Ydeevne
Alle

0.48%2026
2026
27.64%2025
2025
35.85%2024
2024
30.40%2023
2023
-30.39%2022
2022
27.57%2021
2021
35.62%2020
2020
35.9%0%-35.9%
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 The 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 continues for a small number of companies. Personally this week I'm interested in $BIDU (Baidu, Inc.-ADR) and $BABA (Alibaba-ADR) as I hold Alibaba's stock directly, as well as the ETF $CQQQ (Invesco China Technology... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 The two things I've been mentioning repeatedly are 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 and 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻. Well, this week, a few more companies have reported earnings, and 𝘁𝗲𝗰𝗵 𝗻𝗮𝗺𝗲𝘀 like $CRWV (CoreWeave Inc) , $SMCI (Super Micro Computer,... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear copiers and followers, I'm back in London! I wanted to come back on the few items I mentioned in my market update two weeks ago, with my thoughts on each point. 📌 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: The Q2 earnings season is largely over now, with still a... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
Dear copiers and followers, I'll be back in London on Monday. In the meantime, just a quick post to highlight that 𝗽𝗮𝘁𝗶𝗲𝗻𝗰𝗲 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗶𝗻 𝘁𝗵𝗲 𝘀𝘁𝗼𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁, 𝗼𝗳𝘁𝗲𝗻 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮𝗰𝘁𝗶𝗼𝗻. When I wrote my last post 10 days ago, my portfolio... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear copiers and followers, I'm on a 2-week holiday so I won't be writing much until I'm back in London on August 10. I'm still following what happens on the markets though, so here is a quick update on what I'm looking at: 📌 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: The... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝟰 𝗻𝗲𝘄 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗱𝗱𝗲𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 💡 Dear copiers and followers, I added 4 new stocks to the portfolio on 30th June, all around the 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗮𝗻𝗱 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 𝘁𝗵𝗲𝗺𝗲: 📌 $MTRS.ST (Munters Group AB) Munters Group, specialised in climate... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 💡 Dear followers and copiers, 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗮𝗿𝗲 𝘄𝗵𝗮𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼, 𝗮𝗻𝗱 𝗰𝗮𝗻 𝘀𝗶𝗴𝗻𝗮𝗹 𝗴𝗼𝗼𝗱 𝗲𝗻𝘁𝗿𝘆 𝗼𝗿... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear followers and copiers, Only one company in our portfolio reported Q2 earnings today morning. 𝗠𝘂𝗻𝘁𝗲𝗿𝘀 𝗚𝗿𝗼𝘂𝗽 $MTRS.ST (Munters Group AB) provides 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗮𝗻𝗱 𝗮𝗶𝗿 𝘁𝗿𝗲𝗮𝘁𝗺𝗲𝗻𝘁 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝗰𝗿𝗼𝘀𝘀... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 A lot of interesting things are happening at the moment, so here are the top two I have in mind for today: 📌 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗱𝗮𝘁𝗮 (again, sorry!) The 𝗨𝗦 𝗣𝗿𝗼𝗱𝘂𝗰𝗲𝗿 𝗣𝗿𝗶𝗰𝗲 𝗜𝗻𝗱𝗲𝘅 (PPI) 𝗱𝗮𝘁𝗮 𝗳𝗼𝗿 𝗝𝘂𝗻𝗲 was released yesterday... Vis Oversæt
Nicolas Oddo
Nicolas Oddo
Storbritannien
💡 𝗧𝗵𝗮𝘁 𝗴𝗶𝗱𝗱𝘆 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂𝗿 #𝟭 𝘀𝘁𝗼𝗰𝗸 𝗶𝘀 𝘂𝗽 𝟮𝟱%! 💡 Hexatronic $HTRO.ST (Hexatronic Group AB) released their Q2 earnings report this morning. If you follow me for a while, you will know that Hexatronic is now the 1st stock in my portfolio. I have a pinned post... Vis Oversæt

Om Nicolas Oddo
Storbritannien
Strategi: Multistrategi

✅ Long-term investor ✅ Equities, cryptos, gold ✅ Bonds exposure (10-30%) to limit risk
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