Miska Repo
Miska Repo @mick_repo

Prestaties
Alles

3.61%2026
2026
52.69%2025
2025
26.07%2024
2024
16.04%2023
2023
6.26%2022
2022
0.56%2021
2021
52.7%0%-52.7%
Discussies
Miska Repo
Miska Repo
Italië
9d
Hi everyone, A quick reminder/update to all. As mentioned in the previous posts, I will be adding some additional funds to my portfolio on May 1st. The plan is to add around 10%. No changes to the overall strategy - this is simply an increase in exposure. I will first “park” the additional funds to... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
24d
2026 Performance YTD @mick_repo: 2.43% MSCI World Index: 2.04% S&P 500: 0.60% While geopolitical uncertainty persists, it is likely that investors will only begin to fully assess the long-term implications once we see some degree of stability in the Middle East. Given the duration of the conflict... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
1m
Hi everyone, I wanted to share a quick update with you all. I’ll be adding additional funds to my portfolio shortly. The plan is to add around 10% on April 1st, and another around 10% on May 1st. This reflects my continued confidence in the strategy and in the opportunities that I expect to be available... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
2mnd
2026 Performance YTD @mick_repo: -3.81% MSCI World Index: -2.56% S&P 500: -4.31% Volatility remains elevated, and our portfolio has not been immune to the latest market reactions. Since the start of the month, we’ve experienced a drawdown of around 13%, similar to what we saw last year between... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
2mnd
2026 Performance YTD @mick_repo: +5.09% MSCI World Index: +0.73% S&P 500: -0.94% As geopolitics takes center stage again in global markets, it’s worth remembering that markets tend to overreact when uncertainty is high. And importantly, uncertainty is not the same as risk. With that in mind, let’s... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
3mnd
2026 Performance YTD @mick_repo: +8.12% MSCI World Index: +1.63% S&P 500: +0.38% Good performance continues across the portfolio. Let’s walk through some of the latest updates from our holdings. Starting with $GSK (GlaxoSmithKline plc ADR) , which is currently our largest position at just over... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
3mnd
2026 Performance YTD @mick_repo: +3.87% MSCI World Index: +1.66% S&P 500: +1.02% What a start to the year! First of all, a warm welcome to all the new copiers who have joined the journey over the past few weeks. As always, I will do my best to continue outperforming the markets over the mid-term.... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
4mnd
2025 YEAR END SUMMARY 2025 Performance @mick_repo: +52.69% MSCI World Index: +21.09% S&P 500: +17.88% 2025 proved to be a very strong year, both in relative and absolute terms - particularly when viewed in the context of the portfolio’s relatively low risk and volatility profile. UK financials... Meer weergeven Vertalen
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SPX500
7390.40
47.79 (0.65%)
Miska Repo
Miska Repo
Italië
5mnd
2025 Performance YTD @mick_repo: +46.86% MSCI World Index: +20.21% S&P 500: +16.30% Good month overall since the last update. UK insurers and asset managers (LGEN, MNG) and homebuilders (PSN) provided reassuring updates. In contrast, the consumer goods sector (DGE, PEP, PVH) is undergoing stress,... Meer weergeven Vertalen
Miska Repo
Miska Repo
Italië
6mnd
2025 Performance YTD @mick_repo: +44.39% MSCI World Index: +19.66% S&P 500: +16.17% Interesting month of increased volatility, and it looks like things are starting to shape up for next year. Since the latest update, there have been some updates on some of the companies currently in our portfolio. Let’s... Meer weergeven Vertalen

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VNA.DE
VNA.DE
Geopend•04/05/26, 07:01
▴-2.51%
W/V
PUM.DE
PUM.DE
Geopend•04/05/26, 07:01
▴-1.09%
W/V
DGE.L
DGE.L
Geopend•01/05/26, 13:41
▴3.44%
W/V
MNG.L
MNG.L
Geopend•01/05/26, 13:40
▴-0.40%
W/V
PEP
PEP
Geopend•01/05/26, 13:39
▴-2.10%
W/V