Joss Bogod - etoro Popular Investor | Strategy & Performance

Joss Bogod @JossBogod

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

51.5%0%-51.5%

Return YTD 14.08%

Return 2Y 69.09%

Avg. Risk Score (last 7D)

Profitable Weeks 53.70%

Discussions

Joss Bogod

United Kingdom

$STNE (StoneCo Ltd A) Q2 earnings drop today after the bell. Following a poor Q1 defined by credit issues, reduced volumes, and high customer churn, it is clear the aggressive growth phase has ended. Disciplined capital allocation allowed me to shave this position in September 2025, exiting tranches... Show More

Joss Bogod

United Kingdom

STAGFLATION US inflation comes in inline with expectations. 3.4% YoY following worse than expected jobs data in July showing reduced workforce participation rates, and flat wages. It is worth mentioning (for those people in charge that have forgotten) that the target inflation rate is 2%, a rate that... Show More

Hold Interest Rates Constant

100.00%

Increase Rates

100.00%

Lower Rates

100.00%

Joss Bogod

United Kingdom

News on two holdings today. $KSPI (Kaspi.kz) (Kaspi.kz) Q2 results came in and delivered solid top-line execution, generating KZT1.1 trillion in revenue (+15% YoY) and expanding e-Commerce GMV by 28%. Flat net income reflects short-term funding cost and Hepsi Bank integration headwinds, but the 18%... Show More

Joss Bogod

United Kingdom

Dear Copiers and Followers, I’m pleased to share that we have started August well following a 3.29% return in July, bringing our YTD return (as of today to 12.23%). I'm extremely pleased with this, as it closely mirrors the S&P500 with what I believe to be on balance a lower risk portfolio with... Show More

Joss Bogod

United Kingdom

17d

$MSFT (Microsoft) had a great day. Following their better than expected earnings report and continued growth, they achieved a historic stock market day. I felt that $MSFT was undervalued for a while and picked up a small number of shares in Q1. I kept the allocation limited to limit over exposure in... Show More

Up up and away

100.00%

Nearing the ceiling

100.00%

Joss Bogod

United Kingdom

28d

Following our strong momentum through April and May, June brought slightly more tempered market conditions. Overall, our YTD return remains a healthy 7.06% as we enter the second half of 2026. This gave us the perfect opportunity to execute some strategic additions to our existing convictions without... Show More

Joss Bogod

United Kingdom

2mo

I'm very pleased to share that our portfolio has seen exceptional momentum, returning 7.12% in April and following that up with a massive 8.21% return in May. These back-to-back strong months are a testament to our logical, non-emotional approach and our focus on well-researched, high-quality companies. Our... Show More

Joss Bogod

placed an order to buy $NU @12.31

United Kingdom

3mo

I've just set an order using 1.63% of my equity.

Not investment advice. The author may have financial interests in the mentioned instruments.

Nu Holdings Ltd.

15.23

1.30 (9.33%)

Joss Bogod shared a post via Joss Bogod

United Kingdom

3mo

Dell just keeps on climbing. My estimated forward P/E still looks attractive at these levels, but I may have to sell a portion to rebalance the portfolio if it continues! Crazy that a 2-3% portfolio investment can become 14% so quickly

Joss Bogod

United Kingdom

3mo

$DELL (Dell Technologies Inc C) just released their Q1 earnings report. Everyone is looking at the massive after-hours spike and thinking it's time to take profits. I’m holding my position, and I'll explain why The Q1 Reality Check Wall Street was looking for ~$35.8B in revenue and $2.96 EPS. $DELL... Show More