Heloise Greeff - etoro Popular Investor

Heloise Greeff @rubymza

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

45.3%0%-45.3%

Return YTD -3.03%

Return 2Y 20.23%

Avg. Risk Score (last 7D)

Profitable Weeks 45.45%

Discussions

Heloise Greeff

United Kingdom

19h

Market Update – Fundamentals Up, Prices Down Dear Copiers and Fellow Investors, $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) delivered a sixth consecutive record quarter on Thursday: net profit up 69% to $23.6bn, revenue up 51%, and full-year growth guidance lifted to around 44%. High-performance... Show More

Heloise Greeff

United Kingdom

20d

📊 Market Update – The Bedrock Shifts Long-dated government bonds have repriced sharply this month. The US 10-year Treasury yield touched 5.22% on Thursday, its highest since 2007, and the 30-year reached 5.50%, last seen in 2004. Japan's 10-year hit a 1996 high and the UK 30-year gilt closed near... Show More

Heloise Greeff

United Kingdom

2mo

📊 Market Update – US–Iran ceasefire has broken American strikes on the Strait of Hormuz drew Iranian retaliation against the UAE and Jordan. Brent is back near $86, and 10Y Treasury yields at 4.76% (highest since January 2025), and Fed Chair Warsh has doubled down on the inflation fight and money markets... Show More

Heloise Greeff

United Kingdom

2mo

📊 Market Update – AI Exposure Without the Concentration Risk Bloomberg revealed this week that ~70% of Microsoft's $24.1 billion AI revenue comes from a single source: OpenAI. Strip that out, and the AI story looks a lot thinner. Analysts are now flagging this as a structural risk, rather than... Show More

Heloise Greeff

United Kingdom

4mo

📊 Market Update – Reading the Rotation Goldman's Christian Mueller-Glissmann is making the case for rotating *within* the AI trade suggesting a move away from semiconductors, toward the hyperscalers. The argument: SOX up ~150% in 12 months, chipmakers carry the heaviest positioning and ETF/options... Show More

Heloise Greeff

United Kingdom

4mo

📊 Market Update – A Breather The US–Iran ceasefire deal landed over the weekend, Brent has dropped below $83, and the S&P 500 near all-time high. Markets are exhaling. But the Strait of Hormuz still needs to be physically de-mined, the US and its allies disagree on how quickly shipping can resume,... Show More

Heloise Greeff

United Kingdom

6mo

📊 Market Update: EU Chips Act II and the Slow Build-Out of European Industrial Sovereignty The EU is preparing Chips Act II for late May. The most striking change in the draft: Brussels would be able to invest directly in semiconductor fabs, not just channel state aid via member governments. The first... Show More

Heloise Greeff

United Kingdom

6mo

📊 Market Update – Stocks Lifted by Intel, but the Geopolitical Overhang Has Not Gone Away US futures pushed higher overnight after Intel jumped ~19% on a strong sales forecast, extending a 17-day run in semiconductors. At the same time, oil stayed elevated and the Strait of Hormuz is still effectively... Show More

Heloise Greeff

United Kingdom

6mo

📊 Market Update – A Pause in the Storm Some of the world's biggest funds (Schroders, Jupiter, Franklin Templeton, Allspring) are moving back into Treasuries, AI stocks, and defence names today as the US–Iran ceasefire takes hold and war-driven uncertainty fades. Bloomberg is calling it a decisive... Show More

Heloise Greeff

United Kingdom

7mo

📊 Market Update – Hedge Fund Capitulation & Portfolio Positioning Goldman Sachs reported today that hedge funds have cut global equity holdings for six consecutive weeks. Short exposure in European macro products is at an 11-year high. Their trading desk is calling it capitulation. Historically,... Show More