Victor Pedersen - Popular Investor etoro

Victor Pedersen @Miyoshi

Rendimiento
0% Rentabilidad
Todo

2026

2025

2024

2023

2022

2021

2020

2019

103.3%0%-103.3%

Rentabilidad interanual 9%

Retorno 2A 57.81%

Puntuación de riesgo media (últimos 7D)

Semanas rentables 51.85%

Conversaciones

Victor Pedersen

Dinamarca

21d

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗮𝘀𝘀𝗲𝘁 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 𝘂𝗽𝗱𝗮𝘁𝗲 Hi everyone, My portfolio is now intentionally simplified down to six positions. Holding a large basket of stocks dilutes conviction and complicates risk control. Keeping the structure lean ensures every asset... Mostrar más Traducir

Victor Pedersen

Dinamarca

2mo

𝙐𝙗𝙞𝙨𝙤𝙛𝙩 𝙟𝙪𝙨𝙩 𝙨𝙝𝙖𝙩𝙩𝙚𝙧𝙚𝙙 𝙛𝙧𝙖𝙣𝙘𝙝𝙞𝙨𝙚 𝙧𝙚𝙘𝙤𝙧𝙙𝙨. Update on my largest stock allocation $UBI.PA (Ubisoft Entertainment SA). The day one commercial metrics for Assassin’s Creed Black Flag Resynced provide a solid proof point. Within 24 hours of its July 9 release, the title... Mostrar más Traducir

Victor Pedersen

Dinamarca

3mo

My prediction on Roku being acquired came through. With the $FOX.US (Fox Corporation) acquisition announcement, I am taking some profit and lowering my $ROKU (Roku Inc) position. The current risk-reward ratio leads me to hold around 2% as the appropriate allocation. Since a big chunk of the payout... Mostrar más Traducir

Victor Pedersen

Dinamarca

3mo

$FOX.US (Fox Corporation) is set to acquire $ROKU (Roku Inc) in a cash-and-stock deal valuing the company at $160 per share, implying a total equity value of $25B. The transaction will be split into 60% cash and 40% stock. The deal has been unanimously approved by both boards and is expected to close... Mostrar más Traducir

Victor Pedersen

Dinamarca

3mo

Quick update: I have closed all $SOXL (Direxion Daily Semiconductor Bull 3X ETF) short positions to rebalance the portfolio according to my current risk management strategy. The semiconductor sector was well overdue for a correction, and I’m pleased we were able to capitalize on that macro move. These... Mostrar más Traducir

Victor Pedersen

Dinamarca

4mo

Here's an update on $UBI.PA (Ubisoft Entertainment SA) following the full-year earnings report and the wild price action around it, which we benefit from. The May 20 full-year report triggered exactly the kind of emotional selling you could expect. Headlines fixated on the record headline loss and... Mostrar más Traducir

Victor Pedersen

Dinamarca

5mo

Hi everyone, A couple of weeks ago, I pointed out the irrationality of investors flipping their portfolios upside down to adjust to geopolitical friction. Specifically, selling off high-conviction equities to go "all in" on energy or commodities. The fact that the market has just made a complete... Mostrar más Traducir

Victor Pedersen

Dinamarca

6mo

Hi everyone, The recent market volatility has provided a clear landscape for those of us prepared to navigate it. While the broader indices have struggled and our portfolio is down year-to-date in a similar fashion, the strategy is working exactly as intended. 𝗥𝗲𝗷𝗲𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗨𝗿𝗴𝗲 𝘁𝗼... Mostrar más Traducir

Victor Pedersen

Dinamarca

7mo

Hi everyone, Update on $ROKU (Roku Inc) following the FY 2025 results and the 2026 operational outlook. The fiscal year 2025 results show that Roku has reached a critical fundamental inflection point. The business model has successfully decoupled from hardware dependency. Total net revenue reached $4.737... Mostrar más Traducir

Victor Pedersen

Dinamarca

7mo

Hi everyone, Here's an update on $UBI.PA (Ubisoft Entertainment SA) following the Q3 earnings report and the strategic realignment. The release of the Q3 2025-26 financial report on February 12 has exposed a profound divergence between retail market sentiment and institutional valuation. While... Mostrar más Traducir