Sandra Maenner Holtz
Sandra Maenner Holtz @SandyVizir

Performance
All

10.47%2026
2026
-3.59%2025
2025
37.38%2024
2024
-68.34%2023
2023
68.3%0%-68.3%
Sandra Maenner Holtz
β˜• SANDY’S MORNING MARKET BRIEF β€” OCT. 15 Three things worth knowing before today’s session: πŸ“‰ 1. AI stocks plunge worldwide South Korea’s KOSPI fell over 8%, triggering a trading halt. Higher financing costs are hitting AI stocks, despite $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) reporting... Show More
Sandra Maenner Holtz
β˜• SANDY’S MORNING MARKET BRIEF β€” OCT. 14 Three things worth knowing before today’s session: πŸ‡ΊπŸ‡Έ 1. US inflation takes center stage September CPI is due at 14:30 Paris time. Annual inflation is expected near 3.6%, potentially influencing the Fed’s next rate decision. πŸ“ˆ 2. AI stocks rebound in Asia Asian... Show More
Sandra Maenner Holtz
β˜• SANDY’S MORNING MARKET BRIEF β€” OCT. 13 Three things worth knowing before today’s session: πŸ“‰ 1. AI chip stocks tumble Asian tech shares plunged amid concerns over growing Chinese semiconductor competition. South Korea’s KOSPI fell over 5%, with SK Hynix losing around 10%. πŸ›’οΈ 2. $OIL retreats,... Show More
Sandra Maenner Holtz
β˜• SANDY’S MORNING MARKET BRIEF β€” OCT. 12 Three things worth knowing before today’s session: πŸ›’οΈ 1. $OIL eases, but risks remain Brent slips toward $104 amid hopes of a Russia–Ukraine energy truce. No deal is confirmed, while Gulf attacks and shipping disruptions keep supply risks elevated. πŸ’΅ 2. Inflation... Show More
Sandra Maenner Holtz
β˜• SANDY’S MORNING MARKET BRIEF β€” OCT. 9 Three things worth knowing before today’s session: πŸ“‰ 1. Wall Street’s tech rally loses momentum The $SPX500 fell 0.47% yesterday, while the $NSDQ100 dropped 1.25%. AI stocks came under pressure as investors questioned the enormous cost of AI infrastructure. πŸ›’οΈ... Show More
Sandra Maenner Holtz
β˜• SANDY’S MORNING MARKET BRIEF β€” OCT. 8 Three things worth knowing before today’s session: πŸ›’οΈ 1. $OIL surges above $100 Brent crude climbed toward $104, driven by renewed Middle East supply concerns and hurricane-related production shutdowns in the US Gulf. Higher energy prices could reignite inflation... Show More
Sandra Maenner Holtz
β˜• SANDY’S MORNING MARKET BRIEF β€” OCT. 7 Three things worth knowing before today’s session: πŸ“ˆ 1. Wall Street hits new records The $SPX500 closed +0.58% and the $NSDQ100 +0.45%, both at record highs. AI and semiconductors remain major drivers as markets turn their attention toward Q3 earnings. πŸ’΅ 2.... Show More
Sandra Maenner Holtz
πŸ“Š August 2026 β€” Monthly Review A strong month for the portfolio, with +4.99% in August, bringing 2026 YTD performance to +16.08%. The longer-term picture remains solid too, with a +33.09% 2-year return, while maintaining a risk score of 4. Semiconductors and Asian markets remained important contributors,... Show More
Sandra Maenner Holtz
πŸ“Š Week in Review β€” Strong Finish A solid week for the portfolio, with YTD performance reaching +16.54%, while the risk score remains at 4. Two-year performance now stands at +32.62%, with 57.89% profitable weeks. Semiconductors and Asia provided much of the momentum, with $SMH (VanEck Vectors Semiconductor... Show More
Sandra Maenner Holtz
πŸ“Š July 2026 Portfolio Update July ended with a -0.83% monthly return. While the result is slightly negative, it reflects a period of consolidation after a very strong first half of the year, with the portfolio remaining +10.64% year-to-date. The semiconductor exposure continued to be the main source... Show More

About Sandra Maenner Holtz
France
Strategy: Diversifed ETF

πŸ’Žβ€‹ Long-term investor πŸ’Ό DCA & Compound interest strategy πŸ’° Minimum copy amount $400
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