Roberto Anzellotti @IlMatematico: " DISCOVER @IlMatematico: #18 MOST COPIED..."

Italy

DISCOVER @IlMatematico: #18 MOST COPIED INVESTOR ON ETORO (#1 IN ITALY) For the past 6 months, I've consistently ranked in the TOP 20 most copied investors globally and am proud to be the 1st Italian present in the ranking. Discover my profile and learn more about my journey. 🆒 ABOUT ME I am a software engineer with over 10 years of investing and trading experience, and I have been an eToro Investor since 2017. Born and raised in Italy, I am a fundamental analysis enthusiast. As an Information Engineer, I bring a unique perspective to understanding tech stocks, but my expertise spans various sectors. My investment journey began in 2016, focusing on single stocks and stock picking, which I prefer over index investing. Through eToro’s platform and its social investing features, I share my strategies transparently, with a tracked and certified history. In December 2023, I achieved the certification test for CISI Level 3 International Certificate in Wealth & Investment Management and since January I have become a Popular Investor Elite on eToro. PERFORMANCE On eToro I tracking my performance since 2017 and I’m a Popular Investor (now on abbreviated to P.I.) since 2018. My average annual return is over 💥38.29% per year 💥 , +1037% 𝐢𝐧 7 𝐲𝐞𝐚𝐫𝐬 and 6 months! (numbers as of June 30, 2024). You can see my performances certified directly by eToro on my account page: www.etoro.com/people/ilmatematico/stats STRATEGY I have 3 investment areas: - ETFs, Value stocks & Dividend stocks (40%); - Growth stocks (30%); - Cryptocurrencies (30%). I usually keep 10% liquidity in the account, but this value can change depending on the moment. I invest for the long term. So I consider myself an investor, not a trader. To find out the difference between the two terms you can read this post of mine: etoro.tw/3CcE65c My investment strategy is quite aggressive. With a long-term time horizon, I aim to increase risk for potentially higher returns, leveraging the time variable to mitigate risks. Therefore, a long-term perspective is fundamental. ETFs, Value stocks & Dividend stocks are the most “prudent” part of my portfolio. Forgive me if I tell you that I have never conceived of investing in bonds, which are too conservative, IMHO, and which I consider to have a risk/reward that is not worth investing in. The need for this block lies in the need to reduce the volatility of the portfolio, both to protect the portfolio from declines and to keep the Risk Score assigned by eToro to its investors low. Typically dividend companies and Value stocks are very resistant to moments of crisis, but they also know how to give nice surprises as in the case of $MSFT (Microsoft) (Microsoft) which, taken from a value company, this year has outperformed both $SPX500 and $NSDQ100 or like $PAGP (Plains GP Holdings LP) (Plains GP Holdings) which taken for its dividends, has made +56% and now pays a dividend that is almost 11.2% per year compared to the carrying price. Growth stock selection is the first very aggressive part of my portfolio. these are stocks of companies that are expected to grow at a rate significantly above the market average. Usually this selection aims to outperform the benchmark: Greater growth therefore greater risk. Cryptocurrencies: This is the other third of my portfolio that is normally considered high-risk. Even if cryptocurrencies have strong volatility and are classified as risky assets, it must be said that they have a risk/reward that very few assets can offer at the moment. This is why I am currently approximately 30% exposed to this asset. For the future, and we will talk about it later, the forecast is a progressive decline in this % in the portfolio, until it reaches relatively small shares in the portfolio. The 33–33–33 ratio with which I began 2024 is evolving. I have now achieved my goal of adjusting the ratio to 40% for value and dividend stocks, with the remaining 30% allocated to the other two categories. My goal is to maximize returns while minimizing risk, and it really seems like I’m succeeding. Analyst @PGuenther’s rankings confirm my approach in this post: etoro.tw/4dGKLoO I POST A LETTER TO MY COPYISTS EVERY QUARTER. FOLLOW THE LINK IN THE FIRST COMMENT TO READ IT. SOCIAL If you are an eToro user but you don’t follow me yet, I invite you to add me to your list of followed people by clicking on this link: www.eToro.com/people/ilmatematico I’m recently starting my Social Media accounts: on Twitter: twitter.com/il_matematico on Instagram: www.instagram.com/the.small.investor/

5 Mentioned

MSFT

Microsoft

SPX500

NSDQ100

PAGP

Plains GP Holdings LP

IlMatematico

Roberto Anzellotti

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