Simone Rizzetto
Simone Rizzetto @SimoneRizzetto88

Ydeevne
Alle

9.16%2026
2026
33.45%2025
2025
15.45%2024
2024
49.82%2023
2023
-31.30%2022
2022
10.47%2021
2021
46.62%2020
2020
22.65%2019
2019
49.8%0%-49.8%
Simone Rizzetto
📊 PORTFOLIO UPDATE: Iran Peace Deal, Tech Rebounds, and Pharma Catalysts 🚀 One week since the last update and the geopolitical landscape shifted dramatically. The US-Iran peace deal sent shockwaves across global markets,. The relief rally has been immediate and broad. Portfolio riding the momentum.... Vis Oversæt
Simone Rizzetto
📊 PORTFOLIO UPDATE: Semi Selloff, Biotech Momentum, and Rising Geopolitical Risk 🚀 Two weeks since the last update and markets have been anything but quiet. The semiconductor sector suffered one of its sharpest selloffs in years amid high expectations and strong job market, and geopolitical tensions... Vis Oversæt
Simone Rizzetto
📊 PORTFOLIO UPDATE: Iran Peace, ASCO Week, AMD On Fire 🚀 Today’s most markets are closed for holiday. The US-Iran peace talks delivered classic whiplash. Trump said the deal was "largely negotiated" Wednesday, then immediately cooled expectations. Oil sold off 5% to $98.33. The S&P 500... Vis Oversæt
Simone Rizzetto
📊 How Unique Is My Portfolio? I ran the numbers on my portfolio against the broader eToro user base. The eToro API tracks what percentage of the platform holds each instrument. 📌 The Headline Numbers ➤ 87.7% of my positions are held by less than 5% of eToro users. That means nearly 9 out of 10 positions... Vis Oversæt
Simone Rizzetto
📊 PORTFOLIO UPDATE: Nvidia Earnings dropping this week 🚀 The Iran conflict continues to define everything. Brent crude hit $111.34, Strait of Hormuz still closed after a drone strike on UAE's Barakah nuclear plant Friday. The S&P 500 fell 1.24%, Nasdaq 1.54%, first real pullback in weeks as... Vis Oversæt
Simone Rizzetto
🧬 PHARMA VS BIOTECH VS MEDTECH : Three Different Games Two weeks ago, I wrote about why healthcare is the ultimate defensive sector. But "healthcare" is not one thing. Pharma, biotech, and medtech are three completely different games with wildly different risk/reward profiles. Throw them... Vis Oversæt
Simone Rizzetto
📊 PORTFOLIO UPDATE: Iran Peace Proposal Rejected, PFE Earnings, Semis on Fire 🚀 Trump called Iran's peace proposal "TOTALLY UNACCEPTABLE" on Friday and negotiations have stalled for 10+ weeks now. Oil holds at $103, Strait of Hormuz still the defining variable. Meanwhile the S&P... Vis Oversæt
Simone Rizzetto
📊 PORTFOLIO UPDATE: Middle East Escalates, Oil surges, Earnings Season Delivers The mood shifted sharply on Friday. Reports of Iranian missiles hitting a U.S. warship near the Strait of Hormuz, combined with Iran's attacks on UAE ports, sent oil surging. My portfolio held up reasonably well. YTD... Vis Oversæt
Simone Rizzetto
📊 WHY HEALTHCARE IS THE ULTIMATE DEFENSIVE SECTOR If you held healthcare through 2008, 2020, and 2022, you'd likely have outperformed almost every other sector. Here's why this sector has become the backbone of my portfolio. 🧬 The Science Behind the Defensive Edge Healthcare demand is fundamentally... Vis Oversæt
Simone Rizzetto
📊 PORTFOLIO UPDATE: Ceasefire Extended, Record Highs, Strong Week The geopolitical outlook flipped on a dime this week. Last week the ceasefire was collapsing, this week it's been extended. Markets seized the news, with S&P 500 and Nasdaq hitting all-time highs before pulling back as traders... Vis Oversæt

Om Simone Rizzetto
Italien
Strategi: Multistrategi

Scientist and MedTech/healthcare investor with 10 years of experience in this industry.
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