Niccolò De Vicari @Nykuenz: "𝗪𝗲𝗲𝗸𝗹𝘆 𝗥𝗲𝗰𝗮𝗽 Dividend received: $PBR.A ..."

Italy

𝗪𝗲𝗲𝗸𝗹𝘆 𝗥𝗲𝗰𝗮𝗽 Dividend received: $PBR.A (Petroleo Brasileiro ADR) CNI $BNP.PA (BNP Paribas SA) $PEP (PepsiCo) $KO (Coca-Cola) Portofolio changes: FMG.ASX (buy) 𝗪𝗼𝗿𝗹𝗱 This past week saw escalating geopolitical tensions, with renewed violence in Gaza, with mass protests and a general strike in solidarity with Palestine and continued conflict in Ukraine shaking global diplomacy. The U.S. government shutdown disrupted key economic data releases, while weak labor signals prompted renewed rate cut expectations. China’s slowdown and shifting trade routes reshaped supply chains, as AI disruption challenged governance norms. Forex markets hit record volumes, with the dollar still dominant despite volatility --------------------------------------------------------------------------------------------------------- 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 positions—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.

4 Mentioned

PBR.A

Petroleo Brasileiro ADR

BNP.PA

BNP Paribas SA

PEP

PepsiCo

Coca-Cola

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