Luca Mincone
Luca Mincone @Jhonnyquid

Performance
All

6.09%2026
2026
8.42%2025
2025
71.17%2024
2024
62.07%2023
2023
-37.38%2022
2022
110.58%2021
2021
90.66%2020
2020
-11.03%2019
2019
-15.84%2018
2018
110.6%0%-110.6%
Discussions
Luca Mincone
Luca Mincone
Italy
13d
Edited
How I See the Markets Today... At the moment, my approach to the markets is neutral, but cautious. Valuations look elevated to me, especially after the new highs reached by several major indices. However, I think it is important to distinguish between an expensive valuation and an unjustified one.... Show More
Luca Mincone
Luca Mincone
Italy
1mo
In the investment world, people constantly talk about what to buy: “This stock is undervalued” “This ETF is the best one” “This company will grow over the next few years” But almost nobody talks about the hardest question: When should I sell? Many investors sell for the wrong reasons: -because the stock... Show More
Luca Mincone
Luca Mincone
Italy
2mo
Hi everyone! As every quarter, it's time to review the current situation of the portfolio. Before that, however, I would like to share a thought that I consider fundamental to understanding how to evaluate the work of a Pro Investo. A Pro Investor's only real job is to deliver returns that... Show More
Luca Mincone
Luca Mincone
Italy
3mo
Dear Copiers, I would like to share a brief update on the current market environment and the performance of the portfolio. Over the past few months, the market has continued to show remarkable strength, but beneath the surface the macroeconomic picture remains less straightforward than it may appear. Inflation... Show More
Luca Mincone
Luca Mincone
Italy
5mo
📊 Drawdown absorbed: what’s really happening The portfolio has almost fully recovered the losses from February and March. But the key point is not the recovery itself, it’s how we got there. The drawdown phase was managed without changing the overall allocation, staying consistent with the plan: reducing... Show More
Luca Mincone
Luca Mincone
Italy
6mo
Edited
📊 Portfolio Update Since the beginning of the year, my portfolio is down about -10%. A negative result, but one that must be understood within the current market context. We are going through a phase of strong instability: markets are searching for a clear direction while mixed signals keep coming... Show More
Luca Mincone
Luca Mincone
Italy
7mo
Edited
Portfolio Update – February February performance is negative. The main downside contribution comes from the crypto component, which has continued to decline since the beginning of the year and is significantly impacting the overall result. The “satellite” part of the portfolio, on the other hand, is... Show More
Luca Mincone
Luca Mincone
Italy
8mo
Edited
YEAR STARTED POSITIVELY, BUT… The geopolitical situation remains unstable, as we have become accustomed to seeing over time. During the current month, the portfolio is performing positively, with results driven mainly by the strong performance of the new stocks added and the effectiveness of the core-satellite... Show More
Luca Mincone
Luca Mincone
Italy
8mo
Portfolio Strategy Implementation – 2026 2026 has started positively for the markets, but uncertainties remain. Valuations are at highs, suggesting that expected returns this year may be lower than those seen over the past 2–3 years. We are likely to see pullbacks, possibly significant ones, even though... Show More
Luca Mincone
Luca Mincone
Italy
9mo
Reflections on 2025 and Outlook for 2026 2025 closes with my portfolio delivering a return of around 9%, well below the S&P 500, which is expected to end the year close to 18%. This is a performance I consider unsatisfactory, but it can be explained by some particular market dynamics. This year,... Show More

About Luca Mincone
Italy
Strategy: Growth

Strategy, consistency, and numbers. Check my performance and read about my vision.
Show Full Bio
53 Copiers
N/A Followers

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