Stewart Fitzell – etoro Popular Investor | Стратегия и результаты

Stewart Fitzell @defense_investor

Результаты
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Все

2026

2025

2024

2023

32.8%0%-32.8%

Доходность с начала года -0.8%

Доходность за 2 года 39.45%

Сред. оценка риска (последние 7 дн.)

Недели с прибылью 43.64%

Обсуждение

Stewart Fitzell

Ирландия

20 д

𝗠𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 𝟭𝟬-𝘀𝗲𝗰𝗼𝗻𝗱 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 Interest rates are rising and high valuations are harder to justify. This month I've been buying quality businesses whose share prices have fallen below what I think they're worth. 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 On 16 September... Показать подробности Перевод

Stewart Fitzell

Ирландия

1 мес.

𝗛𝗶𝗴𝗵𝗲𝗿 𝗥𝗮𝘁𝗲𝘀 ≠ 𝗟𝗼𝘄𝗲𝗿 𝗦𝘁𝗼𝗰𝗸𝘀 Higher-for-longer interest rates are usually seen as bad news for equities. But that doesn't automatically mean stocks will fall. The market has had time to absorb the uncertainty around rates. Despite cautious sentiment, the S&P 500 continues... Показать подробности Перевод

Stewart Fitzell

Ирландия

1 мес.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: -𝘼𝙧𝙚 𝙄𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨 𝘽𝙚𝙘𝙤𝙢𝙞𝙣𝙜 𝙈𝙤𝙧𝙚 𝙎𝙚𝙡𝙚𝙘𝙩𝙞𝙫𝙚 𝘼𝙗𝙤𝙪𝙩 𝙂𝙧𝙤𝙬𝙩𝙝? 𝟭𝟬-𝗦𝗲𝗰𝗼𝗻𝗱 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 Rates are high, September is historically a difficult month, and I’m watching whether investors are becoming more selective... Показать подробности Перевод

Stewart Fitzell

Ирландия

2мес.

𝗕𝗼𝗿𝗶𝗻𝗴 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝗦𝘁𝗿𝗼𝗻𝗴 𝗚𝗿𝗼𝘄𝘁𝗵: 𝗪𝗵𝘆 𝗜 𝗕𝗼𝘂𝗴𝗵𝘁 $EXLS (ExlService Holdings Inc.) Sometimes the best investments aren't the companies everyone is talking about. Boring, overlooked companies can make great investments when the underlying business is quietly getting... Показать подробности Перевод

Stewart Fitzell

Ирландия

2мес.

𝗗𝗶𝗮𝗴𝗲𝗼: 𝗖𝗮𝗻 ‘𝗗𝗿𝗮𝘀𝘁𝗶𝗰 𝗗𝗮𝘃𝗲’ 𝗟𝗲𝘄𝗶𝘀 𝗧𝘂𝗿𝗻 𝗜𝘁 𝗔𝗿𝗼𝘂𝗻𝗱? 𝗧𝗲𝗻-𝘀𝗲𝗰𝗼𝗻𝗱 𝘀𝘂𝗺𝗺𝗮𝗿𝘆: I've opened a 1.5% position in $DEO (Diageo plc ADR) as a turnaround investment. The shares have fallen heavily from previous highs, but new CEO Dave Lewis now has a clear plan... Показать подробности Перевод

Stewart Fitzell

Ирландия

2мес.

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗥𝗲𝗰𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗔𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁𝘀 Over the past week I closed two small positions and redeployed the capital into a new one. 𝗪𝗵𝘆 𝗜 𝗕𝗼𝘂𝗴𝗵𝘁 $G2X.DE (VanEck Gold Miners UCITS ETF) I added a small position in the VanEck Gold Miners UCITS... Показать подробности Перевод

Stewart Fitzell

Ирландия

2мес.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 𝗧𝗲𝗻 𝘀𝗲𝗰𝗼𝗻𝗱 𝘀𝘂𝗺𝗺𝗮𝗿𝘆: Our core holdings delivered a genuinely strong earnings season. The market's giving mixed signals, but nothing I've seen is convincing me to change course. I'm staying invested and sticking to the process. 𝗧𝗵𝗲... Показать подробности Перевод

Stewart Fitzell

Ирландия

3мес.

𝗔 𝗕𝗿𝗲𝗮𝘁𝗵𝗲𝗿, 𝗡𝗼𝘁 𝗮 𝗕𝗿𝗲𝗮𝗸𝗱𝗼𝘄𝗻: 𝗪𝗵𝗮𝘁 𝗝𝘂𝗻𝗲 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗦𝗵𝗼𝘄𝗲𝗱 Overall markets were largely flat in June. The tech heavy Nasdaq wasn't, it fell, dragged down by a real selloff in AI-linked names in the back half of the month. My own portfolio ended the month flat,... Показать подробности Перевод

Stewart Fitzell

Ирландия

4мес.

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗪𝗵𝗲𝗿𝗲 𝗜’𝗺 𝗙𝗶𝗻𝗱𝗶𝗻𝗴 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗥𝗶𝗴𝗵𝘁 𝗡𝗼𝘄 With indices near all-time highs, the natural question is where opportunity still exists. My answer is the same as always: look beneath the surface and focus on individual businesses, not just the... Показать подробности Перевод

Stewart Fitzell

Ирландия

5мес.

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗮𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 Over the past few weeks I’ve been repositioning the portfolio and refining the overall strategy as market conditions continue to evolve. Earlier this year I became increasingly defensive due to concerns around inflation, interest rates, the war... Показать подробности Перевод