Ana Sarda Rodrigues
Ana Sarda Rodrigues @nintingale

Tuottavuus
Kaikki

9.90%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 – September 2026: Positioned Before the Storm Dear All, August was quiet by design. I trimmed across half the book, exited three themes entirely, and let cash build ahead of what is historically the market's roughest stretch: September and October of a midterm year. 📈... Näytä enemmän Käännä
Ana Sarda Rodrigues
𝘼𝙣 𝘼𝙄 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙏𝙖𝙡𝙚: 𝙒𝙞𝙣𝙣𝙚𝙧𝙨, 𝙇𝙤𝙨𝙚𝙧𝙨, 𝙖𝙣𝙙 𝙐𝙣𝙞𝙘𝙤𝙧𝙣𝙨 Is the AI Trade dead? Did we just experience a dead cat bounce? This is the question most of traders and investors are asking themselves right now. The reason is simple: AI-exposed names are roughly 40-45%... Näytä enemmän Käännä
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. 📈 𝗠𝗮𝗿𝗸𝗲𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 The Deal That Wasn't Tankers were fired on near the Strait... Näytä enemmän Käännä
Ana Sarda Rodrigues
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – 𝙅𝙪𝙣𝙚 𝟮𝟬𝟮𝟲: 𝘼 𝙍𝙤𝙩𝙖𝙩𝙞𝙤𝙣 𝙄𝙣𝙩𝙤 𝙍𝙚𝙖𝙡 𝘼𝙨𝙨𝙚𝙩𝙨? 𝘾𝙝𝙞𝙣𝙖, 𝙊𝙞𝙡 & 𝘼𝙄 Dear All, A hard month—emerging markets and energy, my two biggest bets, both fell at once. Here’s why, and what I changed. 📈 𝙈𝙖𝙧𝙠𝙚𝙩 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨 𝗧𝗵𝗲... Näytä enemmän Käännä
Ana Sarda Rodrigues
$GRPN (Groupon Inc) 𝗕𝗲𝘀𝘁 𝗗𝗲𝗮𝗹 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗦 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗶𝗴𝗵𝘁 𝗡𝗼𝘄? Groupon is my biggest position — about 𝟲% 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗼𝗼𝗸, and I'd happily own more. I think it's the most undervalued name in the US market today. 𝗧𝗵𝗲 𝘀𝗲𝘁𝘂𝗽 The market's pricing... Näytä enemmän Käännä
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GRPN
Groupon Inc
18.87
0.0100 (0.05%)
Ana Sarda Rodrigues
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – April 2026: All-Time Highs, Zero Resolution Dear All, April delivered one of the most powerful rallies in recent memory—and I remain skeptical. Here's why I'm staying cautious while everyone else celebrates. 📈 𝙈𝙖𝙧𝙠𝙚𝙩 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨 The Disconnect The... Näytä enemmän Käännä
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... Näytä enemmän Käännä
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SPY
State Street SPDR S&P 500 ETF
768.29
-1.90 (-0.25%)
Ana Sarda Rodrigues
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – 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 Israel—and what it means for the portfolio. 📈... Näytä enemmän Käännä
Ana Sarda Rodrigues
Things are going to get worse before they get better. Buckle up! Käännä
Ei sijoitusneuvontaa. Kirjoittajalla voi olla taloudellisia intressejä mainituissa instrumenteissa.
Ana Sarda Rodrigues
If you did not raise 10-20% on cash, this is your chance. Käännä
Ei sijoitusneuvontaa. Kirjoittajalla voi olla taloudellisia intressejä mainituissa instrumenteissa.

Tietoa Ana Sarda Rodrigues
Saksa
Strategia: Pitkä/Short

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