Ionel Van den Berg – etoro Popular Investor | Стратегия и результаты

Ionel Van den Berg @Lazacoin

Результаты
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Все

2026

2025

2024

2023

2022

50.5%0%-50.5%

Доходность с начала года 4.66%

Доходность за 2 года 86.61%

Сред. оценка риска (последние 7 дн.)

Недели с прибылью 53.70%

Обсуждение

Ionel Van den Berg

Нидерланды

4 д

𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐈𝐬𝐧'𝐭 𝐭𝐡𝐞 𝐒𝐚𝐦𝐞 𝐚𝐬 𝐑𝐢𝐬𝐤 A stock falls 20%. Is it now more risky? Not necessarily. A falling price tells you that the market is repricing something. It doesn't automatically tell you that the underlying investment has become worse. And the opposite is... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

10 д

𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 September has come to an end. And it was certainly not a straight line. The month started poorly for my portfolio. While the $SPX500 continued to move in a different direction, my portfolio initially fell noticeably behind. For a while, the gap... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

10 д

𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝐢𝐬 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥𝐥𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐛𝐨𝐨𝐤𝐬. September ended relatively quietly. Both my portfolio and the $SPX500 finished the month more or less flat, with a slight negative result. 𝐍𝐨 𝐦𝐚𝐣𝐨𝐫 𝐦𝐨𝐯𝐞𝐬. 𝐍𝐨 𝐜𝐡𝐚𝐧𝐠𝐞𝐬 𝐭𝐨 𝐭𝐡𝐞 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. And that's... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

11 д

$MU (Micron Technology, Inc.) : 𝐓𝐡𝐞 𝐌𝐞𝐦𝐨𝐫𝐲 𝐂𝐲𝐜𝐥𝐞 𝐈𝐬 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 Micron delivered a record fiscal Q4. Revenue reached $54.2B, up 379% YoY, while non-GAAP EPS came in at $33.42. Operating cash flow reached $44.0B, with gross margin at approximately 87%. But the outlook is what... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

1 мес.

$AVGO (Broadcom Inc) : 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐆𝐫𝐨𝐰𝐭𝐡, 𝐇𝐢𝐠𝐡 𝐄𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 Broadcom delivered another exceptional quarter. Revenue reached $29.6B, up 86% YoY, while AI semiconductor revenue surged 221% to $16.7B. Free cash flow reached $13.7B, up 95%. For Q4, Broadcom expects $34.8B... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

1 мес.

𝐀𝐮𝐠𝐮𝐬𝐭 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📊 August was a strong month for the portfolio, returning approximately 𝟓.𝟓%, compared with 𝟐.𝟔𝟐% for the $SPX500 . I'm very happy with this result, especially considering the portfolio's higher volatility. At the same time, one strong month... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

2мес.

𝐖𝐡𝐲 𝐒𝐞𝐥𝐥𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐖𝐢𝐧𝐧𝐞𝐫𝐬 𝐂𝐚𝐧 𝐁𝐞 𝐁𝐮𝐥𝐥𝐢𝐬𝐡 A strange thing happens when an investment works exactly as planned. You become more likely to sell it. Not because you suddenly dislike the company. Not because you think the stock has peaked. And certainly not because the thesis... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

2мес.

$CRWD (Crowdstrike Holdings) | Q2 earnings: growth is accelerating, and the thesis is getting stronger. $CRWD reported a very strong quarter. Revenue: $1.47B, +26% YoY ARR: $5.84B, +25% YoY Net new ARR: $333M, +51% YoY Free cash flow: $377M The number that stands out most to me is net new ARR. CrowdStrike... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

2мес.

$PDD (PDD Holdings Inc - ADR) | Q2 earnings: weaker growth, but the thesis isn't broken. $PDD reported a mixed quarter. Revenue: RMB 112.4B, +8% YoY Operating profit: RMB 27.8B, +8% YoY Net income: RMB 27.2B, -12% YoY Operating cash flow: RMB 25.7B, +19% YoY Cash, cash equivalents & short term... Показать подробности Перевод

Ionel Van den Berg

Нидерланды

2мес.

$NU (Nu Holdings Ltd.) | Q2 earnings: this is what I want to see from a long term compounder. 🇧🇷 Nu Holdings just delivered another record quarter. Revenue: $5.88B, +39% YoY Net income: $1.06B, +49% YoY Customers: 138.9M, +13% YoY ROE: 33% Credit portfolio: $39.4B, +37% YoY And for the first time,... Показать подробности Перевод