Alberto Persello
Alberto Persello @AlbertoPersello

Rendimento
Tutti

9.21%2026
2026
24.09%2025
2025
4.27%2024
2024
8.09%2023
2023
-12.32%2022
2022
11.70%2021
2021
36.98%2020
2020
22.56%2019
2019
37.0%0%-37.0%
Alberto Persello
Dear all In the last month different important data came in, such as: - ECB maintaining interest rate at 4.50% - Fed maintaining interest rate at 5.50% - Easing inflation in Europe at 2.6% - Stubborn inflation in the US at 3.2% - Us economy still strong with increased GDP and less jobless claims - UK... Mostra di piรน Traduci
Alberto Persello
Dear team has been a while since the last update Although not posting much I have been following markets on a daily basis and saw how inflation/economy drama unfolded. As per last data inflation came a bit stubborn above expectations (around 3.1 YoY%) and PPI for the month also higher (0.3%). At... Mostra di piรน Traduci
Alberto Persello
Dear investors ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ ๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™„๐™ฃ ๐™ฃ๐™ช๐™ข๐™—๐™š๐™ง๐™จ ๐Ÿ”ต +๐Ÿด.๐Ÿฌ๐Ÿต% ๐™”๐™๐˜ฟ 2023 ๐Ÿ”ต +๐Ÿฒ๐Ÿณ.๐Ÿฌ๐Ÿญ% total return between 2019 and 2023 ๐Ÿ”ต Average ๐™๐™ž๐™จ๐™  ๐Ÿฏ ๐Ÿ”ต -10.52% max yearly drawdown ๐Ÿ”ต ๐˜ผ๐™ซ๐™š๐™ง๐™–๐™œ๐™š ๐™ฎ๐™š๐™–๐™ง๐™ก๐™ฎ ๐™ง๐™š๐™ฉ๐™ช๐™ง๐™ฃ ๐Ÿญ๐Ÿฏ% Get a diversified portfolio with... Mostra di piรน Traduci
Alberto Persello
Hello team quick takeaway from this busy week: - ๐™‹ ๐˜ฝ๐™–๐™ฃ๐™  ๐™ค๐™› ๐˜พ๐™๐™ž๐™ฃ๐™– ๐™‡๐™ค๐™–๐™ฃ ๐™‹๐™ง๐™ž๐™ข๐™š ๐™๐™–๐™ฉ๐™š remained unchanged at 3.45% - ๐™€๐™ช๐™ง๐™ค๐™ฅ๐™š๐™–๐™ฃ ๐™ข๐™–๐™ฃ๐™ช๐™›๐™–๐™˜๐™ฉ๐™ช๐™ง๐™ž๐™ฃ๐™œ ๐™–๐™ฃ๐™™ ๐™จ๐™š๐™ง๐™ซ๐™ž๐™˜๐™š๐™จ ๐™‹๐™ˆ๐™„ remain in contraction zone (below 50), although manufacturing was better than expected -... Mostra di piรน Traduci
Alberto Persello
Hello team This week highlights will be: - ๐™€๐˜พ๐˜ฝ ๐™ž๐™ฃ๐™ฉ๐™š๐™ง๐™š๐™จ๐™ฉ ๐™ง๐™–๐™ฉ๐™š ๐™™๐™š๐™˜๐™ž๐™จ๐™ž๐™ค๐™ฃ (on Thursday 25 Jan) which is supposed to old steady rates at 4.50%, - ๐™๐™Ž ๐™Ÿ๐™ค๐™—๐™ก๐™š๐™จ๐™จ ๐™˜๐™ก๐™–๐™ž๐™ข๐™จ and ๐™๐™Ž ๐™‚๐˜ฟ๐™‹ Q4 (also Thursday) - ๐™๐™Ž ๐™˜๐™ค๐™ง๐™š ๐˜พ๐™‹๐™€ ๐™ž๐™ฃ๐™™๐™š๐™ญ (on Friday 26 Jan) With a good start... Mostra di piรน Traduci
Alberto Persello
Hello investors markets are taking a break from recent rally and that's WHY Last week the ๐™ž๐™ฃ๐™›๐™ก๐™–๐™ฉ๐™ž๐™ค๐™ฃ ๐™ž๐™ฃ ๐™ฉ๐™๐™š ๐™๐™จ came higher than expected (with an increase of 3.4% YoY (vs 3.2% expected), while jobless claims was lower (202k vs 210k forecast). additionally, ๐™๐™Ž ๐™‹๐™‹๐™„ (price of products)... Mostra di piรน Traduci
Alberto Persello
๐Ÿ”ฅ Hot hot hot ๐Ÿ”ฅ the US economy is still hot with ๐™–๐™ซ๐™š๐™ง๐™–๐™œ๐™š ๐™๐™ค๐™ช๐™ง๐™ก๐™ฎ ๐™š๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ stable at 0.4% vs 0.3% expected, ๐™ฃ๐™ค๐™ฃ๐™›๐™–๐™ง๐™ข ๐™ฅ๐™–๐™ฎ๐™ง๐™ค๐™ก๐™ก๐™จ at 216k (an increase from 173k and vs 170k expected - data for November was revised lower to show payrolls rising 173,000 instead of 199,000)... Mostra di piรน Traduci
Alberto Persello
Eurozone and services PMI remain in contractions levels Although they resulted over expectations (๐™€๐™ช๐™ง๐™ค๐™ฏ๐™ค๐™ฃ๐™š ๐™จ๐™š๐™ง๐™ซ๐™ž๐™˜๐™š๐™จ ๐™–๐™ฉ ๐Ÿฐ๐Ÿด.๐Ÿด ๐™ซ๐™จ ๐Ÿฐ๐Ÿด.๐Ÿญ ๐™–๐™ฃ๐™™ ๐™˜๐™ค๐™ข๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™š ๐™–๐™ฉ ๐Ÿฐ๐Ÿณ.๐Ÿฏ๐Ÿฒ ๐™ซ๐™จ ๐Ÿฐ๐Ÿณ.๐Ÿฌ) they are still below the 50 level which might suggest economy is lagging recovery. While... Mostra di piรน Traduci
Alberto Persello
Hello investors despite the market trouble we continue to be confident for the mid and long term, and a decent pulldown was expected after the end of the year rally. Recent data showed how manufacturing data remained in contraction zone (although slightly better than expected) while job openings were... Mostra di piรน Traduci
Alberto Persello
Hello everyone we are going to kick off 2024 with some important data this week! ๐™ˆ๐™ค๐™ฃ๐™™๐™–๐™ฎ China Manufacturing PMI (Dec) ๐™Š๐™๐™ lower than expected ๐™๐™ช๐™š๐™จ๐™™๐™–๐™ฎ China Caixin Manufacturing PMI (Dec) ๐™Š๐™๐™ higher than expected S&P Global US Manufacturing PMI (Dec) ๐™’๐™š๐™™๐™ฃ๐™š๐™จ๐™™๐™–๐™ฎ โญ US... Mostra di piรน Traduci

Informazioni Alberto Persello
Polonia
Strategia: Valore

Total return 2019-2025: approx 89% Expected annual avg. return: 12 - 15% Read bio for info
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