Driverless
Smart Portfolio
Dear Investors, Here is your monthly update for January 2026 ✨ January saw broad gains across equity markets, though performance varied by region and sector. European indices and US small caps outperformed the S&P 500 and Nasdaq, while Energy led sector returns on higher oil prices. Geopolitical developments dominated sentiment, lifting defence and energy stocks amid heightened global tensions. Corporate earnings were mixed: semiconductor stocks surged on strong AI-driven demand, while software continued to struggle. Outside equities, the US dollar weakened on rate-cut expectations and Fed leadership uncertainty, while gold, silver, and oil posted strong gains amid geopolitical risk. Cryptoassets declined as investors reduced exposure to higher-risk assets. 💭 Find out more about what happened in January with eToro's Smart Portfolios Monthly summary here: etoro.turtl.co/story/etoros-investment-office-performance-report-jan26 **New on eToro, the @FED-RatePlus Smart Portfolio! Designed to protect the funds with Short-Duration Bonds, both U.S. Treasury and Investment Grades Corporate risk. Check out more about it in this post: etoro.tw/460s0vf ** Performance Stats: @Driverless -> January: -0.64% , QTD: -0.64% YTD: -0.64% Benchmark (NYFSAEVN - NYSE FactSet Global Autonomous Driving and Electric Vehicle Net Total Return Ind) -> January: 1.73% , QTD: 1.73% YTD: 1.73% Best Performer: $AMPX (Amprius Technologies Inc) 57.67% Worst Performer: $RIVN (Rivian Automotive) -25.16% Portfolio Indicated Dividend Yield: 0.67% Some of the assets inside the @Driverless Smart Portfolio are: $1810.HK (Xiaomi Corp) , $01211.HK (BYD Co Ltd) , $GM (General Motors Co) , $MRVL (Marvell Technology Group Ltd) , $NXPI (NXP Semiconductors) , $F (Ford Motor Co) , $COHR (Coherent Corp) , $LITE (Lumentum Holdings Inc) , $00175.HK (Geely Automobile Holdings Ltd) , $STLA.US (Stellantis NV) , $LI (Li Auto Inc-ADR) ❓ Check out the portfolio fact sheet by clicking the following link: bullaware.com/factsheet/Driverless This Smart Portfolio is a long-term investment vehicle. Therefore, since market trends can change over time, you should set realistic goals and assess your investment performance over a prolonged period. Please remember past performance is not indicative of any future performance.