Ludwig Marx – eToro Popular Investor | Стратегия и результаты

Ludwig Marx @LuMarx

Результаты
0% Возврат
Все

2026

2025

29.5%0%-29.5%

Доходность с начала года 29.5%

Доходность за 2 года 41.52%

Сред. оценка риска (последние 7 дн.)

Недели с прибылью 63.27%

Обсуждение

Ludwig Marx

Германия

3 д

$NVDA (NVIDIA Corporation) is in the Disruptor Model Portfolio on L17X. The Power Mapping role is Status-Quo-Player: the company that converted a hardware lead in AI training into a software ecosystem moat through CUDA. Every model trained on Nvidia hardware deepens the switching cost for the next one. Direction... Показать подробности Перевод

NVDA — status quo player — L17X Power Mapping

www.l17x.com

Nvidia's moat is the CUDA software ecosystem, which converts hardware market share into a self-reinforcing developer platform that raises switching costs with every model trained on it.

Ludwig Marx

Германия

5 д

The research framework behind this portfolio now has a home. Today I launched the L17X Terminal: 499 S&P 500 companies analyzed through Power Mapping, the structural framework I use to build and manage this portfolio. Every position I hold here has a Power Mapping role. Every decision I make is... Показать подробности Перевод

SP.24-7

6857.38

40.65 (0.60%)

Ludwig Marx

Германия

11 д

The month of March isn't quite over yet. Still, even now, before the US markets close, here's the monthly update for our portfolio. The final hours won't materially change what has been, compared to other portfolios and global markets, an outstanding monthly result. March 2026 was defined... Показать подробности Перевод

Ludwig Marx

Германия

13 д

$WDAY (Workday Inc A) | Workday | L17X Research Edition 079 Workday was built on a single architectural conviction: enterprise HR and finance software should not be migrated from legacy client-server systems to the cloud. It should be rebuilt from scratch for the cloud era, with a unified data model... Показать подробности Перевод

WDAY

Workday Inc A

112.50

-0.56 (-0.50%)

Ludwig Marx

Германия

14 д

Most of you think about $NET (Cloudflare) as a cybersecurity play. But Cloudflare is not defending a perimeter. It already made the perimeter irrelevant. My latest Power Mapping breakdown explains why Cloudflare earns the Disruptor classification and what that means for how you should think about it... Показать подробности Перевод

NET

Cloudflare

166.96

-26.06 (-13.50%)

Ludwig Marx

Германия

15 д

Many of you hold $NOW (ServiceNow Inc) in your portfolio. But have you ever looked at ServiceNow through the lens of a stakeholder analysis rather than a pure value or growth approach? My latest Power Mapping breakdown shows who actually holds the power in this ecosystem and why that matters more than... Показать подробности Перевод

NOW

ServiceNow Inc

82.97

-6.81 (-7.58%)

Ludwig Marx

Германия

23 д

ECB UPDATE: Lagarde Signals Higher Inflation Ahead and Here Is How We Are Positioned ECB President Christine Lagarde delivered key signals today that directly impact our current portfolio strategy: Key Takeaways 📌 Inflation will rise above the 2% target in the near term, driven by energy pressures... Показать подробности Перевод

Ludwig Marx

Германия

27 д

Let us talk about how the portfolio runs. Because it is going very well, in view of the overall market. Investing in an erratic second term of Donald J. Trump is not easy. But that's why we invest together. Because you trust my expertise as a political scientist, which goes beyond the financial... Показать подробности Перевод

Ludwig Marx

Германия

1 мес.

February 2026 - what a month. Let us start with the numbers: our portfolio grew by +2.62% in February. The S&P 500? Down 0.87%. That is not luck. That is strategy and patience. I am proud of everyone who stayed the course. And then there is what has everyone's attention today: the escalating conflict... Показать подробности Перевод

Ludwig Marx

Германия

2 м

A major shift in US trade policy. The Supreme Court struck down a large part of former President Donald Trump’s tariff framework, ruling that the underlying law did not authorize such broad import duties. This is more than a legal technicality. It redraws the boundary between executive power and congressional... Показать подробности Перевод