Massimiliano Spallanzani @TradingInvest890: "Hello everyone, First, my apologies for..."

Italy

Hello everyone, First, my apologies for the delayed update — the past weeks have been particularly busy. At the end of October I had the pleasure of attending the eToro PI Summit 2025 in Cyprus, and I’d like to thank the $ETOR (eToro Group LTD) team for organising such an insightful event. It was great to meet many fellow Popular Investors and exchange ideas in person. From a market perspective, October showed both resilience and a sense of caution. Major indices remained resilient, driven by solid earnings from big tech and renewed interest in AI and growth themes. At the same time, macro data and central bank remarks, combined with persistent geopolitical concerns, highlighted that markets are still navigating a fragile balance. Cryptocurrencies once again captured investors’ interest. In my portfolio I kept most positions unchanged, while initiating new entries in $OKLO (Oklo Inc), $GOOGL (Alphabet Inc Class A) (Google), $AAPL (Apple) (Apple), $MSFT (Microsoft) (Microsoft), $DOGE (Dogecoin), $FICO (Fair Isaac Corporation) (Fair Isaac Corporation) and $IBM (International Business Machines Corporation (IBM)) (International Business Machines). These picks reflect my belief in long-term quality and structural themes rather than short-term trades. At the same time, I maintain a significant cash buffer, preserving flexibility for future opportunities. My strategy remains long-term oriented: limit risk, hold strong businesses, keep liquidity ready, and avoid being swayed by every headline. Thank you for your trust and commitment — I’ll continue monitoring developments closely and keep you posted. Happy investing!