Moric Kocsa Pillmann – etoro Popular Investor

Moric Kocsa Pillmann @MoricPortfolio

Performance
0% Rendite
Alle

2026

2025

2024

2023

2022

31.5%0%-31.5%

Rendite YTD 19.92%

Rendite 2Y 47.22%

Durchschnittliche Risikobewertung (letzte 7T)

Gewinnbringende Wochen 50.94%

Themen

Moric Kocsa Pillmann

Ungarn

17 h

👀Positive week - we returned +0.6%, outperforming both benchmarks. The $NSDQ100 finished ~+0.5%, while the $SPX500 was up ~+0.3%. 🧠𝐓𝐋𝐃𝐑: Rate expectations remain the dominant driver of short-term moves, while on the portfolio side I'm trimming a position I see as fully valued and evaluating... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

8 d

Dear copiers, this week’s overview will be short. I just came back from holiday and in the middle of a hectic period but rest assured, I am watching closely the markets every day! We closed this week in the green, up ~0.2% which is great - outperforming $SOXX (iShares Semiconductor ETF ) (~-0.7%) but... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

15 d

👀Tough week - we closed -3.3%. The $SPX500 fell -1.5%, the $NSDQ100 dropped -2.8%, and $SOXX (iShares Semiconductor ETF ) fell -6.8%. A sharp bond-market selloff drove the risk-off tone all week, though Friday's close partially recovered the losses. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

23 d

👀Strong week - we closed +0.9%, outperforming the $SPX500 (+0.4%) and $SOXX (iShares Semiconductor ETF ) (+0.8%) , while the $NSDQ100 rose +1.1%. Markets found fresh all-time highs again as inflation resumed its downward trend. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤: 📉𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

30 d

👀Excellent week - we closed +6.4%, clearly outperforming both benchmarks. The $SPX500 was up ~3.4%, while the $NSDQ100 rose ~5.1%. Markets broke out of their summer trading range to fresh record highs. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤: 🚀𝐁𝐢𝐠 𝐭𝐞𝐜𝐡 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

1 Monat

👀Flat week - we closed at 0.0%. The $SPX500 finished ~+0.3%, while the $NSDQ100 was down ~-0.5%. Worth noting: the semiconductor index $SOXX (iShares Semiconductor ETF ) finished ~-5.0% down - so despite our tech-concentrated exposure and increased tech holdings, we still outperformed the major tech... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

1 Monat

👀This week's story was AI capex fear, not only geopolitics. We closed -0.7%, outperforming both benchmarks. The $SPX500 fell ~-1.0% and the $NSDQ100 dropped ~-2.6%. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤: 🌍𝐆𝐞𝐨𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐬 𝐚𝐧𝐝 𝐫𝐚𝐭𝐞𝐬 - 𝐬𝐭𝐢𝐥𝐥... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

2Mon.

👀Tough week - we closed -5.0%, underperforming both benchmarks due to our heavier semiconductor exposure with a rough week for the sector. The $NSDQ100 returned ~-3.0%, while the $SPX500 finished ~-1.2%. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤: 🌍𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐦𝐚𝐫𝐤𝐞𝐭... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

2Mon.

👀Solid week - we returned +2.2%, outperforming both benchmarks. The $SPX500 returned ~+0.9%, while the $NSDQ100 finished ~+0.8%. Headlines were split between renewed Iran tensions and the ongoing AI trade - markets mostly chose to focus on the latter. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬... Mehr anzeigen Übersetzen

Moric Kocsa Pillmann

Ungarn

2Mon.

👀Weaker week this time; we returned +0.5%, underperforming both benchmarks. The $SPX500 returned ~+2.3%, while the $NSDQ100 finished ~+1%. The underperformance is mostly due to semiconductors - $SOXX (iShares Semiconductor ETF ) dropped ~-5.7% this week. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬... Mehr anzeigen Übersetzen