Noura El Allam
Noura El Allam @nouraellm

Performance
Alle

9.30%2026
2026
47.50%2025
2025
94.52%2024
2024
33.57%2023
2023
-16.95%2022
2022
94.5%0%-94.5%
Noura El Allam
Portfolio Update | June 18, 2026 Strong recovery day as markets shook off yesterday's Fed-driven selloff. The Nasdaq surged 1.91% and the S&P 500 gained 1.08%, with the Iran peace memorandum officially signed and the Strait of Hormuz reopening to commercial traffic, sending oil prices lower... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | June 17, 2026 Fed day delivered the hawkish surprise markets were hoping to avoid. The FOMC voted unanimously to hold rates at 3.5%-3.75%, but 9 of 18 members penciled in at least one rate hike before year end, with 6 projecting two hikes. The new dot plot median shifted to 3.8%,... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | June 16, 2026 Rally takes a breather today as markets pause ahead of the Fed decision tomorrow. Futures flat to slightly lower with all eyes on the first policy meeting under new Fed chair Kevin Warsh. No rate change expected but the dot plot and press conference are the real focus,... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | June 15, 2026 The macro catalyst we were waiting for finally arrived. Trump confirmed the US-Iran deal is now complete over the weekend, and markets opened sharply higher with the Nasdaq surging 2.38% and the S&P 500 gaining 1.49%. Oil dropped to around $80, easing inflation concerns... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | June 12, 2026 Good way to end the week. Markets are tracking for a positive close on news that a peace deal with Iran may be near, with a draft memorandum committing to lifting oil sanctions and reopening the Strait of Hormuz. Oil dropped to around $84, easing the inflation pressure... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | June 11, 2026 Choppy session with a mixed picture across the portfolio as Iran/inflation tensions continue to weigh on markets. $NVDA (NVIDIA Corporation) at $201.14 (+0.36%) and $AVGO (Broadcom Inc) at $376.42 (+1.16%) both finding their feet, small bounce but welcome after the... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | June 10, 2026 Rough day, and the macro backdrop explains it. The US and Iran exchanged military strikes after Trump said Tehran was "taking too long to negotiate." Oil surged, inflation data came in hot at 4.2% CPI for May, and the Nasdaq dropped 0.62% with the S&P 500... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | June 9, 2026 Mixed session today. Most positions under light pressure with a couple of bright spots. $NVDA (NVIDIA Corporation) at $206.17 (-1.18%) and AVGO at $389.08 (-1.90%) still consolidating post the chip selloff, market continuing to reprice after last week's $AVGO (Broadcom... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | 8 June 2026 Week kicked off with continued pressure across tech. $NVDA (NVIDIA Corporation) sitting around $204, still digesting the post-AVGO chip selloff from last week. $AVGO (Broadcom Inc) holding around $385, down further from Thursday's $395 close as the market chews through... Mehr anzeigen Übersetzen
Noura El Allam
Portfolio Update | 4 June 2026 The headline is $AVGO (Broadcom Inc), down ~13% post-earnings. Beat on revenue ($22.19B), but guidance on AI chip sales disappointed. Thesis intact; this looks like a priced-for-perfection reset, not a structural break. $NVDA (NVIDIA Corporation) holding firm at ~$216,... Mehr anzeigen Übersetzen

Über Noura El Allam
Belgien
Strategie: Long/Short

Long-term focus on undervalued stocks, dividends, and buy-and-hold strategies.
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