Dear investors,
Happy New Year – 2026 has certainly started with a lot going on.
We’ve already seen a number of geopolitical and macro events this year: tensions involving Venezuela and Iran, a criminal case opened against the Fed Chair that briefly brought impartiality into question (and was quickly... Vis flere Oversett
Portfolio performance
Dear investors,
We head into the weekend with the portfolio flat on the day so far. This week, the market moved lower for four consecutive days before breaking the trend on Thursday, rebounding on the back of lower inflation data.
In December, we’re up +1.4%, taking our YTD performance... Vis flere Oversett
Just an update to show my 2025 recap (so far!)
Reaching the most copied investor on the platform, +36K copiers, +$300M AUC and we beat the market by +36.7% - what a year !
Thank you all for the support,
TJ... Vis flere Oversett
Market summary
Dear investors,
We’re starting the week with markets relatively flat. Since November, we’ve seen a gradual recovery following the tech and AI sell-off, with prices slowly inching higher.
Looking ahead, we have payroll figures released on Tuesday, which were delayed due to the government... Vis flere Oversett
Subject: Portfolio performance
Dear investors,
As we enter the final month of the year the portfolio continues to hold up well despite the November pullback.
We finished November down 2.8 percent, bringing YTD performance to +49.2 percent. December is flat so far.
For context the wider market ended... Vis flere Oversett
Market update
Dear investors
We continue to see the portfolio recover from November’s lows as broader markets rebound from the recent sell off.
This week brings a rise in geopolitical headlines – including developments in Venezuela and early discussions around potential Ukraine/Russia peace talks... Vis flere Oversett
Subject: Market recap and what I’m watching next week
Dear investors,
This week the market jitters have continued, with the portfolio moving -3.7% lower. That brings our YTD performance to +41.1%. In comparison, the wider markets are down -2.2% on the week and sit at +12.8% YTD. We’re still ahead of... Vis flere Oversett
Dear investors,
The past weeks have been centred on navigating the volatility and positioning the portfolio. Now that the market is showing some signs of steadiness, I’d like to provide a fuller update with my views.
Year to date the portfolio is up +42.4%, with November currently down -6.9% after... Vis flere Oversett
Subject: Market Update
Dear investors,
Markets moved lower over the past week without any clear fundamental driver. This appears to be a short-term pullback, largely driven by stretched AI valuations and further amplified by a well-known “Big Short” investor announcing a short position on social media.
Separately,... Vis flere Oversett
Weekly Market Recap – Live from the eToro Summit, Cyprus 🇨🇾
Dear investors,
I’ve been at the eToro Popular Investor Summit this week in Cyprus – always great to connect with investors and discuss market outlooks heading into year-end.
Markets have been moving higher on improved US-China relations,... Vis flere Oversett
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Wed Jan 14 2026 10:10:00 GMT+0000 (Coordinated Universal Time)