April brought one of the strongest equity months since 2020.
After the sharp drop tied to the US-Iran conflict and the Strait of Hormuz blockade, the $SPX500 closed the month up over 10% and the $NSDQ100 above 15%, both at new all-time highs.
A solid Q1 earnings season and easing oil prices helped... Visa mer Översätt
April 2026 Update
The last few weeks have been intense. The S&P 500 closed Q1 at -7.3%, its worst quarter since 2022, driven primarily by the US-Iran conflict and Strait of Hormuz disruption. Markets staged a sharp rally on March 31 on ceasefire hopes, only to give back part of those gains as uncertainty... Visa mer Översätt
February 2026 Portfolio Update
Hello everyone,
First of all, thank you for continuing to follow and copy my portfolio, I truly appreciate your trust.
February confirmed the trend we have seen since the beginning of the year. Markets have become more cautious and less directionally clear. Some sectors... Visa mer Översätt
Good evening everyone,
I’m writing this quick update to once again emphasize my view on the current market phase. The downtrend we’ve seen since the beginning of the year should not be a cause for alarm, in fact, I see it as a healthy and constructive opportunity to enter positions at more attractive... Visa mer Översätt
January 2026 Portfolio Update
Hello everyone,
Before diving into markets, I want to thank all of you who continue to follow and copy my portfolio — your trust means a lot. I'm committed to a strategy based on discipline, quality, and long-term growth.
January started with renewed enthusiasm, particularly... Visa mer Översätt
Good morning everyone,
first of all, thank you for the trust you continue to place in me.
In the past few days we’ve seen some weakness across a few positions in the portfolio. This is not unusual, and it won’t be the last time we experience similar phases.
Looking into 2026, a broader market rebalancing... Visa mer Översätt
🎉 New Year Portfolio Update
Hello everyone,
First of all, I’d like to wish you all a Happy New Year. I hope 2026 starts on the right foot for you and your families.
I also want to sincerely thank all my copiers and followers for the trust you place in me. Your support is never taken for granted,... Visa mer Översätt
📌 November Portfolio Update
Hello everyone,
Let me begin with some personal news: on November 26, I successfully passed the European Investment Practitioner certification exam. It’s a meaningful step forward, and I’ll continue next year with preparation for the EFPA designation.
As for the markets,... Visa mer Översätt
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Sun May 17 2026 10:22:26 GMT+0000 (Coordinated Universal Time)