Marco Piccini
Marco Piccini @EraserRain

Performance
Tout

6.92%2026
2026
38.66%2025
2025
43.81%2024
2024
9.59%2023
2023
43.8%0%-43.8%
Discussions
Marco Piccini
Marco Piccini
Italie
12 j
Dear Copytraders, August has been a month of strong markets, but also of increasing divergence between asset classes and regions. Here is my monthly market view as we approach the end of the month. US stocks: August has been characterized by continued strength in U.S. equities, although market breadth... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
1 mo
Dear Copytraders, US stocks: July has been a month of rotation rather than broad market weakness. While the S&P 500 continues to trade close to all-time highs, technology and semiconductor stocks have come under pressure as investors questioned whether the pace of AI-related capital expenditure... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
2mo
Dear Copytraders, June has been a volatile month for equity markets. After reaching new highs earlier this quarter, investors rotated away from some of the largest AI names as concerns over stretched valuations emerged. Despite the pullback in parts of the technology sector, the broader market remained... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
3mo
Dear Copytraders, US stocks: May remained resilient despite macro uncertainty. The S&P 500 traded near record highs around 7,500+, while the Nasdaq continued to benefit from AI-driven momentum. Q1 earnings season surprised positively, with roughly 80%+ of companies beating expectations. However,... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
4mo
Dear Copytraders, US stocks: April is showing consolidation after a strong Q1. The S&P 500 is roughly flat MTD, Nasdaq slightly positive. Earnings growth expectations for Q1 remain around +6–8% YoY, with tech still leading but at a slower pace. Inflation & policy: Latest data shows CPI ~3.4%... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
5mo
Dear copytraders, as we close out March 2026, the global markets are presenting a complex puzzle for investors. The combination of geopolitical shifts in the Middle East and the latest central bank rhetoric has brought volatility back to the forefront, testing the discipline of even the most seasoned... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
6mo
Dear copytraders, February 2026 delivered a textbook sector rotation month! After the long tech-led bull run of 2025, capital rotated strongly into value stocks, financials, high-dividend names, utilities, and defensive sectors. The S&P 500 ($SPY) traded choppy and closed modestly higher (~+1.5%),... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
8mo
Dear CopyTraders, We are not even done with the first month of 2026, and the market is already showing its hand. Volatility is present, but the "V-shaped" recoveries we are seeing in the S&P 500 ($SPY) confirm that the bullish trend remains intact as the index eyes the 7,000 level. Here... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
9mo
2025 YEAR-END REVIEW: TWO YEARS OF NEAR-PERFECT CONSISTENCY: As we close the books on 2025, the data tells a story of exceptional discipline. Looking at the 1-year chart, the divergence is clear: while the S&P 500 ($SPX500) returned +12.79%, our portfolio significantly outperformed with a +36.13%... Afficher plus Traduction
Marco Piccini
Marco Piccini
Italie
10mo
Dear Copytraders, US stocks: November started positively. The $SPY (State Street SPDR S&P 500 ETF) and $NSDQ100 are both up as investors anticipate a potential year-end Fed cut. Tech is rebounding after October’s consolidation, while financials and industrials continue their steady climb. Inflation... Afficher plus Traduction

À propos de Marco Piccini
Italie
Stratégie: Multi-stratégies

Long-term investor focused on diversified, stable growth and risk-adjusted returns.
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