@rcosta1983 - etoro Investor Profile | Portfolio & Trading Activity

Portugal

28d

📉 Rocky week for markets! We’ve seen some pretty dramatic swings, and while there isn’t one single reason for them, the biggest one is Interest rates. The 10-year U.S. Treasury yield climbed toward 5%, its highest level since 2023. And this time, investors are questioning whether the Treasury can... Show More

Portugal

📊 Weekly Market Update: AI vs. The Fed Another week of ups and downs in the market but interestingly, I don’t think the underlying macro picture has changed. What has changed is the debate around interest rates. And today’s jobs report made that debate even more interesting. 🇺🇸 The Fed is back... Show More

Portugal

📊 Monday Market Update: The Fed Changed the Conversation 😳 Friday’s Jackson Hole speech from Fed Chair Kevin Warsh was a pretty important one! and now that we’ve had the weekend to digest it, I think the message is becoming clearer. Warsh did not give markets the rate cut signal many investors were... Show More

Portugal

A lot happened in markets in the last 24hrs, but one theme continues to dominate: AI. $NVDA (NVIDIA Corporation) delivered another extraordinary quarter, with revenue of $96.2B and quarterly profit of $59.7B (both more than doubling year over year!) The really important number for me wasn’t just the... Show More

Portugal

NVIDIA earnings tonight: the most important AI report of the quarter? 👀🤖 Tonight, $NVDA (NVIDIA Corporation) reports earnings and I think there’s a much bigger story here than simply whether Nvidia beats Wall Street estimates. Nvidia has become the infrastructure backbone of the AI boom. But it is... Show More

Portugal

🟠 Portfolio Update: Adding Copper 🟠 I’m slowly adding $COPA.L (WisdomTree Copper) — WisdomTree Copper at around 1.5% of the portfolio. Why copper? My portfolio already has plenty of exposure to corporate earnings, technology and AI through $VOO (Vanguard S&P 500 ETF), $IEMG (iShares Core MSCI Emerging... Show More

Portugal

One of the more interesting investment stories this week: Berkshire Hathaway $BRK.B (Berkshire Hathaway Inc) has made Alphabet ($GOOGL (Alphabet Inc Class A)) its third-largest stock holding, worth roughly $38B. 👀 Warren Buffett said he initiated the original Alphabet position, while new Berkshire... Show More

Portugal

Portfolio update 📊 | Rebalancing for an uncertain market I made some changes to the portfolio today! I want the portfolio to be more resilient and better prepared for multiple possible outcomes. Right now we’re dealing with a pretty unusual macro mix: tariff uncertainty, geopolitical tensions, elevated... Show More

Portugal

⚠️🚨Big warning signs 🚨⚠️ I’m usually all for buying the dip… but here’s why I’m not buying this dip just yet: 1) US Bond Yields are Surging. The 10-year is at 4.7% (ish) and the 30-year is near 5.3%. YIKES. 2) JAPAN’S 30-year yield just crossed 4% for the first time in history🥴 Why does this... Show More

Portugal