Dear copiers, investors, and followers,
In July 2025, the S&P500 and the Nasdaq closed sharply higher, reaching new all-time highs. The rally was driven by tech stocks and artificial intelligence, as far as our portfolio is concerned, especially thanks to $NVDA (NVIDIA Corporation) , $AMD (Advanced Micro Devices Inc) and $GOOG (Alphabet) .
The DAX, on the other hand, was more volatile, in my opinion, partly due to the rally at the beginning of the year that pushed valuations higher, making it more vulnerable to profit-taking.
The most significant impact on our portfolio, however, came from the dollar: the main currency pairs, in particular $USDSEK, our most traded asset, finally caught a breath.
A sore spot was palladium: ongoing tensions with Russia pushed prices far above real market demand.
What can we expect in the future?
Indices remain strong, but sooner or later the effect of tariffs may be felt, even if probably not as dramatically as initially feared.
Ad maiora... Show More
Thanks for the update, we can allways lear from an investor like you. I also think tariff will help in the short term, but in the long run it will affect, inflation will be a serious issue.
... Show More
Buonasera,
Mi chiamo Marco Monoscalco sto valutando di iniziare a copiarti su eToro. Ho notato la tua performance e mi ha colpito molto la gestione del rischio e la costanza dei tuoi risultati.
Mi piacerebbe capire meglio la tua strategia:
Hai un orizzonte temporale preciso quando apri le posizioni?... Show More Translate
Good luck in the final months of the year... Show More
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Sat Mar 07 2026 20:46:18 GMT+0000 (Coordinated Universal Time)
