August market feels a bit strange.
Earnings are strong, AI is still very much alive, but at the same time bond yields are getting uncomfortable and some of the most crowded tech trades are finally cooling down.
My opinion? I don’t think this is the moment to become bearish. But I also don’t think is... Show More
🚀 My portfolio thesis: AI + Energy + Infrastructure
My portfolio is built around one big idea: the world is going through a massive industrial upgrade.
AI is not just software. It needs semiconductors, data centers, energy, automation and infrastructure. That is why I focus on companies positioned... Show More
💎 Why copy my portfolio?
I am an eToro Popular Investor and a long-term investor focused on discipline, quality companies and structural growth trends.
As an entrepreneur, I bring a business-owner mindset to investing: patience, consistency, risk management and execution. I am not here to chase every... Show More
📈 94.77% compounded return since 2023
Results matter. But what matters even more is how those results were built.
Since 2023, my portfolio has delivered a 94.77% compounded return by staying focused on discipline, patience and high-conviction investing.
It was not a straight line. Markets moved fast,... Show More
Over the last 3 years, my portfolio is up more than 100%. 🚀
And the truth is, those results did not come from chasing noise.
They came from staying calm when fear was high and acting when others were hesitating.
Back in March, semiconductor stocks were under pressure. Sentiment turned negative fast,... Show More
April was a strong month for the portfolio: +12% in April and +10% YTD. 🚀
But the important part is not just the number.
The important part is how we got here.
Markets were noisy. Sentiment changed fast. One day investors were optimistic, the next day they were panicking. Some tried to time every... Show More
Midweek Market Pulse: Noise, Earnings and Opportunity 📊
Happy Wednesday, investors!
The last 24 hours have been packed with movement across both stocks and crypto. Earnings, regulation, AI spending, Bitcoin narratives, and altcoin volatility all hit the market at once.
In other words: a normal day... Show More
Fast Recovery, Real Discipline — We Were Already Positioned 🚀📈
What a week.
Markets moved fast — from fear and uncertainty back into recovery mode. And moments like this are exactly why positioning matters.
The goal is never to predict every headline.
The goal is to build a portfolio strong enough... Show More
Some of the best portfolio moves happen when others hesitate. 📈
Over the recent weakness, I added more to $AMD (Advanced Micro Devices Inc) and $COIN (Coinbase Global Inc) and also used the pullback in Ferrari to increase the position.
That’s exactly how I like to build: buying more of high-conviction... Show More
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