Dávid László Ivády
Dávid László Ivády @magusdsr

Performance
All

0.97%2026
2026
91.35%2025
2025
29.43%2024
2024
-29.90%2023
2023
-57.36%2022
2022
-71.01%2021
2021
38.82%2020
2020
91.3%0%-91.3%
Dávid László Ivády
🇭🇺 Hungary elections: can they affect your investments? People often ask whether elections in Hungary can move markets and impact portfolios. Yes — but mostly through risk pricing, not because “one result is good/bad.” Markets react to certainty vs uncertainty and to what the outcome implies for... Show More
Dávid László Ivády
The last weeks taught me something again (and I’m curious about you) Over the past few weeks I wasn’t very active on eToro. I intentionally avoided the platform and even limited the amount of market content I consumed. I knew what was driving the tape: the Iran war pressure pushed markets down, while... Show More
Dávid László Ivády
Hungary
New position: $LNG (Cheniere Energy Inc) (Cheniere Energy) — 2.61% allocation Today I opened a small position in $LNG (Cheniere Energy) using 2.61% of my equity. Why now? With ongoing geopolitical pressure in energy markets, LNG keeps becoming more important — especially for Europe. The EU’s long-term... Show More
LNG
Cheniere Energy Inc
250.74
-11.67 (-4.44%)
Dávid László Ivády
📉 What if the energy crisis isn’t temporary? Markets often treat oil spikes as short-term geopolitical shocks. But if tensions around Strait of Hormuz persist, the story may be different. Roughly 20% of global oil supply moves through this corridor. Even partial disruption can tighten supply quickly. For... Show More
Dávid László Ivády
A few days ago I shared a stress test for a war escalation scenario. Even in my best-case scenario I assumed my portfolio could drop around ~7%. Reality check after the first trading days of the Iran–Israel situation: my portfolio barely moved. Today I’m down less than -0.5%. That doesn’t mean nothing... Show More
Dávid László Ivády
War Escalation Scenario – Stress Testing My Portfolio With the recent escalation between the US, Israel and Iran, markets are entering a higher-volatility phase. Instead of reacting emotionally, I ran a structured stress test on my own portfolio. Here’s how I’m thinking about it 👇 🔎 Base Structure My... Show More
Dávid László Ivády
$NVDA (NVIDIA Corporation) earnings: beat + strong data center growth — stock is rallying NVIDIA just reported better-than-expected fiscal Q4 results, and the market is reacting fast — the stock is rallying in late trading. Key numbers: EPS (adj): $1.62 vs $1.53 est. Revenue: $68.13B vs $66.21B est. Data... Show More
Dávid László Ivády
🧩 Diversification isn’t optional — even with $100–$500 A lot of people think diversification is something you do “later”, once you have a big account. I disagree. It matters from day one, even if you’re investing only $100–$500. Why? Because small portfolios are even more fragile: One big bet can... Show More
Dávid László Ivády
📊 Weekly Portfolio Review – Week 1 as Cadet The portfolio remained broadly stable this week, closing +0.16% so far. Slow progress. Controlled risk. 🔹 I initiated a small position in $ETORO (0.73% allocation) after reviewing the company’s recent financials. The position is intentionally small, with... Show More
Dávid László Ivády
📊 Strong earnings. Strong balance sheet. Clear signal. $ETOR (eToro Group LTD) delivered a convincing report: • Net income +12% YoY to $215.7M • Revenue +9.5% to $13.8B • Q4 net income +16% despite lower revenue • Buyback program increased to $250M A multi-asset model that proves resilient even when... Show More
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ETOR
eToro Group LTD
37.67
-0.34 (-0.89%)

About Dávid László Ivády
Hungary
Strategy: Multi-Strategy

Long-term growth investor using global insights & fundamentals to target high returns.
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