Decio Nocerino - etoro Popular Investor | Estratégia & Desempenho

📊 ADDING TO $VEA (Vanguard FTSE Developed Market ETF) & $VWO (Vanguard FTSE Emerging Markets) — GEOGRAPHIC DIVERSIFICATION AT THE RIGHT PRICE Today I allocated 2% of my portfolio into international ETFs: 60% into VEA (Vanguard FTSE Developed Markets) at $68.14, and 40% into VWO (Vanguard FTSE... Mostrar mais Traduzir

VEA

100.00%

VWO

100.00%

QQQ

100.00%

VT.US

100.00%

Decio Nocerino

Itália

4mo

📊 MAG 7 EARNINGS WEEK — THE REAL TEST BEGINS 📊 This week, the earnings focus falls squarely on the Magnificent 7: $AMZN (Amazon.com Inc) $GOOG (Alphabet) $MSFT (Microsoft) and $META (Meta Platforms Inc) report Wednesday, April 29th, with $AAPL (Apple) following Thursday. Five companies. One... Mostrar mais Traduzir

AMAZON

100.00%

GOOGLE

100.00%

MICROSOFT

100.00%

META

100.00%

Decio Nocerino

Itália

4mo

🔹 SAP SE — THE PRICE OF TRANSFORMATION 🔹 $SAP (SAP SE ADR) trades near $173 today — roughly 45% below its February 2025 peak of $281. For a company generating €36.8B in revenue with earnings up 129% year-over-year, that gap deserves serious attention. 📊 What the market is pricing in — and what it’s... Mostrar mais Traduzir

BUY

100.00%

HOLD

100.00%

SELL

100.00%

Decio Nocerino

Itália

4mo

🔹 APPLE’S THRONE CHANGES HANDS 🔹 Apple ( $AAPL (Apple) ) just made its most consequential decision since 2011: Tim Cook steps down September 1. John Ternus, the architect of Apple Silicon, becomes CEO. This isn’t a surprise move — it’s a 25-year apprenticeship completing itself. Ternus joined Apple... Mostrar mais Traduzir

BUY

100.00%

HOLD

100.00%

SELL

100.00%

Decio Nocerino

Itália

4mo

📊 $SITM (SiTime Corporation) — SiTime | The Invisible Foundation of AI There are companies that benefit from AI. And then there are companies required by it. SiTime is in the second category. SiTime builds silicon oscillators and resonators — the components that keep complex circuits in sync inside... Mostrar mais Traduzir

BUY

100.00%

HOLD

100.00%

SELL

100.00%

Decio Nocerino partilhou um post através de Decio Nocerino

Itália

4mo

Back in March, everyone was scared — that was the signal. I said “buy the dip” when sentiment was at its worst. Since then, markets didn’t just recover… they snapped back hard 📈 Here’s the part most people miss: nothing magical happened. The same companies, the same fundamentals. Only emotions changed.... Mostrar mais Traduzir

Decio Nocerino

Itália

5mo

📊 March has been brutal. But history says something different. The S&P 500 has now posted five consecutive weeks of losses. The Nasdaq entered correction territory — down ~13% from its October peak. The Dow joined it last Friday, closing below 45,200. Year to date, my portfolio reflects a -13.1%... Mostrar mais Traduzir