Stewart Fitzell – eToro Popular Investor

Stewart Fitzell @defense_investor

Prestaties
0% Rendement
Alles

2026

2025

2024

2023

32.8%0%-32.8%

Rendement YTD -5.27%

Rendement 2J 64.6%

Gemiddelde risicoscore (laatste 7D)

Winstgevende weken 61.82%

Discussies

Stewart Fitzell

Ierland

𝗠𝗮𝗿𝗸𝗲𝘁 & 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 The Arabian / Persian Gulf geopolitical crisis / war has escalated further, with the Trump setting a hard deadline for Iran to reopen the Strait of Hormuz and threatening strikes on key infrastructure if it isn’t met by 2am Central European Time tonight.... Meer weergeven Vertalen

Stewart Fitzell

Ierland

18d

𝗠𝗮𝗿𝗸𝗲𝘁 & 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗙𝗿𝗼𝗺 𝗦𝗵𝗼𝗰𝗸 𝘁𝗼 𝗥𝗲𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝗧𝗟;𝗗𝗥 / 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 We’ve moved from the initial shock phase of the Iran conflict into a phase where markets are starting to price the real economic impact. Oil and gas remain elevated, pushing markets... Meer weergeven Vertalen

Stewart Fitzell

Ierland

25d

𝗠𝗮𝗿𝗸𝗲𝘁 & 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝗵𝗼𝗰𝗸 𝗕𝗲𝗶𝗻𝗴 𝗠𝗶𝘀𝗽𝗿𝗶𝗰𝗲𝗱 TLDR: Markets are treating the Gulf oil crisis as temporary, but I believe its longer-term effects, particularly on inflation, supply chains, and food, are being underestimated. I’ve adjusted portfolio... Meer weergeven Vertalen

Stewart Fitzell

Ierland

𝗠𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 TLDR: Oil disruption and early private credit market stress are increasing market volatility. I’ve asjusted exposure, increased cash to ~25%, and positioned for higher oil prices. 𝙀𝙣𝙚𝙧𝙜𝙮 𝙎𝙝𝙤𝙘𝙠 The disruption to oil flows through the Strait... Meer weergeven Vertalen

Stewart Fitzell

Ierland

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗢𝗶𝗹 𝗦𝗵𝗼𝗰𝗸 𝗖𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗧𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 Energy markets opened the week with sharp volatility as the war between the United States / Israel and Iran escalated. Over the weekend Donald Trump called for Iran’s... Meer weergeven Vertalen

Stewart Fitzell

Ierland

𝗜𝗿𝗮𝗻 𝗪𝗮𝗿 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗘𝗻𝗲𝗿𝗴𝘆 𝗥𝗶𝘀𝗸, 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗮𝗰𝘁𝗶𝗼𝗻, 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 𝙏𝙇;𝘿𝙍 / 𝙎𝙪𝙢𝙢𝙖𝙧𝙮 The Iran war is likely to last longer than many initially expected. Energy risk- particularly around the Strait of Hormuz has become the key market variable.... Meer weergeven Vertalen

Stewart Fitzell

Ierland

𝗜𝗿𝗮𝗻 𝗪𝗮𝗿: 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗦𝘁𝗮𝘆𝗶𝗻𝗴 𝗙𝗼𝗰𝘂𝘀𝗲𝗱 Markets are opening lower as oil rises on disruption risk around the Strait of Hormuz. Defence and commodities are firmer, while higher-risk assets are under pressure. The key question is whether this is a short shock or something... Meer weergeven Vertalen

Stewart Fitzell

Ierland

𝗠𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗱: 𝟭𝟬,𝟬𝟬𝟬 𝗣𝗲𝗼𝗽𝗹𝗲 𝗖𝗼𝗽𝘆𝗶𝗻𝗴 𝗠𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 The portfolio has now passed 𝟭𝟬,𝟬𝟬𝟬 𝗰𝗼𝗽𝗶𝗲𝗿𝘀, with 𝗼𝘃𝗲𝗿 $𝟮𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗮𝘀𝘀𝗲𝘁𝘀 𝘂𝗻𝗱𝗲𝗿 𝗰𝗼𝗽𝘆. Since the start of 2023, the portfolio is up 𝟭𝟭𝟯% 𝗶𝗻 𝘁𝗼𝘁𝗮𝗹,... Meer weergeven Vertalen

Stewart Fitzell

Ierland

𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗪𝗵𝗮𝘁’𝘀 𝗕𝗲𝗲𝗻 𝗛𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗧𝗟;𝗗𝗥 We had another week of ups and downs, with tech stocks dropping while US inflation was lower than expected. 𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝗿 𝗣𝗶𝗰𝘁𝘂𝗿𝗲 Big tech companies such as $MSFT (Microsoft) and $AMZN (Amazon.com Inc) saw... Meer weergeven Vertalen

Stewart Fitzell

Ierland

𝗠𝗮𝗿𝗸𝗲𝘁 & 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 It’s been one of those weeks where most sectors have pulled back sharply. Often weakness in one area is offset by strength in another - that hasn’t been the case this time for most sectors. Weeks like this aren’t easy, especially for newer copiers,... Meer weergeven Vertalen