Guillaume Le Nezet - eToro Popular Investor

Guillaume Le Nezet @William_bzh

Tuottavuus
0% Tuotto
Kaikki

2025

2024

2023

2022

36.2%0%-36.2%

Tuotto vuoden alusta 10.14%

Tuotto 2 vuotta 80.17%

Keskim. riskipisteet (viimeiset 7 pv)

Kannattavat viikot 64.81%

Keskustelut

Guillaume Le Nezet

Ranskasta

1 kk

📉 A Short-Term Dip, a Long-Term Conviction Last week, the portfolio went through a notable correction, partly due to $Duolingo and growing concerns around translation glasses, which some fear could reduce people’s motivation to learn foreign languages — despite the company delivering excellent results. ⸻ 💬... Näytä enemmän Käännä

Guillaume Le Nezet

Ranskasta

1 kk

💬 Portfolio update: from Alexandria to $CI (Cigna Group) Colgate-Palmolive 🧠➡️🪥 With markets near record highs, I’ve chosen to add a layer of protection to my portfolio — rotating out of Alexandria Real Estate (ARE) and into Colgate-Palmolive (CL). Alexandria remains a quality REIT with strong life-science... Näytä enemmän Käännä

Guillaume Le Nezet

Ranskasta

2 min

💼 New portfolio positioning into REITs (40%) $GFC.PA (Gecina) $VNA.DE (Vonovia SE) $ARE (Alexandria Real Estate Equities Inc) $PLD (Prologis Inc) Most portfolios — especially on eToro — have been in the green since 2023, driven by the rebound in tech and the AI wave. But this cycle won’t last forever.... Näytä enemmän Käännä

Guillaume Le Nezet

Ranskasta

2 min

Muokattu

🚀 $AMD (Advanced Micro Devices Inc) — My Strongest Conviction is Paying Off! AMD has been my largest position by far and top conviction, and today it delivers. OpenAI just announced a strategic partnership to deploy 6 GW of AMD Instinct GPUs, starting with the MI450 in 2026. This deal positions AMD... Näytä enemmän Käännä

Guillaume Le Nezet

Ranskasta

3 min

🍄 vs 📈 Mushroom Picking vs Stock Picking Sunday’s adventure: I went mushroom hunting in the forest. Some were rare, some were common… and some were just plain risky. Sound familiar? Yes, just like picking stocks: • 🍄 Some mushrooms are hidden gems. • 🍄 Some are overhyped. • 🍄 Some will make... Näytä enemmän Käännä

Guillaume Le Nezet

Ranskasta

3 min

💡 Fear Creates Opportunity: Lessons from $ADBE (Adobe Systems Inc) Adobe, $DUOL (Duolingo) Duolingo & $NVO (Novo-Nordisk A/S SPONS ADR) Novo Nordisk Some of the biggest gains happen when the market is scared. Here’s how I think about it: 1️⃣ Adobe: The Moat Wins 🖌 Headlines say: “AI tools like... Näytä enemmän Käännä

Guillaume Le Nezet

Ranskasta

3 min

Muokattu

🛍️ Spreadsheets don’t always capture brand power Markets are efficient. Everyone has the same data, the same dashboards, the same models. Picking winners only from numbers is harder than ever. What often gets missed: Testing the product yourself. Listening to customers directly. Observing how... Näytä enemmän Käännä

Guillaume Le Nezet

Ranskasta

3 min

Beat the market $SPY (SPDR S&P 500 ETF) – that's my only goal. According to SPIVA surveys, over 90% of fund managers fail to do this. Why? Is it because they lack intelligence or access to the right resources? Not at all. These professionals are highly skilled and well-equipped. The main reason... Näytä enemmän Käännä