Roberto Accaino
PORTFOLIO UPDATES Dear copiers, followers and readers, The first week of the year proved to be very favorable for European markets, with a series of records for many indices, despite a still tense geopolitical context. On the contrary, Wall Street showed greater caution, penalized by the technology sector. The capture of Nicolas Maduro has brought the defense sector back into the spotlight. Our portfolio performed exceptional numbers this week, despite being mainly invested in American technology stocks, investing little in Europe and little in the defense sector, demonstrating that the important thing is the focus on growth stocks. Here are the top stocks in our portfolio this week: - +50,26% $BE (Bloom Energy Corp) - +49,93% $SNDK (Sandisk Corp/DE) - +48,23% $APLD (Applied Digital Corporation) - +24,86% $ASTS (AST SpaceMobile Inc) - +21,71% $IREN (Iris Energy Ltd) - +20,10% $MU (Micron Technology, Inc.) And here is the performance of the portfolio: 🟢in the week : +5.54% vs. SPX500: +1.52% 🟢from 8/19/2025: +19.10% vs. SPX500: +7.97% Here are the performances of the two reference portfolios that I am replicating in my portfolio: 🟢NEW portfolio (top 6 speculative) in repeat from the end of October 2025: in 5 years: +17967.67% Annualized: +182.73% 🟢TOP 10 portfolio (top 10 fundamentals) in repeat from 19 August 2025: from April 19, 2024: +155.39% Annualized: +75.53% To optimize a portfolio it takes years of work and experience, I have been working on it for almost 30 years and I can guarantee you that in those two portfolios that I mentioned there are no numbers from the air, but the experience of a lifetime in this sector and they are also real portfolios, now they receive a decisive boost from eToro's AI. Attached below is our portfolio compared with the SPX500 in the period from August 19th, keep an eye on it and don't miss it. So guys follow me and put me in your favorites list, and in the next adjustment buy with a share of your portfolio or additional purchases because as you can see from the graph, this portfolio rises much more than the market when the momentum is positive. Good continuation. Roby NB: My comments are not financial advice, just personal observations. $NSDQ100 $SPX500