POLL: If SpaceX went public tomorrow… would you actually invest?
In recent years we’ve seen many IPOs attract huge attention… but not always deliver strong performance in the medium term.
SpaceX is undoubtedly one of the most fascinating companies in the world — but does that automatically make it... Visa mer Översätt
📊 Weekly Performance Update (June 1-7)
This is one of those weeks that really separates traders from investors.
Week
📉 Portfolio: −5.66%
📉 S&P 500: −2.90%
⭐ Alpha: −2.76%
The market pulled back this week, but more importantly, the move was highly selective.
The pressure was concentrated on... Visa mer Översätt
Subject: Strong Data, Weak Markets: What Today’s Sell-Off Really Means
Today’s market move might look like a sudden sell-off… but the reality is much more interesting.
We’ve seen:
• $NSDQ100 down sharply (~ -4%)
• $RTY under pressure (-3%+)
• Volatility spiking (VIX, UVXY strongly up)
At first glance,... Visa mer Översätt
Subject: Portfolio Monthly Update | May 2026
May closes with a portfolio performance of +9.97%, compared to +4.80% for the $SPX500
A result that highlights a clear outperformance versus the market and confirms the effectiveness of the approach.
It has been a particularly interesting month, as it... Visa mer Översätt
Subject: weekly performance update 25-29 May
Strong acceleration this week.
I’m closing the week with performance clearly above the market and, more importantly, with the portfolio reaching a new all-time high.
- Portfolio +4.38%
- S&P 500 +1.46%
- outperformance +2.9%.
On the market side,... Visa mer Översätt
Subject: Portfolio update – focus on quality, selection, and risk control
In recent days, the market has continued to move in a non-linear way: selective rallies alternating with rapid profit-taking.
This is exactly the type of environment where I prefer to maintain a disciplined, non-reactive approach.
... Visa mer Översätt
Daily Update – Portfolio resilience in a mixed market environment
Today’s market showed a rather mixed picture:
$SPX500 +0.21%
$NSDQ100 +0.32%
$DJ30 +0.55%
$RTY -0.55%
Europe broadly flat
An interesting signal: strong performance from US large caps, while small caps remain under pressure. Still... Visa mer Översätt
Subject: Daily Movers & Market Insight
Interesting session today: $SPX500 and $NSDQ100 are currently in negative territory, while our portfolio is up +1.5% (intraday)
A clear signal of effective stock picking in a weaker market environment.
🔍 Focus on today’s movers (Semiconductors & AI... Visa mer Översätt
📊 Subject: Weekly Performance Update | May 18–22
Weekly performance
📈 Portfolio: +2.63%
📈 S&P 500: +0.79%
⭐ Out-performance: +1.84%
Cumulative results
May (MTD): +5.48%
YTD 2026: +1.98%
Last 2 years: +225%
🧠Market recap
This week once again highlighted a dynamic we’ve been seeing... Visa mer Översätt
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Tue Jun 09 2026 10:23:22 GMT+0000 (Coordinated Universal Time)