Emmanouil Rafaletos
Emmanouil Rafaletos @Manosrafas1

Performance
All

0.49%2026
2026
14.17%2025
2025
25.82%2024
2024
17.75%2023
2023
25.8%0%-25.8%
Emmanouil Rafaletos
Portfolio Update: steady progress continues Markets don’t need fireworks to make progress , they need consistency. This week reinforced that idea, with the portfolio extending its positive start to the year. Closed the week still in positive territory, and month-to-date performance now stands at +3.05%.... Show More
Emmanouil Rafaletos
U.S. Inflation Cools in December. But the Fed Isn’t Rushing Yet December CPI came in cooler than feared, offering some relief after years of cost-of-living pressure. Key points: • Headline inflation: 2.7% YoY (unchanged from November) • Core inflation: 2.6% YoY, below expectations • Used car prices... Show More
Emmanouil Rafaletos
Portfolio Update. First 10 Days of 2026 A steady start, with growth and income working together The first 10 days of 2026 are behind us, and the portfolio is off to a solid start. Year-to-date performance stands at +1.32%, driven by a mix of upside in growth tech and the continued stability of dividend... Show More
Emmanouil Rafaletos
$TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) just started 2026 at an all-time high, but the real question isn’t the price. It’s whether the fundamentals still justify holding (or adding). Shares of Taiwan Semiconductor Manufacturing Company closed near $320, pushing its market cap above $1.6... Show More
Emmanouil Rafaletos
Year-End Portfolio Review – Progress Over Perfection 2025 is a good reminder that investing isn’t about winning every comparison, it’s about building something durable. The portfolio underperformed the S&P 500 this year, but it stayed aligned with my long-term goal: balanced growth, steady income,... Show More
Emmanouil Rafaletos
Portfolio Update Volatility, Income, and Staying Steady Another volatile week, but also a good example of why I structure the portfolio the way I do. Price action was intense, sentiment shifted quickly, yet overall damage remained controlled. Context & performance Month-to-date the portfolio... Show More
Emmanouil Rafaletos
Inflation just printed its coolest reading in years and it matters more how it cooled than the headline itself. CPI rose 2.7% YoY in November, below expectations, while core inflation slowed to 2.6%, the lowest since 2021. The key driver wasn’t energy noise, but softer prices in shelter, travel, recreation,... Show More
Emmanouil Rafaletos
The U.S. labor market is starting to send warning signals quietly, but clearly. After years of steady post-pandemic hiring, the latest jobs data shows a sharp change in momentum. The economy lost 105,000 jobs in October, added only 64,000 in November, and the unemployment rate climbed to 4.6%, its highest... Show More
Emmanouil Rafaletos
Portfolio Update. Volatility, Dividends, and What I’m Watching Next. Another volatile week for the portfolio, and a good reminder that markets don’t move in straight lines. Month-to-date we’re down about 2%, but the drawdown has stayed relatively contained despite weakness in growth. What drove performance... Show More
Emmanouil Rafaletos
$AVGO (Broadcom Inc) just reminded the market of an important lesson: a great business can still be a tough stock in the short term. Despite posting another very strong earnings report, AVGO sold off ~11% after results, not because the fundamentals broke, but because expectations were extremely high... Show More

About Emmanouil Rafaletos
Greece
Strategy: Multi-Strategy

Long-term investor in technology stocks, dividend income stocks, limited crypto exposure.
Show Full Bio
0 Copiers
8 Followers