Selim Boukezouh
Selim Boukezouh @Selim_

Performanță
Toate

2.60%2026
2026
-32.01%2025
2025
33.05%2024
2024
55.74%2023
2023
-21.22%2022
2022
105.88%2021
2021
20.69%2020
2020
-13.81%2019
2019
105.9%0%-105.9%
Discuții
Selim Boukezouh
Franța
16z
🧘‍♀️ $LULU (Lululemon Athletica Inc): FEAR vs. FUNDAMENTALS The Retail sector is currently unloved by the market. However, my Scoring System assigns a high rating to Lululemon. The disconnect is interesting: ❌ Sentiment: Investors fear a slowdown in consumer spending. ✅ Data: The company is financially... Arată alte Traducere
Selim Boukezouh
Franța
1l
𝗡𝗩𝗗𝗔: 𝗣𝗥𝗜𝗖𝗘 𝗩𝗘𝗥𝗧𝗜𝗚𝗢 𝘃𝘀. 𝗣𝗥𝗢𝗙𝗜𝗧 𝗥𝗘𝗔𝗟𝗜𝗧𝗬 Are we looking at a rational repricing of a new industrial revolution, or is this the biggest "Bull Trap" of the decade? I am looking at a massive divergence between cold data and human psychology right now. 📊 𝗧𝗵𝗲... Arată alte Traducere
Selim Boukezouh
Franța
1l
Sometimes, the most "boring" chart is the most valuable for a portfolio. Here is why my internal analysis tool flagged O'Reilly Automotive $ORLY (O'Reilly Automotive Inc) this week. 📉 Data Analysis (See Image) This chart shows the Net Income history spanning over 30 years. What the algorithm... Arată alte Traducere
Selim Boukezouh
Franța
2l
Editat
𝗜𝘀 𝘁𝗵𝗲 𝗔𝗹𝘁𝗰𝗼𝗶𝗻 "𝗕𝘂𝗹𝗹 𝗥𝘂𝗻" 𝗕𝗿𝗼𝗸𝗲𝗻? 𝗪𝗵𝘆 𝗜’𝗺 𝐫𝐞𝐝𝐮𝐜𝐢𝐧𝐠 𝐦𝐲 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞. (I am specifically referring to altcoins here). Why am I reducing my exposure to secondary cryptos (Altcoins) today, even though Bitcoin shows relative resilience ? My answer is... Arată alte Traducere
Selim Boukezouh
Franța
2l
Pivot in progress. While my portfolio is still ~85% crypto and ~15% equities, the entire internal engine we’ve built is already aligned with a future allocation almost fully tilted toward equities. Over the past two years, we’ve developed and refined our own in-house research stack: a full strategy-design... Arată alte Traducere
Selim Boukezouh
Franța
3l
🧭 𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐘 Recap & Roadmap I manage a multi-asset portfolio with a quant framework focused on capital preservation (stocks), disciplined execution, and adapting to market regimes. Goal: let strength run, cut cleanly when invalidated, and compound over time. 📌 𝐒𝐧𝐚𝐩𝐬𝐡𝐨𝐭 Equities... Arată alte Traducere
Selim Boukezouh
Franța
4l
📊 Fed Cut, AI Mania & Europe in Focus - Sep 20–24, 2025 Markets experienced a dramatic week, fueled by central bank easing, AI-driven optimism, and rising geopolitical noise. 🇺🇸 The Fed Strikes — September 17, 2025 The Federal Reserve cut rates by 25 bps (source: Federal Reserve, 09/17/25) —... Arată alte Traducere
Selim Boukezouh
Franța
4l
Editat
🏛 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗙𝗥𝗔𝗠𝗘𝗪𝗢𝗥𝗞 & 𝗖𝗢𝗣𝗬 𝗚𝗨𝗜𝗗𝗘 𝗜𝗱𝗲𝗻𝘁𝗶𝘁𝘆: Quantitative Strategy Lead. In Strategic Partnership with @TomasVasseurA. ⚙️ 𝗧𝗵𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: 𝗗𝗮𝘁𝗮 𝗢𝘃𝗲𝗿 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲𝘀 We have evolved our active management approach into a systematic allocation... Arată alte Traducere
Selim Boukezouh
Franța
5l
📈 Market Focus – August 27 & 28: underlying tensions, tech in the spotlight The last 48 hours delivered a powerful mix of macro and micro signals that are reshaping the investment landscape. 🇺🇸 In the U.S., $NVDA (NVIDIA Corporation) posted another blowout quarter: revenue up 56% YoY to 46.7B$,... Arată alte Traducere
Selim Boukezouh
Franța
5l
Editat
📊 MARKET BRIEF – AUGUST 25, 2025 Today’s must-know macro & market headlines from the US and Europe: 🔻UNITED STATES: Strategic Shifts & Market Tension -Wall Street opens lower despite last week’s rebound. The Fed may consider rate cuts after weak jobs data. -U.S. acquires a 10% stake in $INTC... Arată alte Traducere

Despre Selim Boukezouh
Franța
Strategia: Strategie multiplă

🟩 Quantitative Strategy | Stocks & Crypto | Risk Management Focus | 7Y+ Exp 🟩
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