Victor Pedersen - Popular Investor | Strategia e performance

Victor Pedersen @Miyoshi

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

2022

2021

2020

2019

103.3%0%-103.3%

Rendimento da inizio anno -6.34%

Rendimento a 2 anni 30.94%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 59.26%

Opinioni

Victor Pedersen

Danimarca

19g

Hi everyone, Update on $ROKU (Roku Inc) following the FY 2025 results and the 2026 operational outlook. The fiscal year 2025 results show that Roku has reached a critical fundamental inflection point. The business model has successfully decoupled from hardware dependency. Total net revenue reached $4.737... Mostra di più Traduci

Victor Pedersen

Danimarca

19g

Hi everyone, Here's an update on $UBI.PA (Ubisoft Entertainment SA) following the Q3 earnings report and the strategic realignment. The release of the Q3 2025-26 financial report on February 12 has exposed a profound divergence between retail market sentiment and institutional valuation. While... Mostra di più Traduci

Victor Pedersen

Danimarca

Portfolio Strategy Q&A For the benefit of all copiers, I have detailed the most common questions regarding the portfolio below. Website: miyotrade.com X: twitter.com/Miyotrade Q: Is it a good time to start copying you now? A: The best time to start copying is often now, provided you approach it with... Mostra di più Traduci

Miyo (@Miyotrade) on X

x.com

Victor Pedersen

Danimarca

Hi everyone, I want to share an update on how I am positioning the portfolio for the year ahead. As we start 2026, my focus remains on resilience without sacrificing the big wins. Some of you might see the heavy weight in short-term bonds and wonder if I am being too cautious, but there is a specific... Mostra di più Traduci

Victor Pedersen

Danimarca

Hi everyone, As we wrap up the year, I want to thank you all for being part of this journey. I am already looking ahead to 2026 with a clear focus. Starting in early January, I will share a detailed breakdown of my strategy for the year ahead. I plan to outline exactly how our portfolio will be positioned... Mostra di più Traduci

Victor Pedersen

Danimarca

Hi everyone, I wanted to share an update on $UBI.PA (Ubisoft Entertainment SA) (Ubisoft Entertainment SA) because the market seems to be mispricing the stock right now. After looking closer at the post-deal numbers, I believe there is a major disconnect between the trading price and the actual balance... Mostra di più Traduci

Victor Pedersen

Danimarca

Hi everyone, The market has been showing some interesting resilience lately. Despite the tech sector taking a breather in November and the ongoing debate around AI profitability, we're seeing capital rotate rather than leave the market entirely. It feels like a holding pattern while investors wait... Mostra di più Traduci

Victor Pedersen

Danimarca

Hi everyone, quick update here. So, the Fed just cut rates again, this time by a quarter point, bringing them down to around 3.75% to 4%. Inflation is still a bit above target and the job market’s starting to cool, so the Fed is trying to ease conditions without reigniting inflation. They’ve hinted this... Mostra di più Traduci

Victor Pedersen

Danimarca

Hi everyone, The portfolio is slowly ticking forward, and we are in a great, flexible spot. The market has been on a wild run lately, especially in tech and AI, but it still feels like a lot of the rally is being propped up. Valuations are high and some metrics haven't been this stretched since the... Mostra di più Traduci

Victor Pedersen

Danimarca

Hi everyone, The $SPX500 and $NSDQ100 continue to trade at elevated valuations. The Shiller CAPE ratio for the S&P remains far above its historical average, which signals that the outlook for long-term returns over the next decade is restrained. With that in mind, the portfolio remains positioned... Mostra di più Traduci