Francesco Russo
๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐ฎ๐ฉ๐๐š๐ญ๐ž: ๐–๐ก๐ฒ ๐ˆ'๐ฆ ๐€๐ ๐ ๐ซ๐ž๐ฌ๐ฌ๐ข๐ฏ๐ž๐ฅ๐ฒ ๐๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐ญ๐ก๐ž ๐‘๐ž๐›๐จ๐ฎ๐ง๐ ๐Ÿš€ Hello Copiers and Followers! ๐Ÿ‘‹ Here is your weekly update on our portfolio performance and what to expect next. ๐Ÿ“‰ ๐–๐ž๐ž๐ค๐ฅ๐ฒ ๐๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž My portfolio: -3.0% S&P 500: -1.79% ๐Ÿ“Š ๐˜๐ž๐š๐ซ-๐“๐จ-๐ƒ๐š๐ญ๐ž (๐˜๐“๐ƒ) My portfolio: +22.6% โœ… S&P 500: +12.3% ๐Ÿ‘€ ๐–๐ก๐š๐ญ ๐‡๐š๐ฉ๐ฉ๐ž๐ง๐ž๐? You might see some red this week. This is because I made an aggressive move to buy more Bitcoin as the price dropped, along with adding Meta, Palantir, and Nvidia. While the market is fearful right now, I see a huge opportunity. Nvidia just posted incredible numbers, and the long-term AI trend is strong. I wanted us positioned for the rebound, even if it causes a little short-term pain. ๐Ÿ’Ž๐Ÿ™Œ ๐Ÿ“… ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค ๐Ÿ๐จ๐ซ ๐“๐ก๐ž ๐–๐ž๐ž๐ค This is Thanksgiving week in the US! ๐Ÿฆƒ Expect lower volume: Markets are closed Thursday and close early Friday. Data: We are watching for inflation data that could confirm a Fed rate cut in December (which would be great for our tech stocks!). ๐Ÿ”„ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž & ๐๐ž๐ฐ ๐€๐ฅ๐ฅ๐จ๐œ๐š๐ญ๐ข๐จ๐ง I have fully rebalanced the portfolio for the long run. I do not plan to add more funds until January 2026. ๐Ÿ‘‡ See my new allocation below ๐Ÿ‘‡ ๐Ÿ’ก This is the perfect time for new copiers to start! Let me know your thoughts in the comments! ๐Ÿ‘‡ Have a great week! FR $BTC $NVDA (NVIDIA Corporation) $GOOGL (Alphabet Inc Class A) $META (Meta Platforms Inc) $PLTR (Palantir Technologies Inc.)
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