Market update — and a strong day for the portfolio 📈
While global markets remained mostly flat yesterday, my portfolio finished up over +3% on the day and is now up +4.51% month-to-date.
👉 $ETOR (eToro Group LTD) rallied +9.3% on the back of exceptional Q3 earnings — and it wasn’t just a decent quarter,... Zobrazit více Přeložit
𝙐𝙥𝙬𝙤𝙧𝙠 𝙌𝟯 𝟮𝟬𝟮𝟱: 𝙍𝙚𝙘𝙤𝙧𝙙 𝙍𝙚𝙫𝙚𝙣𝙪𝙚, 𝟯𝟬% 𝘼𝙙𝙟. 𝙀𝘽𝙄𝙏𝘿𝘼 𝙈𝙖𝙧𝙜𝙞𝙣 — 𝙒𝙚’𝙧𝙚 𝙇𝙤𝙣𝙜
Upwork ($UPWK (Upwork Inc)) reported Q3 ’25 results just minutes ago and flipped the script from stabilization to record profitability. We are currently 65% up on this stock, but on... Zobrazit více Přeložit
🏎️💨 𝙋𝙤𝙧𝙨𝙘𝙝𝙚 𝙌𝟯 𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨: 𝙇𝙤𝙨𝙨𝙚𝙨 𝙉𝙖𝙧𝙧𝙤𝙬, 𝙎𝙝𝙖𝙧𝙚𝙨 𝙍𝙖𝙡𝙡𝙮 𝙤𝙣 𝘽𝙚𝙩𝙩𝙚𝙧-𝙏𝙝𝙖𝙣-𝙁𝙚𝙖𝙧𝙚𝙙 𝙍𝙚𝙨𝙪𝙡𝙩𝙨
Porsche $P911.DE (Porsche AG) released its Q3 2025 financials on October 24, and while the numbers still show significant pressure, they were not as bad... Zobrazit více Přeložit
𝘾𝙤𝙘𝙖-𝘾𝙤𝙡𝙖 𝙌𝟯 𝟮𝟬𝟮𝟱 𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨
🥤 Coca-Cola (KO) beat expectations in Q3 2025, reporting adjusted EPS of 0.82 vs. ~0.78 expected, with revenues up 5% to 12.46B. Organic revenue rose 6%, driven mainly by pricing and mix, as global volumes grew just 1%. Zero Sugar led the way with ~14%... Zobrazit více Přeložit
30% of my portfolio - Picked up Goldman Sachs at the bottom today after good earnings and market fear driving them down over 5%.
Trimming the position now, 20% left :)
just closed the trade at a profit of 2.57%
... Zobrazit více Přeložit
𝙒𝙝𝙮 𝙚𝙏𝙤𝙧𝙤 𝙞𝙨 𝙈𝙮 𝘽𝙞𝙜𝙜𝙚𝙨𝙩 𝙃𝙤𝙡𝙙𝙞𝙣𝙜
$ETOR (eToro Group LTD) is currently my largest equity position at 17.4% of my portfolio (second only to Treasuries). I want to be clear: I’m not holding it just because it’s the platform we trade on. I’m holding it because I believe in the business,... Zobrazit více Přeložit
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Thu Nov 13 2025 10:20:18 GMT+0000 (Coordinated Universal Time)