Pietari Laurila
Pietari Laurila @triangulacapital

Performance
All

-5.76%2026
2026
46.07%2025
2025
22.70%2024
2024
31.77%2023
2023
1.57%2022
2022
37.42%2021
2021
0.34%2020
2020
46.1%0%-46.1%
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 13 แดŠแดœสŸส 2026 Terry Smith is one of Britain's best-known fund managers. His strategy can be summarised in three simple steps: buy good companies, don't overpay and then do nothing. For many years, this approach worked exceptionally well. More recently, however, performance has... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 6 แดŠแดœสŸส 2026 H1 2026 was a weak period for the portfolio. The portfolio has declined 7% in USD terms year-to-date, while global equity markets have gained 10%. During much of H1, the portfolio was positioned more defensively than usual because of elevated macroeconomic and geopolitical... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 29 แดŠแดœษดแด‡ 2026 One of the biggest questions for investors today is whether the AI boom has become another Dotcom bubble. Many investors still remember that the 1999 Dotcom bubble was followed by a market decline of 50%. The good news is that today's environment looks very different... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 22 แดŠแดœษดแด‡ 2026 Goldman Sachs recently published an update to their 2022 report that argued we have entered a new "Post Modern" investment cycle. finance.biggo.com/news/68296f92-8b08-4fee-9322-cd0503a9ddcc www.goldmansachs.com/pdfs/insights/pages/gs-research/the-postmodern-cycle/report.pdf Goldman... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 15 แดŠแดœษดแด‡ 2026 When the United States and Iran entered into direct conflict, many analysts predicted that oil would quickly reach $150 or even $200 a barrel. After all, around one-fifth of global oil consumption normally passes through the Strait of Hormuz, making it one of the world's... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 8 แดŠแดœษดแด‡ 2026 Technology stocks have outperformed Consumer Staples and Financials by 67 percentage points over the last year. The last similar occurrence was in Q1 2000, at the height of the internet bubble, which was followed by a long period of poor returns for Technology. https://x.com/JeffWeniger/status/2062649070976426419 This... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 1 แดŠแดœษดแด‡ 2026 Despite the Strait of Hormuz remaining closed for three months, oil is still trading below $100 a barrel. That is lower than the levels reached following Russia's invasion of Ukraine in 2022, when a major supply disruption was feared but ultimately never materialised, and... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 25 แดแด€ส 2026 If the war in Iran ends, many of the sectors that have declined over the past three months could reverse course. Health Care, Consumer Staples, Industrials and Financials have all come under pressure due to the war, while Energy and Technology have gained. One sector that... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 18 แดแด€ส 2026 Geopolitical shocks have become one of the defining features of the 2020s. Wars, pandemics, trade conflicts and political uncertainty can no longer be ignored in the way they often were during the โ€˜end of historyโ€™ era that followed the Cold War. Geopolitical shocks can be... Show More
Pietari Laurila
Pietari Laurila
United Arab Emirates
แดกแด‡แด‡แด‹สŸส แดœแด˜แด…แด€แด›แด‡ 11 แดแด€ส 2026 One interesting aspect of investing publicly on eToro is the role comments play during difficult periods. During drawdowns, comments naturally become more critical. When a portfolio falls, frustration rises and people look for explanations. At times, these comments can be... Show More

About Pietari Laurila
United Arab Emirates
Strategy: Value

Triangulating Value + Macro + Technical Analysis. Cheap stocks with macro tailwinds.
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