Dante Loi
Dante Loi @DanteLoi

Rendimento
Tutti

7.30%2026
2026
33.97%2025
2025
16.56%2024
2024
29.31%2023
2023
-21.04%2022
2022
7.54%2021
2021
2.56%2020
2020
34.0%0%-34.0%
Opinioni
Dante Loi
Dante Loi
Spagna
23g
Modificato
๐–๐„๐„๐Š๐‹๐˜ ๐‘๐„๐๐Ž๐‘๐“ - ๐€๐”๐†๐”๐’๐“ ๐Ÿ๐Ÿ–, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” Another quiet week on the operations side. No trades, no rebalancing, no new positions. The portfolio stays at 63 instruments across 27 countries, exactly where I left it after the last addition in late July. The markets did the work this month,... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
1me
Nice addition to StockStudio by @JFKinvestor, Now you can create visuals like the one below with extreme ease. Pie charts like this give you an immediate glance at the diversification of a portfolio. When you see a chart with substantially uneven slices, that is a red flag for concentrated bets and... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
1me
Modificato
๐–๐„๐„๐Š๐‹๐˜ ๐‘๐„๐๐Ž๐‘๐“ - ๐‰๐”๐‹๐˜ ๐Ÿ๐Ÿ–, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” This week I added a small starter position in Samsung Electronics $SMSN.L (Samsung Electronics Co Ltd - GDR), the South Korean memory chip and consumer electronics giant. It is a modest opening stake at about 0.65% of the portfolio, so the impact is... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
2mo
๐–๐„๐„๐Š๐‹๐˜ ๐‘๐„๐๐Ž๐‘๐“ - ๐‰๐”๐‹๐˜ ๐Ÿ๐Ÿ, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” This week was steady with zero portfolio changes. Markets experienced turbulence as tech and semiconductor stocks pulled back ahead of major earnings, while oil prices rebounded on geopolitical tension in the Middle East. Cooling June CPI numbers brought... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
2mo
Modificato
๐–๐„๐„๐Š๐‹๐˜ ๐‘๐„๐๐Ž๐‘๐“ - ๐‰๐”๐‹๐˜ ๐Ÿ๐Ÿ’, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” No trades, no rebalancing, no changes to the portfolio this week. The 62 instruments across 27 countries are exactly where I left them after the June 30 rebalance. Some weeks are for action. Some weeks are for sitting still and letting the structure... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
2mo
WEEKLY REPORT - JULY 7, 2026 Today the portfolio is down about 2%. If you opened the app and saw red, I get it, it does not feel good. This drop comes as chip stocks led a sharp pullback across the market, with investors worried that the huge spending on artificial intelligence might be priced too richly,... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
2mo
๐—ช๐—˜๐—˜๐—ž๐—Ÿ๐—ฌ ๐—ฅ๐—˜๐—ฃ๐—ข๐—ฅ๐—ง - ๐—๐—จ๐—ก๐—˜ ๐Ÿฏ๐Ÿฌ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐€ ๐‘๐„๐๐€๐‹๐€๐๐‚๐„ ๐–๐„๐„๐Š: ๐’๐Ž๐…๐“๐–๐€๐‘๐„ ๐Ž๐”๐“, ๐’๐ˆ๐‹๐ˆ๐‚๐Ž๐ ๐€๐๐ƒ ๐Œ๐ˆ๐๐„๐‘๐€๐‹๐’ ๐ˆ๐ No market recap this week. This one is about the portfolio itself, because I spent the week doing something I do rarely. I rebalanced. The short version... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
3mo
Keep Calm It is completely natural to feel the urge to react when the market dips, but making emotional choices during short-term drops is the quickest way to disrupt your progress. Daily market fluctuations are standard variance, not a systemic crisis, and the market has historically moved through... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
3mo
๐–๐„๐„๐Š๐‹๐˜ ๐‘๐„๐๐Ž๐‘๐“ - ๐‰๐”๐๐„ ๐Ÿ๐Ÿ”, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” Last week's rout reversed this week. Washington and Tehran announced a peace deal, with the memorandum set to be signed Friday in Switzerland and the Strait of Hormuz reopening. Oil fell back about 5 percent to near 80 dollars and the mood flipped... Mostra di piรน Traduci
Dante Loi
Dante Loi
Spagna
3mo
๐–๐„๐„๐Š๐‹๐˜ ๐‘๐„๐๐Ž๐‘๐“ - ๐‰๐”๐๐„ ๐Ÿ—, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” I made no trades this week. When markets lurch, a portfolio spread across 27 countries and 18 sectors does not need daily steering. Different parts absorb pressure at different times, and this week that mechanism was on full display. Friday brought... Mostra di piรน Traduci

Informazioni Dante Loi
Spagna
Strategia: Quant

Quant investor based in the ๐Ÿ‡ช๐Ÿ‡บ, focusing on global ๐ŸŒ diversification and enabling tech.
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