Anastasiya Letnikava
This week will be a big one: more than 300 companies are reporting earnings, including $TSLA (Tesla Motors, Inc.), $NFLX (Netflix, Inc.), IBM, INTC, $V (Visa), LMT, and $JNJ. It’s kicking off some of the busiest weeks of the Q3 earnings season - a real test of corporate resilience, AI investment returns, and consumer spending strength heading into year-end. Markets are still pushing near record highs - powered by strong earnings, steady consumer spending, and the AI boom that just won’t slow down. Even with trade tensions and the occasional volatility spike, U.S. growth has stayed solid, and rate cuts are back on the table. Here’s how we are positioned right now: ✅ Focusing on AI-linked companies and quality U.S. stocks ✅ Holding gold/miners as diversifiers ✅ Watching China tech and Japan equities for fresh upside 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴 𝗴𝗿𝗼𝘄𝘁𝗵 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗯𝗲𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁? 🔍🟢 I’ve spent the past few years shaping this portfolio through real market cycles learning what holds, what breaks, and what keeps compounding quietly in the background. Built across 40+ assets (stocks, ETFs, and a bit of crypto) all chosen to grow steadily and manage risk. 📈 And performance? It speaks for itself. • 2Y Return: +183% • 2023: +62.7% • 2024: +49% • 2025 YTD: +21% 🎓 CISI Certified – Wealth & Investment Management Avg. Risk Score: 4-5 If that approach aligns with your goals, you're welcome to take a closer look
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