Maurizio Maritan
Maurizio Maritan @MaurizioMaritan

Performance
All

5.28%2026
2026
-14.16%2025
2025
43.31%2024
2024
-47.50%2023
2023
-81.81%2022
2022
81.8%0%-81.8%
Maurizio Maritan
📊 PORTFOLIO UPDATE Last week was an opportunity to consolidate profits across four different positions: Palantir, Visa, Shopify, and AMD. Although these companies operate in different segments, each offers exposure to interesting long-term trends, from artificial intelligence and enterprise software... Show More
Maurizio Maritan
PORTFOLIO UPDATE Last week, I decided to consolidate profits on two of my semiconductor positions: TSM and NVIDIA. Two different companies, but both deeply exposed to the growing demand for AI, data centers, and high-performance semiconductors. 🇹🇼 $TSM (Taiwan Semiconductor Manufacturing Co Ltd... Show More
Maurizio Maritan
PORTFOLIO UPDATE Last week, I decided to lock in profits on three of my positions: SanDisk, Meta, and Intel. Three companies in the technology sector, each with different business models and growth prospects. My decision to take profits reflects my desire to capitalize on positive price movements... Show More
Maurizio Maritan
PORTFOLIO UPDATE Last week, I decided to lock in profits on three of my positions: SanDisk, Meta, and Intel. Three companies in the technology sector, each with different business models and growth prospects. My decision to take profits reflects my desire to capitalize on positive price movements while... Show More
Maurizio Maritan
Portfolio update. Last week i take partial profit on $META (Meta Platforms Inc) +28% The decision comes after a period of strong business growth. In Q2 2026, Meta reported $60.8 billion in revenue, up 28% compared to the same quarter of the previous year. The advertising business also continues to... Show More
Maurizio Maritan
Portfolio Check-in Another week, and still no take profits. But that doesn’t mean nothing is happening. My portfolio continues to evolve, with some positions performing strongly while others are still going through periods of consolidation and recovery. What I find particularly interesting is the... Show More
Maurizio Maritan
📊 Weekly Portfolio Update — No Take Profit This Week This week, there were no take profits in my portfolio. And honestly, that’s perfectly fine. Not every week needs to end with a position being closed. Sometimes the best decision is simply to do nothing and let the strategy play out. I’m still... Show More
Maurizio Maritan
Portfolio update This week I decided to take partial profits on $PLTR (Palantir Technologies Inc.) following another strong acceleration in the stock. The decision comes after results that confirmed extraordinary growth: in Q2 2026, revenue increased by 93% year over year to $1.94 billion, while US... Show More
Maurizio Maritan
Portfolio update Last week, I decided to take partial profits on gold and Ferrari. 🥇 $GOLD Gold has made a very strong move over the past few weeks. After falling below $4,000 at the end of June, it quickly recovered, moving back above $4,500 in August. The rebound was supported by falling bond... Show More
Maurizio Maritan
Portfolio Update. Last week I partially took profits on two positions: $MSFT (Microsoft) +27.57% — second take profit $BLK (BlackRock Inc) +22.07% Regarding Microsoft, this is the second partial take profit. I had already reduced part of the position at a lower price level and, after the stock’s... Show More

About Maurizio Maritan
Italy
Strategy: Multi-Strategy

⚖️Balanced 🌐Diversified 🚀Growth-oriented portfolio ❌No leverage
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