Niccolรฒ De Vicari
๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—ฅ๐—ฒ๐—ฐ๐—ฎ๐—ฝ Dividend received: $XLU (Utilities Select Sector SPDR) $VWO (Vanguard FTSE Emerging Markets) 1038.HK $STMMI.MI (STMicroelectronics Company) $WM (Waste Management Inc) $SCHD (Schwab US Dividend Equity ETF) FMG.ASX Portofolio changes: None ๐—ช๐—ผ๐—ฟ๐—น๐—ฑ Global geopolitical tensions during late September 2025 have intensified, with ripple effects across markets and policy. The Russiaโ€“Ukraine conflict remains unresolved, while the Israelโ€“Hamas crisis has reignited regional instability. Diplomatic fractures were evident at the UN General Assembly, where major powers failed to reach consensus on key issues, and several countries signaled conditional recognition of a Palestinian state. Meanwhile, Chinaโ€™s economic slowdown and trade realignments are reshaping global supply chains, and AI-driven disruption is challenging traditional governance models. --------------------------------------------------------------------------------------------------------- If you're considering mirroring my portfolio, I'm happy to share insights and answer any questions you might have. Feel free to reach out for clarification on strategy, asset allocation, or individual positionsโ€”I'm here to help you understand the reasoning behind each move. ***The information provided in this post is for general informational purposes only and does not constitute financial, investment, or other professional advice. Past performance is not indicative of future results.