Daniell Wright - Popular Investor | Strategia e performance

Daniell Wright @Twistery

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

2022

2021

2020

2019

2018

70.4%0%-70.4%

Rendimento da inizio anno 9.17%

Rendimento a 2 anni 37.58%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 61.11%

Opinioni

Daniell Wright

Sud Africa

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀, I hope you are all still doing well. 𝗪𝗲𝗲𝗸𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 This was a volatile week for global equities, particularly across mega‑cap technology, with sharp moves surrounding earnings releases. Despite considerable market noise,... Mostra di più Traduci

Daniell Wright

Sud Africa

16g

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀, I hope you are all still doing well. 𝗪𝗲𝗲𝗸𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 The portfolio remained stable this week, supported by defensive positioning and large allocation to short term Treasuries. Volatility picked up across global markets,... Mostra di più Traduci

Daniell Wright

Sud Africa

18g

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀, I hope you are still doing well. The markets dropped sharply on Friday afternoon, which also affected our portfolio. I know that creates anxiety, but I want to reassure you that the portfolio is positioned for resilience. I’ve attached a snapshot... Mostra di più Traduci

Daniell Wright

Sud Africa

22g

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀, I hope you are still doing well. 𝗪𝗲𝗲𝗸𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 The portfolio was relatively steady this week, with a gain of just over 1%. Our small position in TSMC continues to compound exceptionally well, up 246.5% since adding it... Mostra di più Traduci

Daniell Wright

Sud Africa

22g

𝗔𝗯𝗼𝘂𝘁 𝗠𝗲 𝗮𝗻𝗱 𝗠𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 • CISI Level 3 qualification • 17% annualised return since 2018 • Consistent risk score of 3 • DCF-driven value in high-quality compounders 𝗠𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 I use a disciplined, DCF-driven process to identify high-quality businesses... Mostra di più Traduci

Daniell Wright

Sud Africa

26g

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 I hope you are all still doing well. I’m pleased to share that I passed my CISI Level 3 Securities exam today with a final mark of 80%. It’s a huge relief to have this behind me. Thank you for your support during the preparation period, balancing full‑time... Mostra di più Traduci

Daniell Wright

Sud Africa

1me

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 I hope you are all still doing well. Just a quick update from my side this month. Most of my free time has gone into preparing for my CISI Level 3 exam early next month, so I haven’t been able to share any detailed analysis in this month. It’s been... Mostra di più Traduci

Daniell Wright

Sud Africa

2mo

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 I hope you are all still doing well. A quick update from my side for May 2026. Over the past month, I made a series of portfolio adjustments that I believe have strengthened our long‑term positioning. 𝗧𝗿𝗶𝗺𝗺𝗶𝗻𝗴 𝗦𝗺𝗮𝗹𝗹, 𝗟𝗼𝘄-𝗖𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻... Mostra di più Traduci

Daniell Wright

Sud Africa

4mo

Dear Followers and Copiers, A quick update from my side. Due to a very heavy workload and ongoing overtime requirements, I’ve had to move my CISI Level 3 exam to July. This allows me to dedicate proper time to preparation without compromising on quality. I will be travelling over the next few days... Mostra di più Traduci

Daniell Wright

Sud Africa

4mo

𝐃𝐞𝐚𝐫 𝐅𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬 𝐚𝐧𝐝 𝐂𝐨𝐩𝐢𝐞𝐫𝐬 I hope you are still doing well and keeping safe. We continue to see supply‑chain disruptions linked to the conflict in the Middle East. Higher oil prices and concerns around potential military escalation have added uncertainty to global markets, putting... Mostra di più Traduci