Robert Handley - eToro Popular Investor

Robert Handley @Mrtompkins

Performance
0% Return
All

2026

2025

2024

2023

23.4%0%-23.4%

Return YTD -7.7%

Return 2Y 3.14%

Avg. Risk Score (last 7D)

Profitable Weeks 47.17%

Discussions

@Mrtompkins

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Portfolio Update: Rebalancing for the Next Phase of Growth I made several adjustments to my portfolio this week to improve diversification, reduce concentration risk, and increase exposure to structural growth sectors. First, I reduced my $NFLX (Netflix, Inc.) position by roughly 50%. After the strong... Show More

@Mrtompkins

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I’ll start this one more personally, because this week is not just about markets for me. Right now, I’m physically stuck in Dubai, with the regional airspace temporarily restricted and headlines escalating around the Iran–Israel–US confrontation, you feel the tension differently than when you’re reading... Show More

@Mrtompkins

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$NFLX (Netflix, Inc.) just delivered one of the strongest weekly moves in my portfolio; +23.81% this week. The reason is clear. The bid war is finally over! Markets hate uncertainty. For several months in 2025 into Q1 2026, investors had to price in the possibility of an aggressive acquisition, higher... Show More

@Mrtompkins

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February 2026 Portfolio Report February was a month of structural positioning rather than aggressive rotation. The portfolio remains intentionally conviction driven, with a clear long term thesis centered around AI and high growth technology. As of 28 February 2026 the allocation structure of my portfolio... Show More

@Mrtompkins

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10d

I’ve added $LRCX (Lam Research Corp) to my portfolio. This is not just another semiconductor name. It is a strategic diversification step inside the AI and advanced manufacturing theme. Many portfolios that focus on AI are heavily concentrated in chip designers and platform companies. $NVDA (NVIDIA Corporation)... Show More

@Mrtompkins

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10d

$NFLX (Netflix, Inc.) and capital discipline. That is what caught my attention this week. Netflix has reportedly decided not to raise its bid for Warner’s streaming-related assets. And honestly, I am very happy about that. In markets like this, it is easy for companies to get pulled into bidding wars.... Show More

@Mrtompkins

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10d

While the broader market trades lower today, restructuring the portfolio, increasing diversification, and having one calculated risk, are starting to make the difference. Results as so far today: $NSDQ100 -2.1% $SPX500 -1.35% $DJ30 -0.35% $BTC -3.25% $GOLD +0.15% @Mrtompkins portfolio: +0.85%

@Mrtompkins

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11d

From "Chips" to "Gigawatts": The Nine-Gigawatt Frontier We are no longer tracking chip shipments; we are tracking energy-to-intelligence conversion. CEO Jensen Huang revealed that 9 gigawatts of Blackwell-based infrastructure are already being deployed. $NVIDIA has transitioned from... Show More

@Mrtompkins

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11d

Nine days ago, I explained why I added $AXON (Axon Enterprise Inc) to the portfolio from a construction and strategic perspective. Now we have fresh earnings on the table and the thesis is starting to play out. Axon’s latest report reinforced several key points: • Continued double digit revenue growth •... Show More

@Mrtompkins

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11d

$NVDA (NVIDIA Corporation) Q4 & Full-Year 2026 Earnings Highlights To my followers and copiers: We have just witnessed a structural shift in the global economy. Yesterday’s NVIDIA Q4 Fiscal 2026 earnings report wasn't just another "beat and raise", it was the definitive signal that... Show More