Mike Moest
β˜… 𝐄𝐧𝐝 𝐨𝐟 πŽπœπ­π¨π›πžπ« π”π©ππšπ­πž β˜… (πŸ‘πŸ/𝟏𝟎/πŸπŸŽπŸπŸ“) πŸ’ΌAukie2008: YTD: +31% I 3000+ Copiers I A.U.C. 10M Dear investors & traders, We are at the end of another great β€” and somewhat volatile β€” month. The Aukie2008 portfolio added another +3%, meaning we passed +30% YTD in October. We closed around 400 trades, all in profit (100% green). October wraps up with strong momentum across global markets. Big tech earnings β€” led by Amazon’s 20% YoY cloud growth β€” helped push U.S. equities toward a six-month winning streak, the longest since 2021. Easing eurozone inflation supported sentiment further, while AI and cloud-infrastructure investment continues to be a major tailwind for growth names. ⚠️ At the same time, we remain mindful of risks: some tech names faced pressure from elevated AI-related capex, and the Fed signaled that a December rate cut is not guaranteed. This keeps macro volatility alive and reinforces the need for selective positioning. We currently hold about 25% in cash and another 25% in bonds. Still waiting for the dip β€” which so far hasn’t appeared. Mixed markets today: The $NL25 is down about -1%, the $SPX500 however is up + 0,20%. For the next weeks I expect more volatility, which could be good for our strategy. I will keep you informed. ✈ Yesterday, I returned from the 2025 eToro Popular Investor Summit in Cyprus. Great to meet so many fellow investors and friends from around the world and exchange ideas. A big thanks to eToro for making this possible! πŸ“ˆ On the way home at the airport I was happy to meet and speak one of eToro's market analysts and friend @JPvOudheusden . ❓ Want to know more? Add me to your watchlist, follow or copy me. Welcome, thanks and good luck! Mike
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