Giovanni Meggiolaro
Giovanni Meggiolaro @giomeggio

Performance
All

6.59%2026
2026
3.77%2025
2025
24.14%2024
2024
20.87%2023
2023
0.97%2022
2022
24.1%0%-24.1%
Giovanni Meggiolaro
๐™ˆ๐™–๐™ฎ ๐™Š๐™ซ๐™š๐™ง๐™ซ๐™ž๐™š๐™ฌ @giomeggio +3.70% โœ… $DJ30 +2.3% โŒ $SPX500 +5.1% Following April's sharp rebound, markets continued their advance in May, supported by resilient economic data and renewed enthusiasm surrounding artificial intelligence. The rally became increasingly concentrated in technology... Show More
Giovanni Meggiolaro
๐˜ผ๐™ฅ๐™ง๐™ž๐™ก ๐™Š๐™ซ๐™š๐™ง๐™ซ๐™ž๐™š๐™ฌ @giomeggio +12.20% โœ… $DJ30 +7.02% โœ… $SPX500 +10.40% The decision to stay fully invested paid off in April, as the market rebounded strongly from the March lows on renewed hopes for a resolution to the Iran conflict. As identified in multiple previous posts, much of the optimism... Show More
Giovanni Meggiolaro
๐™ˆ๐™–๐™ง๐™˜๐™ ๐™Š๐™ซ๐™š๐™ง๐™ซ๐™ž๐™š๐™ฌ @giomeggio -8.62% โŒ $DJ30 -5.24% โŒ $SPX500 -5.13% IT'S WAR! March was another month of high volatility, with the financial markets impacted by the new war against Iran. The choke on the global flow of oil and the prospect of a new turn of stagflation were enough to send... Show More
Giovanni Meggiolaro
Giovanni Meggiolaro
closed a $IGIC buy position
Luxembourg
Ho appena chiuso la posizione con un profitto del 78.57% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
IGIC
International General Insurance Holdings Ltd
78.85%
Trade Story
Giovanni Meggiolaro
Giovanni Meggiolaro
closed a $PLTR buy position
Luxembourg
Ho appena chiuso la posizione con un profitto del 11.22% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
PLTR
Palantir Technologies Inc.
11.19%
Trade Story
Giovanni Meggiolaro
๐™๐™š๐™—๐™ง๐™ช๐™–๐™ง๐™ฎ ๐™Š๐™ซ๐™š๐™ง๐™ซ๐™ž๐™š๐™ฌ @giomeggio +1.56% โœ… $DJ30 -0.85% โœ… $SPX500 -1.29% AI jitters, Saaspocalypse, tariffs, war... seems like the new normal is volatility all the way. The market reaction to the Citrini research piece was absolutely shocking. As many commentators pointed out, investors... Show More
Giovanni Meggiolaro
Giovanni Meggiolaro
closed a $HSY buy position
Luxembourg
Ho appena chiuso la posizione con un profitto del 26.06% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
HSY
Hershey Co
26.04%
Trade Story
Giovanni Meggiolaro
๐™…๐™–๐™ฃ๐™ช๐™–๐™ง๐™ฎ ๐™Š๐™ซ๐™š๐™ง๐™ซ๐™ž๐™š๐™ฌ @giomeggio -1.38% โŒ $DJ30 +1.27% โŒ $SPX500 +0.68% We start 2026 with a cognitive dissonance: the market seems to be concerned at the same time about an AI bubble, where valuations are inflated relative to AI growth prospects, and about an AI take-all scenario, where... Show More
Giovanni Meggiolaro
๐—”๐—ป๐—ป๐˜‚๐—ฎ๐—น ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜ For the first time since starting on eToro in 2022, we did not outperform our benchmark. Thatโ€™s never the goal, but it is part of the process. We close the year with sharper insight, stronger discipline, and a clearer understanding of the environment ahead. 2025 reminded us... Show More
Giovanni Meggiolaro
๐˜ผ ๐™Ž๐™ก๐™š๐™š๐™ฅ๐™ž๐™ฃ๐™œ ๐™‚๐™ž๐™–๐™ฃ๐™ฉ ๐™’๐™–๐™ž๐™ฉ๐™ž๐™ฃ๐™œ ๐™ฉ๐™ค ๐™๐™ค๐™–๐™ง ๐˜ผ๐™œ๐™–๐™ž๐™ฃ As the market gets itchy about crazy capital expenditure, AI fears and subtle bubble mumbles, I would like to spend some time to speak about a position that I have been quietly increasing in my portfolio over the last year called... Show More

About Giovanni Meggiolaro
Luxembourg
Strategy: Value

๐ŸŽ“ CFA Candidate ๐Ÿ’ฐ Value Investor ๐Ÿ“ˆ Fundamental Analysis ๐ŸŽฏ Beat DJ30 and S&P500
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