Maros Szentkereszti
Maros Szentkereszti @Marosoo

Tuottavuus
Kaikki

12.08%2026
2026
39.08%2025
2025
18.71%2024
2024
25.63%2023
2023
-14.82%2022
2022
-2.22%2021
2021
39.1%0%-39.1%
Maros Szentkereszti
Tensions in Iran following the death of Khamenei and U.S./Israeli airstrikes have pushed oil futures up about 9%, with risks around the Strait of Hormuz that could drive Brent toward 80–100 $OIL . Markets are bracing for a risk-off Monday. $SPX500 futures down around 1-2%, while energy names could... Näytä enemmän Käännä
Calms down and de-escalation
100.00%
Escalates further...
100.00%
Maros Szentkereszti
𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 is wrapping up in just a few hours and surprisingly it's been a strong month. If there wont be any big last-minute swings, we'll close it out around +5% MTD, pushing YTD to 11%. ​ 𝐓𝐨𝐩 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬 $TSCO.L (Tesco) Rose on steady grocery demand as a consumer staple... Näytä enemmän Käännä
Maros Szentkereszti
$ENGI.PA (Engie SA) up over 7% now on strong Q4 earnings beat. It exceeded forecasts, 2026 guidance confirms renewables growth (Brazil solar + storage), debt down below €30B. Nice morning EU boost for our portfolio. $FRA40 $SPX500 Käännä
Maros Szentkereszti
Despite all the tariff headlines, February has been a calm, positive month for the portfolio (for now...). I’m adding cash slowly into solid, crisis-resilient stocks that keep paying dividends and pushing the overall risk lower. Sticking to dividends too? $SPX500 $DJ30 Käännä
Maros Szentkereszti
$ENEL.MI (Enel Power Company) up over 6% today after unveiling their €53B plan for the zears 2026-2028. It ramps renewables to 38% of capex for growth in high-demand green energy, adds €1B buyback to boost EPS and hikes dividends 6% yearly for steady yield amid volatility. I am following that company... Näytä enemmän Käännä
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ENEL.MI
Enel Power Company
10.252
0.062 (0.61%)
Maros Szentkereszti
US futures are red this morning on Trumps "tariff soap opera". $DJ30 $SPX500 and $NSDQ100 are all down around 0.5-1% in the pre-market after the Supreme Court blocked his prior plan and he bumped them to 15%. $oil is sliding too. onlz precious metals like $gold are trading hogher because... Näytä enemmän Käännä
Maros Szentkereszti
Maros Szentkereszti Osti kohteen $SAP.DE @172.6
Slovakia
Opened a new position in $SAP (SAP SE ADR) . The share price has pulled back from last year’s highs along with the broader software/AI sell-off, but the underlying story is still intact. SAP keeps growing its cloud business, embedding AI across its products and throwing off solid cash flows. For me this... Näytä enemmän Käännä
SAP.DE
SAP SE
170.98
-3.30 (-1.90%)
Maros Szentkereszti
Maros Szentkereszti sulki $SMSN.L ostoposition
Slovakia
Closing my position in Samsung. After a strong run I’m locking in profits and rotating more into defensive names like $TSCO.L (Tesco) , $ENEL.MI (Enel Power Company) $WTRG (Essential Utilities Inc) . At this stage of the cycle I see higher risk: the business is highly cyclical, margins are starting... Näytä enemmän Käännä
SMSN.L
Samsung Electronics Co Ltd - GDR
171.77%
Kaupankäyntitarinat
Maros Szentkereszti
Hasbro in green today, up 7% after a strong Q4 beat. EPS came in at 1.51 vs 0.95 expected and revenue up 31% YoY to 1.45B. Management added a fresh 1B buyback and guided for 3–5% sales growth in 2026. I’m holding this as a cash‑flow company driven by wizards of the coast, digital games and powerful entertainment. And...when... Näytä enemmän Käännä
Maros Szentkereszti
Yesterday red, today green. My allocation, exposure and risk are unchanged, the market mood, drives these daily swings. I focus on long‑term cashflow and dividends from holdings like $V (Visa) $ENEL.MI (Enel Power Company) $TSCO.L (Tesco) or other energy companies, not on guessing what QQQ or BTC-USD... Näytä enemmän Käännä

Tietoa Maros Szentkereszti
Slovakia
Strategia: Arvo

Long-term value investor Dividends 2%+ | Industry & energy | No leverage | Discipline
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