Miska Repo
Miska Repo @mick_repo

Performance
All

49.19%2025
2025
26.07%2024
2024
16.04%2023
2023
6.26%2022
2022
0.56%2021
2021
49.2%0%-49.2%
Discussions
Miska Repo
Italy
24d
2025 Performance YTD @mick_repo: +44.39% MSCI World Index: +19.66% S&P 500: +16.17% Interesting month of increased volatility, and it looks like things are starting to shape up for next year. Since the latest update, there have been some updates on some of the companies currently in our portfolio. Let’s... Show More
Miska Repo
Italy
2m
Edited
2025 Performance YTD @mick_repo: +44.84% MSCI World Index: +19.10% S&P 500: +14.16% No major news on our portfolio companies since the last update. The last open trades of Prudential were closed since the last update, and some of it was already allocated back to the markets. In addition, we currently... Show More
Miska Repo
Italy
3m
2025 Performance YTD @mick_repo: +42.25% MSCI World Index: +15.40% S&P 500: +11.06% Several more companies have now reported their results, and there has also been some interesting news related to some of our portfolio companies, so it’s time for the usual monthly update. On the financial services... Show More
Miska Repo
Italy
4m
2025 Performance YTD @mick_repo: +41.21% MSCI World Index: +11.70% S&P 500: +7.88% Several companies in our portfolio have reported their earnings since the last update, even though a few ones are still arriving towards the end of the month and early September. The biggest company in our portfolio,... Show More
Miska Repo
Italy
5m
Edited
2025 Performance YTD @mick_repo: +41.35% MSCI World Index: +10.30% S&P 500: +6.43% First half of the year is now behind us, and we closed the first 6 months of 2025 with approximately +40% growth since January 1st. Regarding our portfolio companies, the major news in June was the takeover of $SXS.L... Show More
Miska Repo
Italy
6m
2025 Performance YTD @mick_repo: +29.34% MSCI World Index: +6.60% S&P 500: +2.02% Good performance continues, while we are approaching the half year mark. While the uncertain situation on the markets continues mainly due to (geo)politics and US tariffs, there has been positive news during the last... Show More
Miska Repo
Italy
7m
2025 Performance YTD @mick_repo: +19.55% MSCI World Index: +0.80% S&P 500 ($SPX500) -3.77% The year continues to progress well and our positioning is working as expected. Today, we also got some updates on US-China tariffs and the situation on the bilateral negotiations. It currently looks like... Show More
Miska Repo
Italy
8m
Our portfolio is still on a positive territory for this year, regardless of the turbulence in the last few days. Why is that? - Overweighting UK stocks due to their low valuations (as mentioned in the previous posts) - Companies with high dividend yield making the bulk of the portfolio, providing downward... Show More
Miska Repo
Italy
9m
Hi all, 2025 Performance YTD @mick_repo: +14.40% MSCI World Index: +0.19% S&P 500 ($SPX500) -3.48% The year has started well, with clear over performance compared to the benchmark indexes. This is especially gratifying when considering also the +26% performance last year. There has been quite... Show More
Miska Repo
Italy
9m
“For those properly prepared, the bear market is not only a calamity but an opportunity.” - Sir John Templeton. $SPX500 $NSDQ100 $BTC

About Miska Repo
Italy
Strategy: Value

Mid-long term strategy with focus on underpriced value stocks.
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2.5K Copiers
25.2K Followers

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