Performance
All

-0.11%2026
2026
4.04%2025
2025
6.11%2024
2024
145.48%2023
2023
-77.32%2022
2022
-34.98%2021
2021
145.5%0%-145.5%
DaddyHasNoPants
@DaddyHasNoPants shared a post via Fu Kuei Yu
Taiwan
Fu Kuei Yu
What Copy Trading Cannot Know About You I have been studying for the CISI International Certificate in Wealth & Investment Management. One chapter has stayed with me, because it describes something that copy trading structurally cannot do. When a licensed adviser takes on a client, they run a fact-find... Show More
DaddyHasNoPants
Maximilian Heitsch
$5.2T. Thatโ€™s the number. Thatโ€™s how much AI capex is expected to hit by 2030. Let that sink in for a second. If this was a country, it would be #3 globallyโ€ฆ behind only the US and China. Now hereโ€™s the part almost nobody thinks about: That $5.2T doesnโ€™t go into โ€œAIโ€ It gets split. Roughly like... Show More
DaddyHasNoPants
France
Loic Le Maho
This Week we had an almost unbelievable 180ยฐ "TACO Tuesday". TACO is always predictable, but not of this magnitude. After threatening to destroy Iran "as a civilization" hours before his 8pm deadline, Trump reversed and announced a two-week ceasefire, while obviously some insiders... Show More
DaddyHasNoPants
Smart Portfolio
Drawdowns Translate
Gioben Capital
@The-Chameleon
Smart Portfolio
๐ŸฆŽ Drawdowns Are Debt and Markets Charge Interest ๐ŸฆŽ โœฆ Win by Losing Less: The Family Office Rule This is the chart weโ€™re putting in front of our investors this week, and itโ€™s not art, itโ€™s arithmetic. The bars show the cruel asymmetry of markets: losses compound against you. Fall into a -50% drawdown... Show More
DaddyHasNoPants
@smartcompass Hello, You are the only one among my PIs who saw the opportunity in farmland. Iโ€™m looking to increase my exposure and would appreciate your thoughts,
Not investment advice. The author may have financial interests in the mentioned instruments.
DaddyHasNoPants
Smart Portfolio
Global Nuclear Value Chain
@NuclearFuture
Smart Portfolio
โš›๏ธ US Offers Access to Weapons-Grade Plutonium to Nuclear Energy Firms ๐Ÿ”น The US Department of Energy has opened applications for companies to access up to 19 metric tonnes of weapons-grade plutonium from Cold War-era warheads, according to the Financial Times. ๐Ÿ”น The move aims to bolster domestic nuclear... Show More
DaddyHasNoPants
Czech Republic
Dan Hamernik
Dan Hamernik
Czech Republic
๐Ÿง  AMD + OpenAI: Ouroboros Capitalism at Its Finest Soโ€ฆ OpenAI didnโ€™t buy 10% of $AMD (Advanced Micro Devices Inc) with cash โ€” it got warrants, meaning the right to acquire up to 160 million shares if it deploys 6 GW of AMD Instinct GPUs across future generations. In short: AMD is giving OpenAI the... Show More
DaddyHasNoPants
Czech Republic
Michal Hlavacka
Michal Hlavacka
Czech Republic
๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐ฎ๐ฉ๐๐š๐ญ๐ž - ๐ฐ๐ž๐ž๐ค ๐ž๐ง๐๐ข๐ง๐  ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ“ Past week returns: ๐ŸŸข This Portfolio: 5.26% ๐ŸŸข $SPY (State Street SPDR S&P 500 ETF) : 1.09% 12 month returns: ๐ŸŸข This Portfolio: 72.31% ๐ŸŸข S&P 500: 17.82% 2 year returns: ๐ŸŸข This Portfolio: 320.42% ๐ŸŸข S&P 500: 58.79% Since... Show More
DaddyHasNoPants
United Kingdom
Nick Warrell
Nick Warrell
United Kingdom
๐“๐‡๐€๐“โ€™๐’ ๐ˆ๐๐“๐„๐‘๐„๐’๐“๐ˆ๐๐† Interest Rates Each month I will look at a different topic in the world of investing. Something that shapes markets, moves money, or sparks debate. This time, the focus is on Interest Rates and why it matters for us as investors. Last Wednesday, the Federal Reserve... Show More
DaddyHasNoPants
Historically it's way better to invest at market close than at market open, since most gains occur overnight Found this 2018 article, interesting/fun fact: The Stock Market Works by Day, but It Loves the Night If you had bought SPY at the last second of trading on each business day since 1993,... Show More

About DaddyHasNoPants
Bulgaria
Strategy: Multi-Strategy

Selected investors & Smart Portfolios. Not for copying.
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