Thomas Violi @farlys: "🇬🇧 🚀 Mid-January Update: Portfolio..."

Italy

🇬🇧 🚀 Mid-January Update: Portfolio Surges to +5.01%! We are almost at the mid-month mark, and the portfolio results are exceptional. Despite general market uncertainty, our strategy is paying off with a growth of +5.01%, bolstered by a strong push over the last few days. 🏆 Benchmark Challenge: 2026 Goals in Sight As I previously shared, outperforming the major U.S. indices is one of my primary goals for 2026. Mid-January data confirms we are on the right track: 🟢 My Portfolio: +5.01% 🔵 $SPX500: +1.66% 🟣 $NSDQ100: +2.04% We are significantly beating Wall Street, currently trailing only the most volatile assets of the moment: $BTC (+7.85%), the Japanese $JPN225 (+7.12%), and $GOLD (+6.2%). As a reminder, I manage my Bitcoin exposure in a private portfolio outside of eToro for security, but its rally validates the return of a global "risk-on" sentiment. 🔥 What drove the push in the last few days? This jump above 5% isn't accidental. Three key factors moved the market this week: Rotation to Value and Europe: We've seen capital rotating out of "overcrowded" U.S. Tech names into sectors with stronger fundamentals. This favored our positions in $UCG.MI (UniCredit Commercial Bank) (+1.16%), $BBVA (+1.14%), and $IBE.MC (Iberdrola) (+1.29%), which offer solid dividends and more attractive valuations. The Chinese Awakening: The Chinese tech sector received a fundamental boost from new government plans to integrate AI into manufacturing. This propelled $BABA (Alibaba-ADR) (+3.59%), which remains our main engine for the start of the year. Macro Stability: Recent inflation data has reassured investors that central banks might not need to be more aggressive than expected, fueling the momentum for "risk-on" assets and discounted growth stocks. 🛠️ The Power of Rebalancing These results are the direct outcome of the slight rebalancing performed at the beginning of January. Reducing weight in some U.S. tech giants that dominated 2025 (like $NVDA (NVIDIA Corporation) or $MSFT (Microsoft), which are currently flat or slightly red in our heatmap) to pivot toward the Asian recovery and European banking solidity has allowed us to capture this "extra-return" compared to general indices. 🎯 Outlook Beating the $SPX500 and $NSDQ100 by about 3 percentage points in just two weeks is a perfect start to our annual goal. The road is long, but our geographic and sectoral diversification is proving to be our best compass for navigating 2026. How is your year starting? Are you keeping up with the Gold/Nikkei rally or are you still heavily anchored to U.S. indices? Let me know in the comments! 👇