Moric Kocsa Pillmann - Popular Investor

Moric Kocsa Pillmann @MoricPortfolio

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

2022

31.5%0%-31.5%

Rendimento da inizio anno 20.81%

Rendimento a 2 anni 51.32%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 51.85%

Opinioni

Moric Kocsa Pillmann

Ungheria

👀Excellent week - we closed +6.4%, clearly outperforming both benchmarks. The $SPX500 was up ~3.4%, while the $NSDQ100 rose ~5.1%. Markets broke out of their summer trading range to fresh record highs. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤: 🚀𝐁𝐢𝐠 𝐭𝐞𝐜𝐡 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

12g

👀Flat week - we closed at 0.0%. The $SPX500 finished ~+0.3%, while the $NSDQ100 was down ~-0.5%. Worth noting: the semiconductor index $SOXX (iShares Semiconductor ETF ) finished ~-5.0% down - so despite our tech-concentrated exposure and increased tech holdings, we still outperformed the major tech... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

19g

👀This week's story was AI capex fear, not only geopolitics. We closed -0.7%, outperforming both benchmarks. The $SPX500 fell ~-1.0% and the $NSDQ100 dropped ~-2.6%. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤: 🌍𝐆𝐞𝐨𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐬 𝐚𝐧𝐝 𝐫𝐚𝐭𝐞𝐬 - 𝐬𝐭𝐢𝐥𝐥... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

27g

👀Tough week - we closed -5.0%, underperforming both benchmarks due to our heavier semiconductor exposure with a rough week for the sector. The $NSDQ100 returned ~-3.0%, while the $SPX500 finished ~-1.2%. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤: 🌍𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐦𝐚𝐫𝐤𝐞𝐭... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

1me

👀Solid week - we returned +2.2%, outperforming both benchmarks. The $SPX500 returned ~+0.9%, while the $NSDQ100 finished ~+0.8%. Headlines were split between renewed Iran tensions and the ongoing AI trade - markets mostly chose to focus on the latter. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

1me

👀Weaker week this time; we returned +0.5%, underperforming both benchmarks. The $SPX500 returned ~+2.3%, while the $NSDQ100 finished ~+1%. The underperformance is mostly due to semiconductors - $SOXX (iShares Semiconductor ETF ) dropped ~-5.7% this week. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

2mo

Hello hello, Short update again (sorry, I promised a longer one but all my plans got flipped over by the heatwave in Europe delaying/cancelling my journeys - let’s stay strong💪🏻) The portfolio did ~-4.8% vs the ~-4.6% of the $NSDQ100 and the ~-2.0% of the $SPX500 . We are swinging more due to our... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

2mo

Hi All, This will be a super short update; I had a hectic weekend due to some personal reasons. The portfolio gained ~3.2% this week - quite a good return vs. the ~1.2% of the $SPX500 $VOO (Vanguard S&P 500 ETF) and aligned with the $NSDQ100 $QQQ (Invesco QQQ) . Hope you all had a lovely weekend.... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

2mo

👀Another eventful week behind us. We finished around +1.4%, outperforming both benchmarks. For context, the $SPX500 returned ~-0.1% this week, while the $NSDQ100 finished around ~+0.5%. Markets were largely flat, but the biggest IPO in history stole the entire spotlight. ⚠️𝐒𝐨𝐦𝐞 𝐧𝐨𝐭𝐚𝐛𝐥𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬... Mostra di più Traduci

Moric Kocsa Pillmann

Ungheria

2mo

👀Another rough week behind us, with markets selling off sharply after the stronger-than-expected jobs report, investors reassessing interest rate implications. We returned around -3.7% outperforming the $NSDQ100 (~-4.4%) while the $SPX500 returned ~-2.6%. ⚠️𝐓𝐨𝐩 𝟑 𝐤𝐞𝐲 𝐭𝐡𝐞𝐦𝐞𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞... Mostra di più Traduci