Anders Isbrand - etoro Popular Investor | Chiến lược & Hiệu suất

Anders Isbrand @Compound72

Hiệu suất
0% Lợi nhuận
Tất cả

2026

2025

2024

2023

2022

53.3%0%-53.3%

Lợi nhuận từ đầu năm đến nay 0.3%

Lợi nhuận 2Y 38.78%

Trung bình Điểm rủi ro (7 ngày qua)

Tuần có lãi 47.17%

Thảo luận

Anders Isbrand

Đan Mạch

12 ngày

GOOGLE’S AI SPENDING IS ENORMOUS. WHAT WILL IT EARN BACK? A Financial Times article on Anthropic’s potential $2tn valuation prompted a bigger question: what could Alphabet itself generate over the next decade? $GOOG (Alphabet) represents around 23% of my Compound72 portfolio. Alphabet’s Anthropic investment... Xem thêm Dịch

Anders Isbrand

Đan Mạch

1 tháng

Risk Score 3. 14.3% annualised. Those are the first two numbers I'd want if I were choosing someone to copy. A return means nothing until you know the risk behind it. Since February 2022 this portfolio has compounded at 14.3% a year. The S&P 500 did about 8.6%. Behind it: no leverage, no shorts,... Xem thêm Dịch

Anders Isbrand

Đan Mạch

2thg

Why I Added $GOOG (Alphabet) After Earnings Alphabet reported what I believe was one of the strongest operating quarters in its history, yet the shares sold off. I calmly added roughly 2% to the position. Short-term sentiment changed. My long-term thesis didn’t—it strengthened. Revenue grew 24% to... Xem thêm Dịch

GOOG

Alphabet

339.75

-0.6000 (-0.18%)

Anders Isbrand

Đan Mạch

3thg

Ray Dalio published a piece in the FT this week on the world order changing. For once, I don’t think that phrase is just hot air. The mechanics first. Empires run in long cycles. A nation rises on sound money, education and productivity, builds the world's reserve currency, peaks — then starts living... Xem thêm Dịch

Anders Isbrand

Đan Mạch

4thg

$GRBK (Green Brick Partners Inc) is not my AI bet. That is exactly why it belongs in the portfolio. Compound72 has meaningful exposure to AI and tech through names like $GOOG (Alphabet), $AMZN (Amazon.com Inc), $MU (Micron Technology, Inc.), $ASML (ASML Holding NV) and $AVGO (Broadcom Inc). Those positions... Xem thêm Dịch

Anders Isbrand

Đan Mạch

5thg

I’m proud to share that I have reached Elite Popular Investor status on eToro. This is a meaningful milestone for me. Not because it changes the philosophy, but because it reflects the trust many of you have placed in this long-term compounding project. I started this portfolio with a simple idea:... Xem thêm Dịch

Anders Isbrand

đã đóng trạng thái mua $GOOG

Đan Mạch

5thg

I just closed the trade at a profit of 185.54% Dịch

Đây không phải là lời khuyên đầu tư. Tác giả có thể có lợi ích tài chính đối với các công cụ được đề cập.

GOOG

Alphabet

185.53%

Câu chuyện Giao dịch

Anders Isbrand

Đan Mạch

5thg

📊 Claude. SpaceX. Google. Most investors know Alphabet owns Search, YouTube, Cloud and Gemini. Fewer realise that GOOG also gives indirect exposure to two of the most important private companies in the world: Anthropic / Claude: Google reportedly owns ~14%. SpaceX: Google reportedly owns 6.11%. That... Xem thêm Dịch

Anders Isbrand

Đan Mạch

5thg

🏛️ 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗠𝗲𝗱𝗶𝗰𝗶 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗼𝗼𝗱 The Medici didn't get rich by guessing which ship would return. They got rich by owning the bank that financed every ship. ⚓ 𝗧𝗵𝗲 𝗙𝗹𝗼𝗿𝗲𝗻𝘁𝗶𝗻𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁 Florence in the 1400’s was a city of merchants. Some sailed to Constantinople.... Xem thêm Dịch