Ivan Donatiello
Ivan Donatiello @DonyTrader

Performance
All

2.88%2026
2026
16.32%2025
2025
31.46%2024
2024
24.54%2023
2023
-23.57%2022
2022
-4.54%2021
2021
31.5%0%-31.5%
Discussions
Ivan Donatiello
Ivan Donatiello
Italy
7d
๐Ÿ“Š ๐—”๐—จ๐—š๐—จ๐—ฆ๐—ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ โ€” ๐— ๐—ข๐—ก๐—ง๐—›๐—Ÿ๐—ฌ ๐—จ๐—ฃ๐——๐—”๐—ง๐—˜ Dear fellow investors, the portfolio closed August with a return of +2.46%, bringing its year-to-date (YTD) performance back into positive territory at +2.38%. Despite this positive result, the portfolio is underperforming $SPX500 this year. This... Show More
Ivan Donatiello
Ivan Donatiello
Italy
14d
S&P 500: SEPTEMBER SEASONALITY COMES INTO FOCUS From August 25 to September 30, the seasonal pattern for the $SPX500 points to a historically weaker and more volatile phase. So far, the 2026 price path shows an 81.11% correlation with the five-year average and an 87.20% correlation with 2020. Over... Show More
Ivan Donatiello
Ivan Donatiello
Italy
16d
๐——๐—ข๐—ก๐—ฌ๐—ง๐—ฅ๐—”๐——๐—˜๐—ฅ ๐—ฃ๐—ข๐—ฅ๐—ง๐—™๐—ข๐—Ÿ๐—œ๐—ข โ€“ ๐—ช๐—˜๐—˜๐—ž๐—Ÿ๐—ฌ ๐—จ๐—ฃ๐——๐—”๐—ง๐—˜ The portfolio closed the week with a return of +0.78%, moving against the broader market trend as the $SPX500 declined by 1.43% and the Nasdaq fell by 2.05%. This represents an outperformance of 2.21 percentage points versus the S&P... Show More
Ivan Donatiello
Ivan Donatiello
Italy
16d
๐—–๐—น๐—ถ๐—บ๐—ฎ๐˜๐—ฒ ๐—–๐—ต๐—ฎ๐—ป๐—ด๐—ฒ & ๐—˜๐—ป๐—ฒ๐—ฟ๐—ด๐˜† ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ถ๐˜๐—ถ๐—ผ๐—ป Massive capital is shifting toward decarbonization, electrification, and climate resilience. The winners are already clear in renewables and smart grids. $FSLR (First Solar, Inc.) continues to dominate utility-scale solar with cost-competitive... Show More
Ivan Donatiello
Ivan Donatiello
Italy
20d
๐—–๐—น๐—ถ๐—บ๐—ฎ๐˜๐—ฒ ๐—–๐—ต๐—ฎ๐—ป๐—ด๐—ฒ & ๐—˜๐—ป๐—ฒ๐—ฟ๐—ด๐˜† ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ถ๐˜๐—ถ๐—ผ๐—ป Capital is shifting hard toward decarbonization and electrification. In the climate transition, utility-scale solar and smart grids are capturing massive reallocation. First Solar ($FSLR) leads in thin-film panels for large projects.... Show More
Climate change
100.00%
No climate change
100.00%
1 Votes
Ivan Donatiello
Ivan Donatiello
Italy
21d
๐“๐ก๐ž ๐จ๐ซ๐›๐ข๐ญ๐š๐ฅ ๐ž๐œ๐จ๐ง๐จ๐ฆ๐ฒ ๐ข๐ฌ ๐ง๐จ ๐ฅ๐จ๐ง๐ ๐ž๐ซ ๐ฌ๐œ๐ข๐ž๐ง๐œ๐ž ๐Ÿ๐ข๐œ๐ญ๐ข๐จ๐ง. By 2026, reusable launch systems and lunar logistics are unlocking space infrastructure, while Direct Air Capture scales as a core climate tool. Clear beneficiaries: $LUNR (Intuitive Machines Inc) โ€“ NASA CLPS... Show More
Orbital
100.00%
Traditional
100.00%
13 Votes
Ivan Donatiello
Ivan Donatiello
Italy
22d
Edited
The longevity economy is no longer emergingโ€”it is reallocating capital at scale. GLP-1 therapies and continuous metabolic monitoring are shifting demand from reactive care to proactive healthspan. $LLY (Eli Lilly & Co) and $NVO (Novo-Nordisk A/S SPONS ADR) lead the pharmacological side; $ABT supplies... Show More
Biotech Platforms
100.00%
Consumer Brands
100.00%
5 Votes
Ivan Donatiello
Ivan Donatiello
Italy
25d
๐——๐—ผ๐—ป๐˜†๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ฒ๐—ฟ โ€“ ๐—ช๐—›๐—ฌ ๐—œ ๐——๐—ข ๐—ก๐—ข๐—ง ๐—–๐—›๐—”๐—ฆ๐—˜ ๐—™๐—”๐—ฆ๐—ง-๐—ฅ๐—œ๐—ฆ๐—œ๐—ก๐—š ๐—ฆ๐—ง๐—ข๐—–๐—ž๐—ฆ A company can have strong results, an attractive long-term narrative and improving fundamentalsโ€”and still be the wrong purchase at todayโ€™s price. This leads to a recurring question: Why not buy immediately when... Show More
Ivan Donatiello
Ivan Donatiello
Italy
29d
๐——๐—ผ๐—ป๐˜†๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ฒ๐—ฟ โ€“ ๐——๐—œ๐—ฉ๐—˜๐—ฅ๐—ฆ๐—œ๐—™๐—œ๐—–๐—”๐—ง๐—œ๐—ข๐—ก ๐—œ๐—ฆ ๐—”๐—•๐—ข๐—จ๐—ง ๐——๐—ฅ๐—œ๐—ฉ๐—˜๐—ฅ๐—ฆ, ๐—ก๐—ข๐—ง ๐—ง๐—œ๐—–๐—ž๐—˜๐—ฅ๐—ฆ Owning 29 equities does not necessarily mean owning 29 independent sources of return. Several companies can react to the same economic variable, even when they operate in different parts of the... Show More
Ivan Donatiello
Ivan Donatiello
Italy
1mo
๐——๐—ผ๐—ป๐˜†๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ฒ๐—ฟ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ - ๐—ช๐—˜๐—˜๐—ž๐—Ÿ๐—ฌ ๐—จ๐—ฃ๐——๐—”๐—ง๐—˜ My current assessment is Neutral with a Selective Risk-On bias. The evidence is mixed: โ€ข US real GDP expanded at a 1.5% annualised rate in Q2, down from 2.1% in Q1 โ€ข July nonfarm payroll employment declined by 23,000, while unemployment... Show More

About Ivan Donatiello
Italy
Strategy: Multi-Strategy

A risk-aware global portfolio combining quality equities, gold and crypto.
Show Full Bio
15 Copiers
776 Followers

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