Akim Guerreiro
Akim Guerreiro @Etcaetera

Tuottavuus
Kaikki

29.93%2025
2025
28.90%2024
2024
10.49%2023
2023
14.94%2022
2022
29.9%0%-29.9%
Keskustelut
Akim Guerreiro
Luxemburg
2 pv
We are at +30% YTD, outperforming the $SPX500 , $NSDQ100 , $BTC and $ETH . December started on a nice up note and I still believe we could have a nice Christmas Rally. It depends now on the US inflation data which I expect won’t show any major uptick still feared by many Fed officials. This could re-spark... Näytä enemmän Käännä
Akim Guerreiro
Akim Guerreirosulki $MU ostoposition
Luxemburg
6 pv
I just closed the trade at a profit of 79.55%. I am staying invested in $MU (Micron Technology, Inc.) but reducing my exposure. I am buying $ETH and $MARA (Marathon Digital Holdings Inc.) with the proceeds. Etcaetera $NSDQ100 $BTC Käännä
MU
Micron Technology, Inc.
79.60%
Kaupankäyntitarinat
Akim Guerreiro
Akim Guerreirosulki $GOOGL ostoposition
Luxemburg
7 pv
I just closed the trade at a profit of 65.17%. I am trimming my $GOOGL (Alphabet Inc Class A) position as the stock is starting to get expensive. Lots of good news are already priced in. I am staying invested, just reducing my exposure to mitigate the downside risk. Etcaetera $NSDQ100 $SPX500 $GOOG... Näytä enemmän Käännä
GOOGL
Alphabet Inc Class A
65.17%
Kaupankäyntitarinat
Akim Guerreiro
Luxemburg
12 pv
𝐅𝐞𝐞𝐥𝐢𝐧𝐠 𝐁𝐮𝐥𝐥𝐢𝐬𝐡 I know, people usually like doom and gloom, but you won’t get it with this post. Firstly, the macro is looking pretty good. We will have our rate cut in December and QE is likely to resume very soon. We have a few data points that will come out, in particular PCE (the... Näytä enemmän Käännä
Akim Guerreiro
Luxemburg
16 pv
𝐌𝐨𝐧𝐞𝐭𝐚𝐫𝐲 𝐄𝐚𝐬𝐢𝐧𝐠 𝐂𝐀𝐍𝐍𝐎𝐓 𝐁𝐞 𝐏𝐫𝐢𝐜𝐞𝐝 𝐈𝐧 Something I often read in the comments of my posts is « well interest rate cuts are priced in » or « monetary easing is already priced in ». Sure, markets are forward looking and price in many things (next year’s deregulations and lower... Näytä enemmän Käännä
Akim Guerreiro
Akim Guerreiro jakoi julkaisun henkilön Akim Guerreiro kautta
Luxemburg
17 pv
𝐑𝐞𝐧𝐞𝐰𝐞𝐝 𝐎𝐩𝐭𝐢𝐦𝐢𝐬𝐦 It slowly looks like we moved to the next step of the chart I posted below: we are at “Renewed Optimism”. This phase could last a while (accumulation phase) and the transition to Euphoria is often triggered by an external event (Powell turning dovish? new Fed Chair announced... Näytä enemmän Käännä
Akim Guerreiro
Luxemburg
1 kk
𝐈 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐰𝐞 𝐚𝐫𝐞 𝐢𝐧 𝐚 𝐁𝐞𝐚𝐫 𝐓𝐫𝐚𝐩 𝐧𝐨𝐰. Rate cuts may be delayed but they are coming and will fuel renewed optimism, FOMO and euphoria. I bought more $BTC and more shares of high growth companies such as Blackstone and sold my more defensive positions $CIVI (Civitas Resources... Näytä enemmän Käännä
Akim Guerreiro
Luxemburg
19 pv
Muokattu
𝐌𝐲 𝐓𝐨𝐩 𝟐 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬: 𝐆𝐨𝐨𝐠𝐥𝐞 𝐢𝐬 𝐚𝐧 𝐀𝐈 𝐖𝐢𝐧𝐧𝐞𝐫 𝐚𝐧𝐝 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐢𝐬 𝐨𝐧 𝐚 𝐕-𝐑𝐞𝐜𝐨𝐯𝐞𝐫𝐲 $GOOGL (Alphabet Inc Class A) is trading at around 30x earnings, significantly cheaper than $NVDA (NVIDIA Corporation) or $AMD (Advanced Micro Devices Inc) and we got the... Näytä enemmän Käännä
Akim Guerreiro
Luxemburg
20 pv
Muokattu
𝐖𝐡𝐚𝐭 𝐝𝐨 𝐰𝐞 𝐝𝐨 𝐧𝐨𝐰 𝐮𝐧𝐭𝐢𝐥 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐲𝐞𝐚𝐫? Markets dropped last week because of the lower probability of a rate cut in December. Markets are bouncing back because of higher probability of a rate cut in December. You asked the markets to be rational? Now they are. And they... Näytä enemmän Käännä
Akim Guerreiro
Luxemburg
24 pv
Muokattu
𝐀 𝐅𝐞𝐰 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐨𝐯𝐞𝐬 𝐓𝐨𝐝𝐚𝐲 I fully sold $LLY (Eli Lilly & Co) at around +52% profit. I was thinking to sell it since a few days. The stock trades at a price to earnings of x40+ and started getting really expensive. Especially when the competitor $NVO (Novo-Nordisk A/S SPONS... Näytä enemmän Käännä
Akim Guerreiro
Luxemburg
27 pv
Muokattu
𝐈 𝐬𝐭𝐢𝐥𝐥 𝐭𝐡𝐢𝐧𝐤 𝐭𝐡𝐢𝐬 𝐰𝐚𝐬 𝐣𝐮𝐬𝐭 𝐚 𝐛𝐞𝐚𝐫 𝐭𝐫𝐚𝐩. I am buying more, cautiously. Today I bought a bit of $SOL and ADA. We will still have our altseason, of that I am convinced. Perhaps in December, as the rate cuts narrative returns and we have our Christmas Rally. $BTC still could... Näytä enemmän Käännä

Tietoa Akim Guerreiro
Luxemburg
Strategia: Monistrategia

Professional portfolio manager. Consistency is key. Primarily GARP & turnaround stocks.
Näytä pitkä esittely Käännä
671 Kopioijat
15.2K Seuraajat

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