Leonid Zadorozhnykh - Popular Investor | Strategia e performance

Leonid Zadorozhnykh @ProDoser

Rendimento
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2026

2025

2024

2023

2022

2021

42.0%0%-42.0%

Rendimento da inizio anno 28.36%

Rendimento a 2 anni 99.16%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 61.11%

Opinioni

Leonid Zadorozhnykh

Finlandia

439% through June. Zero public book by July 30. Leopold Aschenbrenner ran the best performing large fund on the planet this year. Ex-OpenAI, 24 years old, author of the essay that basically wrote the AI infrastructure thesis for everyone else. Net return of 439% through June 30. Assets peaked near... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

Waiting for the dip has cost more money than the dips themselves. It sounds responsible. The market is at ATH, so you wait for a better entry. Then the pullback comes in at 8% instead of the 20% you had in mind, you decide to hold out a bit longer. A few months later you are buying the same thing... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

August is running at +3.47% and the year is at +25.83%. The portfolio is back near its highs. Four weeks ago it did not look like that. July closed at -4.53% and the AI infrastructure trade was being sold hard. $MU (Micron Technology, Inc.) fell about 29% on the month. $SNDK (Sandisk Corp/DE) ... Mostra di più Traduci

Leonid Zadorozhnykh ha condiviso un post tramite @felixfallax

Regno Unito

12g

Probably THE BEST post on copy trading. Thanks for taking the time @felixfallax 🤝 Traduci

@felixfallax

Regno Unito

12g

Common Copy Trading Misconceptions Over the past few years, I have not seen anyone (including myself) who has managed to generate consistent, risk adjusted, market beating returns via copy trading. Instead of blaming the person being copied, let’s look at our own psychology and biases. 1 – Copying... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

14g

A $45 billion hedge fund lost 75% of its value in July. I lost 4.53%. We were holding similar things. Memory, power, data centers. Assets like $MU (Micron Technology, Inc.) and $NBIS (Nebius Group NV) The difference was that they used 4x leverage and were super concentrated in the AI, and I did not. That... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

15g

Last week gave us something strange to look at. $GOOG (Alphabet) reported record numbers and the stock fell more than 4%. $AMZN (Amazon.com Inc) reported a week later and jumped 10%. Both companies said roughly the same thing: demand for AI cloud is enormous, and we are raising how much we spend to... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

16g

I woke up this morning and the screen was so green I had to shield my eyes. My portfolio recovered 4.5% yesterday in a single session. Pre market today is adding another 1.2% to it. After a month of red mornings this feels great, and I want to explain exactly what happened, because the move was not... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

17g

Record profits everywhere. Red screens everywhere. Both are true and only one of them is news. $SMSN.L (Samsung Electronics Co Ltd - GDR) recently posted the largest quarterly operating profit in the history of the technology sector, around 89.4 trillion won, roughly 19 times last year. The stock is... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

18g

On Monday more than a trillion dollars vanished from US stocks, and over half of it came out of six memory chip companies. My portfolio took the hit. I did not sell anything. Two headlines caused it. China began producing its own DUV chipmaking machines, the tools ASML has dominated for twenty years.... Mostra di più Traduci

Leonid Zadorozhnykh

Finlandia

23g

A note to my copiers and followers If you copy me, this week probably looked ugly on your screen. Even though portfolio grew +0.9%. Let me show you what I was actually looking at. Stocks fell, oil pushed back toward $100 on the Iran conflict, and everyone started talking about an AI bubble again.... Mostra di più Traduci