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18.89%2026
2026
8.24%2025
2025
29.18%2024
2024
45.69%2023
2023
-40.44%2022
2022
40.25%2021
2021
42.33%2020
2020
45.7%0%-45.7%
Timothy Assi
At the end of June, my portfolio was up just 0.6% this year. The S&P 500 was up 9.6%. Because software crashed, my biggest positions were bleeding. A lot of people would have closed their positions. I had conviction and stuck to my strategy. Then cyber and software bounced: NOW +41% since June Microsoft... Mostrar mais Traduzir
Timothy Assi
Happy Thursday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 Bitcoin fell under $81,000 and Ethereum under $2,400, with about $350 million in crypto longs liquidated in a short window and over $876 million in long positions... Mostrar mais Traduzir
Timothy Assi
I ran $NKE (NIKE) through a new AI tool that scores how likely a company's moat is to break in the next 5 to 10 years. The result: 65%. High risk. The biggest threats: • On, Hoka and Chinese brands taking share • Demand in China falling Would you still buy Nike here? $NKE $ONON (On Holding AG)... Mostrar mais Traduzir
Timothy Assi
You put $200 a month into 1 stock for your kid, starting in 2018. That's $21,200 in total. Here's what it's worth today: $NVDA (NVIDIA Corporation): $382,876 Bitcoin: $108,377 Apple: $71,815 Microsoft: $55,477 S&P 500: $44,529 Amazon: $42,460 Even the "worst" pick doubled... Mostrar mais Traduzir
Timothy Assi
$V (Visa) is trading right at its all time high. +39% in 2 years. Just a boring company that keeps winning. Stop looking at the shiny stocks, and focus on those that have proven to win! $V $MA (Mastercard) $AXP (American Express CO) $PYPL (PayPal Holdings) $SPGI (S&P Global Inc) Traduzir
Não constitui aconselhamento de investimento. O autor pode ter interesses financeiros nos instrumentos mencionados.
Timothy Assi
In 2022 everyone said Zuckerberg was burning Meta down on the metaverse. I bought $META (Meta Platforms Inc) at $98.57. This year the fear came back: Falling behind in AI. Spending too much. So I kept buying. At $557, $527 and $572. Then Meta launched Muse, its AI agent: • 5M downloads in 22 days •... Mostrar mais Traduzir
Timothy Assi
Happy Wednesday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 BlackRock ETF clients bought $65.89 million worth of Bitcoin while Fidelity clients purchased $103.06 million. JPMorgan analysts estimate around $50 billion... Mostrar mais Traduzir
Timothy Assi
𝟑 𝐑𝐞𝐚𝐬𝐨𝐧𝐬 𝐈’𝐦 𝐒𝐢𝐭𝐭𝐢𝐧𝐠 𝐓𝐢𝐠𝐡𝐭 𝐨𝐧 𝐌𝐲 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 If you bought Bitcoin near the lows, this has been a good run so far. Bitcoin pushed about 40% off the bottom and is still sitting more than 30% higher. That’s the meat of the move, and it usually comes when sentiment is at its... Mostrar mais Traduzir
Timothy Assi
I now spend more time in my LLM chat than in my broker app. I analyze stocks, check my portfolio and even place buys and sells, all from 1 chat. I barely log in to my broker anymore. This is the future! Have you connected your LLM to your broker yet? $ETOR (eToro Group LTD) $MSFT (Microsoft) $GOOGL... Mostrar mais Traduzir
Timothy Assi
Which chip stock is the best buy right now? 👇🏻 Only 1 answer allowed! $NVDA (NVIDIA Corporation) $AMD (Advanced Micro Devices Inc) $AVGO (Broadcom Inc) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $ASML (ASML Holding NV) Traduzir
Não constitui aconselhamento de investimento. O autor pode ter interesses financeiros nos instrumentos mencionados.

Sobre Timothy Assi
Bélgica
Estratégia: Crescimento

Value + momentum stock picker. Rules-based Bitcoin cycle strategy on the side.
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