%2023
2023
-41.12%2022
2022
13.05%2021
2021
118.92%2020
2020
-7.41%2019
2019
118.9%0%-118.9%
Francis Obeng
📈 November 2025 Report – Staying Disciplined Through Noise November Performance: -3.6% Year to Date (YTD) Growth: +19.28% Annualized Return: +20.15% Track Record: 6.2 Years Risk Score: a stable 4 November ended at around ‑3.6% for my portfolio, after a strong run earlier in the year. YTD performance... Zobrazit více Přeložit
Francis Obeng
Why I think stock are not expensive at all! For long‑term investors, the real question isn’t “are stocks expensive?” but “what are we paying for the earnings power we expect over the next decade?”. A higher P/E can be justified if profitability and growth are structurally stronger. It becomes a problem... Zobrazit více Přeložit
Francis Obeng
When Labour Is Scarce, Technology Becomes Essential – Not Optional (Part 2) This new chart is basically the “Part 2” of the yesterday post story I shared, where we saw a world running short of workers, now we see how companies react when that happens. By pouring money into technology!! In the previous... Zobrazit více Přeložit
Francis Obeng
Investing in a World of Labour Shortages, AI, and Very Different Demographics As both an investor and a worker, I Am caught between two powerful forces. On one side, many high‑income countries are running out of workers; on the other, $AI (C3.ai Inc.) and robots are getting better at replacing routine... Zobrazit více Přeložit
Francis Obeng
I used to look at “the space race” as if it were a distant sci‑fi dream! In reality, space is quietly becoming an industrial hub for Earth. Companies like #XEnergy $AMZN (Amazon.com Inc) #BlueOrigin, $TSLA (Tesla Motors, Inc.) #SpaceX $OKLO (Oklo Inc) #openAI and so on are already planning commercial... Zobrazit více Přeložit
Francis Obeng
How Higher Profit Margins Can Support Long‑Term Returns for Us as Investors As investors, I, and I think most of all investors, we care about one thing above all: the ability of the companies and assets we invest in to consistently turn "revenues" into profits. When operating margins trend... Zobrazit více Přeložit
Francis Obeng
Generative AI is Unlocking Up to $4.4 Trillion in Annual Economic Value According to McKinsey, generative $AI (C3.ai Inc.) and related technologies could automate 60–70% of work activities by 2045, representing a seismic shift in global productivity. The estimated annual economic impact? $2.6–$4.4... Zobrazit více Přeložit
Francis Obeng
My Diversified Portfolio Built for Growth & Resilience This week's allocation spotlights a balanced strategy, blending global tech leaders, high-growth Chinese stocks, and a measured allocation to Bitcoin for asymmetric upside. Here’s why it matters: Tech Powerhouses: $GOOG (Alphabet) Microsoft... Zobrazit více Přeložit
Francis Obeng
Quick market update. My portfolio is trending high today, largely driven by a strong performance in several key holdings, particularly within the technology and communication services sectors, alongside positive market sentiment. The overall U.S. stock market has shown an upward trend, fueled by increasing confidence... Zobrazit více Přeložit

O mně Francis Obeng
Itálie
Strategie: Multi strategie

Professional Multi-Asset Strategist | 8Y Track | Tech & Crypto | Disciplined DCA | Risk: 4
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