A quick note for my 🇬🇧 𝗨𝗞 𝗰𝗼𝗽𝗶𝗲𝗿𝘀. I’ve noticed that Bitcoin (BTC) may not be appearing in some of your copied portfolios.
I’ve checked this with eToro, and due to FCA requirements, UK users need to complete both the 𝗖𝗿𝘆𝗽𝘁𝗼 𝗔𝗽𝗽𝗿𝗼𝗽𝗿𝗶𝗮𝘁𝗲𝗻𝗲𝘀𝘀 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁 and 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿... Vis flere Oversett
Hi copiers,
Markets remain caught between two competing forces: resilient economic activity and growing evidence that the US labour market is cooling. The Federal Reserve kept rates at 3.5% to 3.75% at its July meeting, noting that economic activity remained solid while inflation was still above target.... Vis flere Oversett
Hi copiers,
Over the past month, US equity markets have continued to be driven by optimism around artificial intelligence, resilient corporate earnings and expectations that monetary policy could become more accommodative later this year. At the same time, investors have become more selective, with... Vis flere Oversett
Hi copiers,
The U.S. market has been balancing optimism with caution. Investors have continued to focus on inflation, interest rates and the Federal Reserve’s tone, especially after the latest Fed meeting kept attention on whether rates may need to stay higher for longer. This has affected sentiment... Vis flere Oversett
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲
This month I made an important change to the portfolio. I exited Adobe, eToro, PayPal and Netflix as I believe the broader market has become increasingly expensive, with many quality companies now priced for very optimistic outcomes. These are businesses... Vis flere Oversett
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲
Hi everyone,
A quick update on the portfolio and the thinking behind the changes I’ve made over the past month.
Yesterday I decided to exit ADBE, ETOR, NFLX and PYPL for now, as I currently see $BRK.B (Berkshire Hathaway Inc) as a much more undervalued... Vis flere Oversett
Hey everyone, here’s a quick update on the portfolio and the broader market over the last month.
The general market has become a lot more cautious lately. The ongoing war resulting in higher oil prices, inflation concerns, and a more uncertain rate outlook have added a lot of pressure on $NSDQ100. The... Vis flere Oversett
Hi everyone, hope you’re doing well.
Here’s the monthly check in covering the last few weeks across the portfolio and the broader market.
𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲
The $QQQ (Invesco QQQ) and $SPX500 have had a choppier stretch recently as investors juggle two big narratives at once: cooling... Vis flere Oversett
Hi everyone!
Here is our quick monthly check in covering our portfolio and the overall picture for the $NSDQ100 and the $SPX500.
I am keeping it tight and focused on catalysts, tailwinds, and any watch outs.
$PYPL (PayPal Holdings)
Two fresh product moves stood out. First, PayPal Ads debuted Transaction... Vis flere Oversett
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲
Hey everyone, quick check in on the portfolio and the market over the last month.
𝗠𝗮𝗿𝗸𝗲𝘁 𝘀𝗻𝗮𝗽𝘀𝗵𝗼𝘁
The $SPX500 and $NSDQ100 spent late December near highs as investors weighed cooling inflation, an eventual Fed cutting... Vis flere Oversett
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