Rendimiento
Todo

9.96%2026
2026
11.48%2025
2025
-5.60%2024
2024
13.78%2023
2023
-14.65%2022
2022
-5.39%2021
2021
54.30%2020
2020
-34.37%2019
2019
54.3%0%-54.3%
Ana Sarda Rodrigues
Portfolio Update July 2026: Pricing a World Without Hormuz Dear All, Last month I wrote that a ~40% oil crash on a signed-but-not-yet-physical deal looked early. Three weeks later the deal is dead. ๐Ÿ“ˆ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€ The Deal That Wasn't Tankers were fired on near the Strait... Mostrar mรกs Traducir
Ana Sarda Rodrigues
๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š โ€“ ๐™…๐™ช๐™ฃ๐™š ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ: ๐˜ผ ๐™๐™ค๐™ฉ๐™–๐™ฉ๐™ž๐™ค๐™ฃ ๐™„๐™ฃ๐™ฉ๐™ค ๐™๐™š๐™–๐™ก ๐˜ผ๐™จ๐™จ๐™š๐™ฉ๐™จ? ๐˜พ๐™๐™ž๐™ฃ๐™–, ๐™Š๐™ž๐™ก & ๐˜ผ๐™„ Dear All, A hard monthโ€”emerging markets and energy, my two biggest bets, both fell at once. Hereโ€™s why, and what I changed. ๐Ÿ“ˆ ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™ƒ๐™ž๐™œ๐™๐™ก๐™ž๐™œ๐™๐™ฉ๐™จ ๐—ง๐—ต๐—ฒ... Mostrar mรกs Traducir
Ana Sarda Rodrigues
$GRPN (Groupon Inc) ๐—•๐—ฒ๐˜€๐˜ ๐——๐—ฒ๐—ฎ๐—น ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—จ๐—ฆ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฅ๐—ถ๐—ด๐—ต๐˜ ๐—ก๐—ผ๐˜„? Groupon is my biggest position โ€” about ๐Ÿฒ% ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฏ๐—ผ๐—ผ๐—ธ, and I'd happily own more. I think it's the most undervalued name in the US market today. ๐—ง๐—ต๐—ฒ ๐˜€๐—ฒ๐˜๐˜‚๐—ฝ The market's pricing... Mostrar mรกs Traducir
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GRPN
Groupon Inc
25.03
-0.1200 (-0.48%)
Ana Sarda Rodrigues
๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š โ€“ April 2026: All-Time Highs, Zero Resolution Dear All, April delivered one of the most powerful rallies in recent memoryโ€”and I remain skeptical. Here's why I'm staying cautious while everyone else celebrates. ๐Ÿ“ˆ ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™ƒ๐™ž๐™œ๐™๐™ก๐™ž๐™œ๐™๐™ฉ๐™จ The Disconnect The... Mostrar mรกs Traducir
Ana Sarda Rodrigues
Off course you are going to see QQQ and $SPY (State Street SPDR S&P 500 ETF) going to close at daily lows over the weekend . Which professional investor is willing to take risk knowing the US administration usually make moves when markets are closed? I think a territorial invasion on Iran is possible... Mostrar mรกs Traducir
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SPY
State Street SPDR S&P 500 ETF
773.26
4.70 (0.61%)
Ana Sarda Rodrigues
๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š โ€“ March 2026: War Edition Dear All, This month, I'm taking a different approach. Rather than the usual performance review, I want to focus on how we're positioned for the ongoing conflict between Iran, the USA, and Israelโ€”and what it means for the portfolio. ๐Ÿ“ˆ... Mostrar mรกs Traducir
Ana Sarda Rodrigues
Things are going to get worse before they get better. Buckle up! Traducir
No es asesoramiento de inversiรณn. El autor puede tener intereses financieros en los instrumentos mencionados.
Ana Sarda Rodrigues
If you did not raise 10-20% on cash, this is your chance. Traducir
No es asesoramiento de inversiรณn. El autor puede tener intereses financieros en los instrumentos mencionados.
Ana Sarda Rodrigues
๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š โ€“ ๐™๐™š๐™—๐™ง๐™ช๐™–๐™ง๐™ฎ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ: ๐™Ž๐™๐™ค๐™ง๐™ฉ-๐™๐™š๐™ง๐™ข ๐™‹๐™–๐™ž๐™ฃ, ๐™‡๐™ค๐™ฃ๐™œ-๐™๐™š๐™ง๐™ข ๐™‚๐™–๐™ž๐™ฃ ๐Ÿ“ˆ ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™ƒ๐™ž๐™œ๐™๐™ก๐™ž๐™œ๐™๐™ฉ๐™จ February was volatile, especially across tech. The software space saw a sharp repricing, dragging down the Nasdaq Composite and broader growth indices.... Mostrar mรกs Traducir
Ana Sarda Rodrigues
Ana Sarda Rodrigues
cerrรณ una posiciรณn de venta de $XYZ
Alemania
Can we all agreed how shameful is it the market is celebrating that a tech company just fired 40% of its work force (and we are talking about top tech engineers in the field) ? Traducir
No es asesoramiento de inversiรณn. El autor puede tener intereses financieros en los instrumentos mencionados.
XYZ
Block Inc.
23.26%
Historial

Acerca de Ana Sarda Rodrigues
Alemania
Estrategia: Largo/Corto

Long term Investment on equities (60%) + swing trades (40%) for monthly $
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