Stewart Fitzell
Stewart Fitzell @defense_investor

Performance
Alle

2.73%2026
2026
32.84%2025
2025
30.81%2024
2024
24.02%2023
2023
32.8%0%-32.8%
Stewart Fitzell
๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: ๐—ฅ๐—ฒ๐—ฐ๐—ฒ๐—ป๐˜ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—”๐—ฑ๐—ท๐˜‚๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜๐˜€ Over the past week I closed two small positions and redeployed the capital into a new one. ๐—ช๐—ต๐˜† ๐—œ ๐—•๐—ผ๐˜‚๐—ด๐—ต๐˜ $G2X.DE (VanEck Gold Miners UCITS ETF) I added a small position in the VanEck Gold Miners UCITS... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—ง๐—ฒ๐—ป ๐˜€๐—ฒ๐—ฐ๐—ผ๐—ป๐—ฑ ๐˜€๐˜‚๐—บ๐—บ๐—ฎ๐—ฟ๐˜†: Our core holdings delivered a genuinely strong earnings season. The market's giving mixed signals, but nothing I've seen is convincing me to change course. I'm staying invested and sticking to the process. ๐—ง๐—ต๐—ฒ... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐—” ๐—•๐—ฟ๐—ฒ๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ, ๐—ก๐—ผ๐˜ ๐—ฎ ๐—•๐—ฟ๐—ฒ๐—ฎ๐—ธ๐—ฑ๐—ผ๐˜„๐—ป: ๐—ช๐—ต๐—ฎ๐˜ ๐—๐˜‚๐—ป๐—ฒ ๐—”๐—ฐ๐˜๐˜‚๐—ฎ๐—น๐—น๐˜† ๐—ฆ๐—ต๐—ผ๐˜„๐—ฒ๐—ฑ Overall markets were largely flat in June. The tech heavy Nasdaq wasn't, it fell, dragged down by a real selloff in AI-linked names in the back half of the month. My own portfolio ended the month flat,... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: ๐—ช๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—œโ€™๐—บ ๐—™๐—ถ๐—ป๐—ฑ๐—ถ๐—ป๐—ด ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜† ๐—ฅ๐—ถ๐—ด๐—ต๐˜ ๐—ก๐—ผ๐˜„ With indices near all-time highs, the natural question is where opportunity still exists. My answer is the same as always: look beneath the surface and focus on individual businesses, not just the... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—ฎ๐—ป๐—ฑ ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Over the past few weeks Iโ€™ve been repositioning the portfolio and refining the overall strategy as market conditions continue to evolve. Earlier this year I became increasingly defensive due to concerns around inflation, interest rates, the war... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ & ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ The market environment this year has been unusually fast-moving and rotational. The more cautious positioning I adopted during March amid geopolitical uncertainty weighed on performance relative to the broader market rally, although the portfolio has... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐—•๐—ฃ ๐—ž๐—ถ๐—ฐ๐—ธ๐˜€ ๐—ข๐—ณ๐—ณ ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ๐—บ๐—ฎ๐—ท๐—ผ๐—ฟ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€: ๐—ช๐—ต๐˜† ๐—œ๐˜ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€ $BP.L (BP) this morning kicked off Q1 earnings for the supermajors with a solid set of results, confirming that higher oil prices are feeding through to earnings. Profits were supported by stronger realised prices... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐—–๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ๐˜€: ๐—–๐—ฅ๐—› ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ ๐——๐—ฒ๐—น๐—ถ๐˜€๐˜๐—ถ๐—ป๐—ด $CRH.L delisted from the London Stock Exchange on Monday 20th April 2026 as CRH plc transitions to a sole listing on the New York Stock Exchange. At present, the New York listed shares are not yet available to trade on eToro. The... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ & ๐—ฃ๐—ผ๐—ฟ๐™ฉ๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Markets have shifted quickly this week, with sentiment improving on easing geopolitical tensions, including the Lebanon ceasefire, alongside a solid early start to Q2 earnings. The S&P 500 has pushed to record highs as optimism improves. However,... Mehr anzeigen รœbersetzen
Stewart Fitzell
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ & ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ The Arabian / Persian Gulf geopolitical crisis / war has escalated further, with the Trump setting a hard deadline for Iran to reopen the Strait of Hormuz and threatening strikes on key infrastructure if it isnโ€™t met by 2am Central European Time tonight.... Mehr anzeigen รœbersetzen

รœber Stewart Fitzell
Irland
Strategie: Multi-Strategie

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