Tema
Dear copiers,
I would like to better understand the regulatory authority under which your accounts operate.
I am currently evaluating a potential change in legislation and would appreciate your insight on whether you consider it beneficial or not, based on your regulatory framework and experience.
Thank... Show More
Slight correction. This too shall pass. But i think BTC has reached it´s peak for this cycle. I will not increase positions in any crypto until further notice.... Show More
After several consecutive months of gains, I decided to rebalance the portfolio.
The main goal is to secure profits already achieved while still keeping exposure to potential upside.
This rebalance shifts part of the capital into defensive assets (gold, silver, bonds, staples, healthcare, utilities,... Show More
Major portfolio rebalancing.
I will make major adjustments to the portafolio to reduce short term risk.
Considering current geopolitical situation and an uninterrupted streak of months of consecutive wins. I´m going to rotate to a defensive neutral portafolio for the time being. This I believe will bring... Show More
As of now I will start a new portfolio thematic increasing position in AI and decreasing in crypto slightly, I will continue to hedge with high dividend stocks with low correlation to tech.
... Show More
Considering that it is likely that the war in Eastern Europe it´s going to end soon. I´m rebalancing the portafolio, I will continue to increas positions in freigth companies that are likely to benefit for this change in paradigm. $DAC (Danaos Corp) is the most obvious best bes and $ZIM (ZIM Shipping... Show More
It´s clear that this "bear market" will pass, it always does.
I´m actually quite happy that the markets continue to overreact because we have the opportunity to increase our long term wealth with quality stocks at discounted prices.
The only question is weather the markets are nearing their... Show More
Bullish
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Bearish
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Tue Feb 10 2026 00:45:31 GMT+0000 (Coordinated Universal Time)