Solonas Kyprou
Solonas Kyprou @SolKInvesting

Performance
All

0.55%2026
2026
4.33%2025
2025
12.09%2024
2024
47.59%2023
2023
-48.07%2022
2022
1.25%2021
2021
32.72%2020
2020
48.1%0%-48.1%
Solonas Kyprou
Solonas Kyprou
United Kingdom
Hi Copiers, Over the past month, US equity markets have continued to be driven by optimism around artificial intelligence, resilient corporate earnings and expectations that monetary policy could become more accommodative later this year. At the same time, investors have become more selective, with... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
Hi copiers, The U.S. market has been balancing optimism with caution. Investors have continued to focus on inflation, interest rates and the Federal Reserveโ€™s tone, especially after the latest Fed meeting kept attention on whether rates may need to stay higher for longer. This has affected sentiment... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ This month I made an important change to the portfolio. I exited Adobe, eToro, PayPal and Netflix as I believe the broader market has become increasingly expensive, with many quality companies now priced for very optimistic outcomes. These are businesses... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ Hi everyone, A quick update on the portfolio and the thinking behind the changes Iโ€™ve made over the past month. Yesterday I decided to exit ADBE, ETOR, NFLX and PYPL for now, as I currently see $BRK.B (Berkshire Hathaway Inc) as a much more undervalued... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
Hey everyone, hereโ€™s a quick update on the portfolio and the broader market over the last month. The general market has become a lot more cautious lately. The ongoing war resulting in higher oil prices, inflation concerns, and a more uncertain rate outlook have added a lot of pressure on $NSDQ100. The... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
Hi everyone, hope youโ€™re doing well. Hereโ€™s the monthly check in covering the last few weeks across the portfolio and the broader market. ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—Ÿ๐—ฎ๐—ป๐—ฑ๐˜€๐—ฐ๐—ฎ๐—ฝ๐—ฒ The $QQQ (Invesco QQQ) and $SPX500 have had a choppier stretch recently as investors juggle two big narratives at once: cooling... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
Hi everyone! Here is our quick monthly check in covering our portfolio and the overall picture for the $NSDQ100 and the $SPX500. I am keeping it tight and focused on catalysts, tailwinds, and any watch outs. $PYPL (PayPal Holdings) Two fresh product moves stood out. First, PayPal Ads debuted Transaction... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—๐—ฎ๐—ป๐˜‚๐—ฎ๐—ฟ๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Hey everyone, quick check in on the portfolio and the market over the last month. ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜€๐—ป๐—ฎ๐—ฝ๐˜€๐—ต๐—ผ๐˜ The $SPX500 and $NSDQ100 spent late December near highs as investors weighed cooling inflation, an eventual Fed cutting... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ - ๐——๐—ฒ๐—ฐ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Hey everyone, quick check in on the portfolio and the market over the last month. ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜€๐—ป๐—ฎ๐—ฝ๐˜€๐—ต๐—ผ๐˜ The NASDAQ and the $SPX500 were choppy as investors digested the Federal Reserve rate cut on 10 December and a... Show More
Solonas Kyprou
Solonas Kyprou
United Kingdom
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€ข ๐—ก๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Hi everyone! The $NSDQ100 and the $SPX500 saw a quick air pocket after a sharp move lower. We view that reset as healthy given how high valuations remain across many parts of the market. There will likely be some early resistance... Show More

About Solonas Kyprou
United Kingdom
Strategy: Multi-Strategy

Investing in value until the macro environment stabilises, then rotating into growth.
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28.6K Followers