Stanley Druckenmiller | eToro Smart Portfolio

Stanley Druckenmiller @StanleyDruck13F

Performance
0% Return
All

2025

2024

2023

2022

2021

2020

2019

2018

61.8%0%-61.8%

Return YTD 41.94%

Return 2Y 149.25%

Avg. Risk Score (last 7D)

Profitable Weeks 62.96%

Discussions

@StanleyDruck13F

Smart Portfolio

Dear Investors, Here is your monthly update for November 2025 ✨ November was a volatile month for markets, with major indexes swinging sharply before recovering most losses. Concerns over a potential AI bubble, shifting expectations around U.S. rate cuts, and weakness in crypto contributed to the... Show More

@StanleyDruck13F

Smart Portfolio

Edited

Dear Investors, Here is your monthly update for October 2025 ✨ Global equities extended their rally in October, hitting record highs as tech strength, easing U.S.-China tensions, and expectations of lower interest rates supported investor optimism. Nvidia reached a record $5 trillion valuation, fueling... Show More

@StanleyDruck13F

Smart Portfolio

Dear Investors, Here is your monthly update for September 2025 ✨ September was a strong month for global equities, with the S&P 500, Dow Jones, and Nasdaq all reaching record highs. Gains were driven by expectations of lower U.S. interest rates (first rate cut of the year), strong corporate earnings,... Show More

@StanleyDruck13F

Smart Portfolio

🔧 TSMC Sales Surge on AI Chip Demand 🔹 $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) reported August revenue up 34% YoY to NT$335.8B ($11.1B), fueled by strong demand for advanced AI semiconductors. 🔹 The chipmaker — $NVDA (NVIDIA Corporation) key manufacturing partner — is expected to... Show More

@StanleyDruck13F

Smart Portfolio

Dear Investors, Here is your monthly update for August 2025 ✨ Global markets saw record highs during the month as strong earnings, solid economic data, and tech giants fueled optimism. Artificial intelligence dominated the spotlight, with companies like Nvidia and Palantir reporting booming revenues... Show More

@StanleyDruck13F

Smart Portfolio

🔄 From AI Chips to Wall Street Banks: Druckenmiller’s Latest Pivot Stanley Druckenmiller’s Q2 rebalance wasn’t about chasing the usual headlines—it was about positioning for what comes next. Instead of pouring more into the familiar AI megacaps, his team took a bold step into $ENTG (Entegris Inc)... Show More

@StanleyDruck13F

Smart Portfolio

Dear Investors, Here is your monthly update for July 2025 ✨ Stocks surged in July, hitting new highs amid strong earnings, AI momentum, and trade deals. Nvidia, Meta, and Microsoft led tech; energy and industrials also rallied. The Fed and the BCE held rates steady Bitcoin hit all-time highs as... Show More

@StanleyDruck13F

Smart Portfolio

🚀 TSMC Delivers Record Q2 Profit & Accelerates U.S. Expansion Taiwan Semiconductor Manufacturing Co. (TSMC) has posted a massive 61% year-over-year surge in Q2 profit, reaching $7.5 billion, as demand for high-performance AI chips remains unstoppable. Strong orders from key clients like Nvidia,... Show More

@StanleyDruck13F

Smart Portfolio

🖥️ TSMC to Accelerate Buildup of US Fabs 🖥️ $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) is expected to start selecting suppliers this quarter for its 3rd fab in Arizona, striving to complete the contract award before the end of the year, Taipei-based Commercial Times reports, citing an... Show More

@StanleyDruck13F

Smart Portfolio

Dear Investors, Here is your monthly update for June 2025 ✨ June was a strong month for markets, with the S&P 500 and Nasdaq-100 hitting record highs, driven by renewed tech optimism—particularly around AI and chip stocks like Nvidia and AMD. Defense and cybersecurity sectors rallied following... Show More