Ludwig Marx – eToro Popular Investor

Ludwig Marx @LuMarx

Prestaties
0% Rendement
Alles

2026

2025

25.7%0%-25.7%

Rendement YTD 25.04%

Rendement 2J 36.65%

Gemiddelde risicoscore (laatste 7D)

Winstgevende weken 63.27%

Discussies

Ludwig Marx

Duitsland

The research framework behind this portfolio now has a home. Today I launched the L17X Terminal: 499 S&P 500 companies analyzed through Power Mapping, the structural framework I use to build and manage this portfolio. Every position I hold here has a Power Mapping role. Every decision I make is... Meer weergeven Vertalen

SP.24-7

6791.14

38.15 (0.56%)

Ludwig Marx

Duitsland

The month of March isn't quite over yet. Still, even now, before the US markets close, here's the monthly update for our portfolio. The final hours won't materially change what has been, compared to other portfolios and global markets, an outstanding monthly result. March 2026 was defined... Meer weergeven Vertalen

Ludwig Marx

Duitsland

10d

$WDAY (Workday Inc A) | Workday | L17X Research Edition 079 Workday was built on a single architectural conviction: enterprise HR and finance software should not be migrated from legacy client-server systems to the cloud. It should be rebuilt from scratch for the cloud era, with a unified data model... Meer weergeven Vertalen

WDAY

Workday Inc A

130.00

2.49 (1.95%)

Ludwig Marx

Duitsland

11d

Most of you think about $NET (Cloudflare) as a cybersecurity play. But Cloudflare is not defending a perimeter. It already made the perimeter irrelevant. My latest Power Mapping breakdown explains why Cloudflare earns the Disruptor classification and what that means for how you should think about it... Meer weergeven Vertalen

NET

Cloudflare

215.66

4.51 (2.13%)

Ludwig Marx

Duitsland

12d

Many of you hold $NOW (ServiceNow Inc) in your portfolio. But have you ever looked at ServiceNow through the lens of a stakeholder analysis rather than a pure value or growth approach? My latest Power Mapping breakdown shows who actually holds the power in this ecosystem and why that matters more than... Meer weergeven Vertalen

NOW

ServiceNow Inc

104.00

3.45 (3.43%)

Ludwig Marx

Duitsland

20d

ECB UPDATE: Lagarde Signals Higher Inflation Ahead and Here Is How We Are Positioned ECB President Christine Lagarde delivered key signals today that directly impact our current portfolio strategy: Key Takeaways 📌 Inflation will rise above the 2% target in the near term, driven by energy pressures... Meer weergeven Vertalen

Ludwig Marx

Duitsland

24d

Let us talk about how the portfolio runs. Because it is going very well, in view of the overall market. Investing in an erratic second term of Donald J. Trump is not easy. But that's why we invest together. Because you trust my expertise as a political scientist, which goes beyond the financial... Meer weergeven Vertalen

Ludwig Marx

Duitsland

February 2026 - what a month. Let us start with the numbers: our portfolio grew by +2.62% in February. The S&P 500? Down 0.87%. That is not luck. That is strategy and patience. I am proud of everyone who stayed the course. And then there is what has everyone's attention today: the escalating conflict... Meer weergeven Vertalen

Ludwig Marx

Duitsland

A major shift in US trade policy. The Supreme Court struck down a large part of former President Donald Trump’s tariff framework, ruling that the underlying law did not authorize such broad import duties. This is more than a legal technicality. It redraws the boundary between executive power and congressional... Meer weergeven Vertalen

Ludwig Marx

Duitsland

$V (Visa) doubles down on Argentina. Visa is acquiring Prisma and Newpay from Advent International, connecting its global network with a local platform processing more than 6 billion transactions annually. Financial terms were not disclosed. Closing expected Q1 2026. Advent will retain Payway, but... Meer weergeven Vertalen