Domenico Doronzo
Domenico Doronzo @viveredidividend

Performance
All

-4.34%2026
2026
24.13%2025
2025
16.67%2024
2024
13.91%2023
2023
-22.17%2022
2022
-2.12%2021
2021
24.45%2020
2020
24.5%0%-24.5%
Domenico Doronzo
UnitedHealth –20%: How I Reduced Risk Before the Drop When UnitedHealth Group $UNH (UnitedHealth) started to weaken, I did not predict a crash. I did not have privileged information. And I did not make a macro call. What I did have was something far more important: a portfolio risk-management framework. That... Show More
Domenico Doronzo
📉 This 150-Year-Old Market Cycle Still Explains Why Most Investors Buy High and Sell Low Markets crash when fear peaks. They top when everything feels “safe.” A century-old theory explains why — and what investors can still learn from it today. When markets turn volatile, investors ask the same question... Show More
Domenico Doronzo
🧨 BIG MONEY MOVES TO REAL ESTATE Last week something strange happened. Interest rates moved higher — and real estate didn’t fall. In fact, parts of the real estate market started to rise. That’s not normal. And when markets do “abnormal” things, it’s usually worth paying attention. What just happened... Show More
Domenico Doronzo
Everyone Is Bullish. Markets Are Rising. So Why Are Big Investors Quietly Protecting Themselves? Stocks are going up. Small caps are outperforming. Volatility is low. Sentiment is optimistic. And yet… something doesn’t add up. If everything is really “risk-on”, why are professional investors paying... Show More
Domenico Doronzo
NICE: A “Boring” AI Winner? What the AOK Bayern Deal Really Signals (and What It Doesn’t) This week NICE ( $NICE (Nice Ltd-ADR) announced that AOK Bayern, one of Germany’s largest statutory health insurers, has deployed NICE CXone on the EU Sovereign Cloud to modernize customer service for 4.5 million... Show More
Domenico Doronzo
Why I Sold Berkshire Hathaway ( $BRK.B (Berkshire Hathaway Inc) ): Risk Management, Not Market Timing I’ve decided to fully exit my position in Berkshire Hathaway. Not because the company changed. Not because I’m bearish on markets. And not because I’m trying to time the next move. This decision... Show More
Domenico Doronzo
TSMC Q4 2025: record results, but is the stock still an investment? The Q4 2025 results of TSMC $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) were nothing short of outstanding. Revenues, margins, and profits all exceeded expectations, confirming that AI- and HPC-driven demand is real, structural,... Show More
Domenico Doronzo
Adobe, AI fears and falling prices: time to invest? When a high-quality company like Adobe starts falling in price, fear spreads quickly. The narrative is familiar: AI will disrupt creativity, free tools will replace professionals, Adobe’s moat is gone. For long-term investors, this is exactly the moment... Show More
Domenico Doronzo
Netflix: Should You Buy Before or After the January 20 Earnings? ⏱️With Netflix $NFLX (Netflix, Inc.) reporting earnings on January 20, many investors are asking the same question: is it better to buy before earnings or wait until after to reduce risk? It’s a reasonable question. But for long-term... Show More
Domenico Doronzo
🎯 Games Workshop: when the core business beats the hype (and why this is a true Quality Compounder) Games Workshop $GAW.L (Games Workshop) has just released its latest half-year results. At first glance, many investors focused on one headline: licensing revenue down. That’s the wrong takeaway. If... Show More

About Domenico Doronzo
Italy
Strategy: Value

Long-term value investor. Global, focused, no hype. Just smart investing based on data
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