Michael Pearcy
Michael Pearcy @MichaelPearcy

Rendimento
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29.26%2025
2025
62.47%2024
2024
7.30%2023
2023
62.5%0%-62.5%
Michael Pearcy
Regno Unito
📈 November Portfolio Update 📈 This month we added positions in $MA (Mastercard) and $V (Visa) — boosting our exposure to the payments sector that continues benefiting from resilient consumer spending and transaction volume trends. Both companies recently reached a landmark settlement to resolve long‑running... Mostra di più Traduci
Michael Pearcy
Regno Unito
Another target hit! Although the fund originally got to $140000 , I had to withdraw $ 80000 for another investment. I gave myself the mental target of getting back to six figures. I wish I could have kept the funds original size as I would have made more money but investing is about personal circumstances,... Mostra di più Traduci
Michael Pearcy
Regno Unito
📊 October Portfolio Update 📊 As of late October, the portfolio is up +31.55% YTD, continuing to outperform broader benchmarks. Our core holdings in $AAPL (Apple) $MSFT (Microsoft) $GOOG (Alphabet) $META (Meta Platforms Inc) $NVDA (NVIDIA Corporation) and $CRM (Salesforce Inc) have provided consistent... Mostra di più Traduci
Michael Pearcy
Regno Unito
Modificato
📈 Monthly Market & Portfolio Update 📈 Between August and September, markets have shown signs of cautious optimism—but also underlying fragility. A senior Fed official warned against rushing into multiple rate cuts amid persistent inflation, adding to uncertainty in interest‑rate sensitive sectors.... Mostra di più Traduci
Michael Pearcy
Regno Unito
August Portfolio Update ✅ Year to Date + 30.5% ✅ 2Yr Performance 127.5% • China-focused holdings are rallying, buoyed by the extension of the US–China tariff truce for another 90 days and optimism for further progress toward an agreement. Key markets are responding with strength as negotiations remain... Mostra di più Traduci
Michael Pearcy
Regno Unito
📊 July Portfolio Update 📊 Year-to-date performance is now at +28.5%, driven by strength across both core and satellite positions. Our China-focused investments ($FXI. $9618.HK (JD.com Inc) $0700.HK (Tencent) $03690.HK (Meituan Class B) $00175.HK (Geely Automobile Holdings Ltd) $823.HK (Link... Mostra di più Traduci
Michael Pearcy
Regno Unito
Steady wins the race - small Increases lead to large gains across the year.- 26% gains in 2025 (so far) $NFLX (Netflix, Inc.) $META (Meta Platforms Inc) $GOOG (Alphabet) $MSFT (Microsoft) $ACHR (Archer Aviation Inc) $EH (EHang Holdings Ltd-ADR) Traduci
Michael Pearcy
Regno Unito
📊 July Portfolio Strategy Update 📊 My strategy remains core-satellite. Core positions include US tech and diversified ETFs: $AAPL (Apple) $MSFT (Microsoft) $GOOGL (Alphabet Inc Class A) $META (Meta Platforms Inc) $NFLX (Netflix, Inc.) $NVDA (NVIDIA Corporation) $CRM (Salesforce Inc) $AOA (iShares... Mostra di più Traduci
Michael Pearcy
Regno Unito
Modificato
📢 Weekly Portfolio Update for My Copiers As we move toward the end of this trading week, I want to highlight three key points influencing my recent positioning: 1️⃣ Geopolitical Tensions = Risk-Off Mood With the escalation in Middle East tensions — particularly Israel’s recent bombing of Iran — I... Mostra di più Traduci
Michael Pearcy
Regno Unito
Trump 🏛️
100.00%
Musk 🚘 🚀
100.00%
Don’t care 🤷‍♂️
100.00%

Informazioni Michael Pearcy
Regno Unito
Strategia: Multi-strategia

Long Term 📈| Low Risk 🌱 | + 137% 2Yr ✅ 💡 Growth from undervalued sectors 💡
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10 Copiatori
448 Follower