Performance
Alle

11.61%2024
2024
21.37%2023
2023
-26.64%2022
2022
13.77%2021
2021
28.93%2020
2020
28.9%0%-28.9%
Angepinnte Beiträge

𝙈𝙖𝙮 𝟭𝟭𝙩𝙝 - 𝙣𝙚𝙬𝙨 𝙤𝙛 𝙩𝙝𝙚 𝙙𝙖𝙮 𝙬𝙤𝙧𝙩𝙝 𝙣𝙤𝙩𝙞𝙣𝙜 $DIS ᴅɪsɴᴇʏ down 5% pre-market as subscriber growth was a miss yesterday after the bell. Expectations were for Disney+ subscriptions to grow roughly 1% during the quarter to reach 163.17 million users. Instead, the service saw a 2% decline in memberships, falling to 157.8 million subscribers from 161.8 million as of Dec. 31. On the positive side though, theme parks delivered better than expected rev numbers helping, along with higher subscription revenue at Disney+ and improving results at ESPN+ level, Disney achieve a lower operating loss than anticipated by the Street. $GOOG ɢᴏᴏɢʟᴇ up 1.5% pre-market after its announcements yesterday which were all about AI. ✉️ Gmail - getting a "help me write" feature to help you write messages 💲 Google Sheets, Docs and Slides - Now has generative AI imbedded to get you started on your work. 🗺️ Google Maps rolling out an immersive route view to give you a birds-eye view of your route before you take it 🔎 Google search - also now has AI built in to help you get to an answer sooner. 📱Hardware - all of Google's new phones and hardware are leveraging their AI chips to embed AI processing capabilities into the device $HOOD I find the ʀᴏʙɪɴʜᴏᴏᴅ news quite interesting and potentially game changing. Other than the better than expected results they announced, Robinhood also plans to offer 24-hour trading of selected stocks and exchange-traded funds, five days a week. Something other don't do yet and could help them keep on growing active users. (not one name I have been trading lately but have been watching it closely and this news might push me to buy some soon) Other names that we have in our portfolio : $U ᴜɴɪᴛʏ sᴏғᴛᴡᴀʀᴇ up 10 pre-market on strong guidance. $BYND ʙᴇʏᴏɴᴅ ᴍᴇᴀᴛ also delivered better numbers than expectations. ᴍᴀɢɴɪᴛᴇ ɪɴᴄ, the world's largest independent sell-side advertising company, up 14 premarket reported better than expected numbers with 20% margin and optimism for the rest of the year.. One name that i like and will continue holding I think. Going to try and make this little note as often as possible if you find it interesting enough... Please let me know if that's something of value or if you want something else to read (if so, please comment below to share what could help) Ufuk

Considering no one wants to read about China $CHINA50 and Alibaba $BABA here https://etoro.tw/3IDg47N... :) Worth noting that Alibaba upgraded by GS to conviction buy list.... What do we think about $TSLA ... Should we slowly look at adding it back to our portfolio ? Is the worst over ? A lot of people waiting on Tesla... There are a lot of opportunities in the Tech sector but specifically Tesla has been on a downhill. Tesla has recently been flirting with oversold territories... might be time to look at it closer ?

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uinci1103
@uinci1103 schloss eine $OIL-Kauf-Position
Frankreich
I just closed the trade at a profit of 30.16% Within a week Übersetzen
30.16%
Geschichte des Trades
uinci1103
Sad to see copiers leaving as we have reduced risk significantly over the past few months. Risk is at 2 at the moment and we are slowly grinding up in performance month after month, yet not enough vs markets as we have >70% cash. Timing has been tad early clearly and I apologize. We missed on some... Mehr anzeigen Übersetzen
uinci1103
Hi everyone, First half of the year was good but not the best. We took a stance and it wasn’t clearly the best choice. Yup, I had risk off, and kept plenty of cash in hand making us close 1H24 up around 8-9%. Risk profile is down to 2.. That rally has been powered mainly by AI and its magic, with... Mehr anzeigen Übersetzen
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uinci1103
@uinci1103 schloss eine $NVDA-Kauf-Position
Frankreich
I just closed the trade at a profit of 852.47% I think it’s time take that profit !!! $NVDA (NVIDIA Corporation) Übersetzen
NVDA
NVIDIA Corporation
852.44%
Geschichte des Trades
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2 von 24
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uinci1103
May has been intense for markets. We sadly did not do as well and underperformed the broader indices. The reason is that I added a significant amount of cash into my account, and did not deploy it as markets rallied throughout the month. I did not see it rip so high so quickly so thought I'd wait... Mehr anzeigen Übersetzen
uinci1103
Nvidia !! It’s our top position and despite its phenomenal performance for a very long time now, it still beat with crazy results last night. Revenue +18% Q/Q to $26.0B ($1.5B beat). • Gross margin 78% (+2pp Q/Q). • Operating margin 65% (+3pp Q/Q). • Non-GAAP EPS $6.12 ($0.54 beat). • Dividend raised... Mehr anzeigen Übersetzen
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uinci1103
Bonjour bonjour, Gotta start by explaining that I have added a significant amount of cash into my portfolio to raise total equity by 1.5x as we have clearly entered a positive catalysts driven market… Sadly though, I have not started deploying that cash and missed on this late bull run which is a... Mehr anzeigen Übersetzen
uinci1103
Bearbeitet
I did nothing… Hello hello everyone ! This month has been special : I did nothing. Yup, no trades. In a world where everything has risen again on pure expectations of lower rates soon, despite escalating wars everywhere around the globe, still struggling households with high inflation, and more,... Mehr anzeigen Übersetzen
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uinci1103
Hello everyone. This month has been a lot quieter for us but up slightly more than 1% as we remained hedged with a risk profile of 3. Have more than 45% cash in hand. We trimmed some crypto, taking profit in $BTC and $ETH Happy to stay as is until month end and monitor. Will start deploying in... Mehr anzeigen Übersetzen

Über uinci1103
Frankreich

4 years+ trading cash equities for CS & Macquarie- managing risk & consistency is priority
Vollständige Bio anzeigen Übersetzen
Strategie: Multi-Strategie
50 Kopierer
1.9K Follower
Das Portfolio ist gut diversifiziert mit einer Mischung aus verschiedenen Anlageinstrumenten. Keine Einsicht.