SUBJETC: Low Overlap, High Diversification: Why Combining Strategies Matters More Than You Think --> me vs @triangulacapital
I ran an interesting test today using a new tool shared by @marcocecili, and the results gave me a very clear insight into portfolio overlap and true diversification.
I... Afficher plus Traduction
SUBJECT: 🚨 Mega IPOs ahead: a (silent) risk for the market?
In the coming months, we could witness something quite rare: a concentration of massive IPOs within a very short timeframe.
SpaceX now appears to be in the final stages of its process, with a potential listing already between June and July... Afficher plus Traduction
OGGETTO: Mega IPO in arrivo: un rischio (silenzioso) per il mercato?
Nei prossimi mesi potremmo assistere a qualcosa di molto raro: una concentrazione di IPO gigantesche nello stesso arco temporale. SpaceX sembra ormai nella fase finale del processo, con una possibile quotazione già tra giugno e luglio... Afficher plus Traduction
Subject: Market Update
Dear investors,
The week closed on a positive note for the portfolio, in line with the strength shown by major equity indices. Nevertheless, we continue to maintain a cautious approach.
On the macro side, $OIL prices experienced significant volatility: initially declining following... Afficher plus Traduction
SUBJECT: Community Update | Focus on Copiers Performance
Dietro ogni numero c’è una strategia, ma soprattutto una comunità che cresce nel tempo.
📅 Media durata di copia: 233 giorni
📈 Redditività copiatori: 95%
Questi dati raccontano molto più di una singola settimana di performance.
- 233 giorni... Afficher plus Traduction
SUBJECT: Weekly Performance Update | May 04–08
Dear Investors,
as anticipated, here we are with the usual weekly update on the portfolio performance.
🔹 Weekly Performance: +4.53%
A very solid week, with performance outperforming most global equity indices.
The result was mainly driven by Technology... Afficher plus Traduction
SUBJECT: Weekly Performance Update | May 04–08
Gentili investitori,
come anticipato, rieccoci con il consueto aggiornamento sull’andamento settimanale del portafoglio.
🔹 Performance settimanale: +4,53%
Settimana molto solida, con una performance superiore alla maggior parte degli indici globali.
Il... Afficher plus Traduction
SUBJECT: Market Momentum Returns as Technology Takes the Lead
Quella appena conclusa è stata una settimana positiva per i mercati azionari, con un clima decisamente più costruttivo rispetto alle settimane precedenti. Ma, come spesso accade, non tutti i settori e gli stili si sono mossi allo stesso modo:... Afficher plus Traduction
Oggetto: Dietro le quinte del rimbalzo di Wall Street
Negli ultimi mesi si è parlato soprattutto di guerre, tensioni geopolitiche e rischi globali. Eppure, mentre l’attenzione era tutta lì, Wall Street ha messo a segno uno dei migliori mesi degli ultimi anni.
Ma attenzione: non è stata una festa per... Afficher plus Traduction
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Thu May 21 2026 09:48:56 GMT+0000 (Coordinated Universal Time)