Andrei Tudorache
Andrei Tudorache@Andrew-BT

Performance
All

6.66%2025
2025
6.42%2024
2024
13.41%2023
2023
-31.05%2022
2022
14.70%2021
2021
16.96%2020
2020
-3.48%2019
2019
31.1%0%-31.1%
Top
Andrew-BT
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐˜ผ๐™ฅ๐™ง๐™ž๐™ก ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ๐Ÿ”น Dear copiers, March was yet another good month for the portfolio (up 2.75%), although we now see a significant general drawback in April due to Trumpโ€™s tariffs and other market worries. ๐Ÿ™Œ Portfolio updates: โ€ข Bought a bit of... Show More
Andrew-BT
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐™ˆ๐™–๐™ง๐™˜๐™ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ๐Ÿ”น Dear copiers, Overall, the beginning of the year has so far been very nice for the portfolio, being up ~8.89% at the moment of writing this, while the S&P 500 is down 2.4% YTD. We also had a very, very active earnings season,... Show More
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Andrew-BT
Edited
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐…๐ž๐›๐ซ๐ฎ๐š๐ซ๐ฒ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“๐Ÿ”น Dear copiers, Overall, January was quite a good month, with the portfolio being up ~3.28% thanks especially to Chinese stocks like $BABA (Alibaba-ADR) and $BIDU (Baidu, Inc.-ADR), as well as a great report from $NOK (Nokia... Show More
Andrew-BT
Edited
๐Ÿ”น๐ƒ๐ž๐œ๐ž๐ฆ๐›๐ž๐ซ + ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐‘๐ž๐ฏ๐ข๐ž๐ฐ๐Ÿ”น Dear copiers, Happy New Year! December has so far been the most eventful month of 2024 for the portfolio, leading to a ๐ซ๐ž๐œ๐จ๐ซ๐ ๐š๐ฆ๐จ๐ฎ๐ง๐ญ ๐จ๐Ÿ ๐›๐ฎ๐ฒ๐ฌ. ๐Ÿ™Œ Using some of the profit taken from trimming Pampa Energia, I took advantage... Show More
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Andrew-BT
Dear copiers, Similar to October, November has been an overall flat month, although it was marked by closing some of the remaining $PAM (Pampa Energia S.A.-ADR) position to realize a 524% profit in ~4 years. I already started redistributing that money into other positions, as you can see in the next... Show More
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Andrew-BT
Edited
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐™‰๐™ค๐™ซ๐™š๐™ข๐™—๐™š๐™ง ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’๐Ÿ”น Dear copiers, October has been an overall flat month, similar to the S&P 500. $OCI.NV (OCI NV) going ex-dividend at the end of the month caused a ~0.9% drop that will be recovered once the dividend is paid in about 2 weeks... Show More
Andrew-BT
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐™Š๐™˜๐™ฉ๐™ค๐™—๐™š๐™ง ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’๐Ÿ”น Dear copiers, As expected, September has been quite an eventful month thanks to the Fedโ€™s decision to cut the interest rates + leaving room for potentially aggressive cuts in the near future. China has also joined with a... Show More
Andrew-BT
Edited
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐™Ž๐™š๐™ฅ๐™ฉ๐™š๐™ข๐™—๐™š๐™ง ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’๐Ÿ”น Dear copiers, August turned out to be the best month for the portfolio (+5.9%), slightly above March. Most of this upside had to do with the shift into dividends/value as rate cuts are getting closer and closer. We also... Show More
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Andrew-BT
Edited
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’๐Ÿ”น Dear copiers, What started as a great first half of the month with several days of significant outperformance vs the S&P turned into just another slightly profitable month. The reason behind losing this head start were the recent... Show More
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Andrew-BT
Edited
๐Ÿ”น๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž - ๐‰๐ฎ๐ฅ๐ฒ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’๐Ÿ”น Dear copiers, Despite nothing significantly negative or important happening, June led to a ~3.2% drop in the portfolio, mostly due to $STLA.US (Stellantis NV) and a couple more drops. Still, the long-term potential of these companies... Show More
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About Andrew-BT
Romania
Strategy: Value

Long-term value investor with thousands of hours of experience in researching companies.
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16 Copiers
882 Followers