[End of Sep Update]
The market is on an upward trend, and as of now, the portfolio is up 4.32% this month. The current AI-fueled rally bears a striking resemblance to the early days of the dot-com bubble. It feels like every sector is being reshaped by AI, driving explosive demand for semiconductors and energy infrastructure.
My approach to this environment is to embrace the momentum while staying disciplined—aiming to capitalize on the upside, but with strict risk management. Stop-loss orders are essential, and I make sure to set and respect them. Every day brings a wealth of new opportunities, and I’m eager to capitalize on them to grow the returns and further strengthen the portfolio.
Best regards,
Can... Show More
Vi invito a dare un'occhiata al mio profilo, un cordiale saluto, GV... Show More Translate
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