Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti@hugomanenti95

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Tất cả

0.34%2024
2024
47.16%2023
2023
-34.13%2022
2022
19.52%2021
2021
87.20%2020
2020
87.2%0%-87.2%
Bài đăng được ghim

Welcome to my page! I am a 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 with ~10 years of experience. I use this account to invest my own savings, with a long-term horizon. I will - literally - treat your money as mine! My objective is to 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭𝐥𝐲 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 𝐭𝐡𝐞 𝐒&𝐏𝟓𝟎𝟎. My investments follow two strategies: Growth (stocks with fantastic opportunities) and Value (undervalued stocks). I am generally active and prone to swing trading. I always seek to maintain a 𝐦𝐞𝐝𝐢𝐮𝐦 𝐫𝐢𝐬𝐤. I almost exclusively trade US and European stocks. I avoid using leverage and shorting (except exceptionally for hedging purposes). 𝗟𝗮𝘁𝗲𝘀𝘁 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲: https://bit.ly/hmanenti-july-2024 𝗲𝗧𝗼𝗿𝗼 𝗙𝗮𝗰𝘁𝘀𝗵𝗲𝗲𝘁 https://bit.ly/hmanenti95-factsheet 𝐀𝐛𝐨𝐮𝐭 𝐦𝐲𝐬𝐞𝐥𝐟: ➢ Lisbon is my home but I am from Paris ➢ I work as a Corporate Development Manager (M&A) ➢ Previous experience in Investment Banking and Private Equity ➢ I have a Master of Science in Management from HEC Paris ➢ My interests are quite wide: indie music (Interpol fan 🤟), architecture, football (go Atalanta ⚫️🔵), geopolitics, etc. 𝐀𝐛𝐨𝐮𝐭 𝗺𝘆 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼: ➢ Stocks only ➢ 80% US / 20% RoW ➢ No position greater than 5% of total ➢ Balanced mix of growth and value stocks ➢ Balanced mix of large / mid / small caps + sector diversification 𝐈𝐟 𝐲𝐨𝐮 𝐝𝐞𝐜𝐢𝐝𝐞 𝐭𝐨 𝐜𝐨𝐩𝐲: → Minimum $500 → DO copy open trades (including when adding funds) → Stop loss: I recommend 50% → The longer you stay, the better the returns → Volatility and red days are part of the game - patience is key → I am always at your disposal for any questions, comments and feedback $SPX500 $DJ30 $NSDQ100 $EUSTX50

Hàng đầu
hugomanenti95
Hi all, I hope this finds you well! Markets have calmed down, so I’ll take the opportunity to discuss some of our Q2 earnings reports. My focus this week will be on the electrical and solar sectors. 𝟭. 𝗔𝘁𝗸𝗼𝗿𝗲 $ATKR (Atkore Inc.) is a US manufacturer of electrical conduit and fittings, cable... Xem thêm Dịch
ATKR, dirt cheap
100.00%
WCC, no commodity exposure
100.00%
NXT, solar is the future
100.00%
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hugomanenti95
Dear all, I hope this finds you well. There has been extreme volatility in the markets since Wednesday and it warrants an update. 𝟭. 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝘄𝗵𝘆? So far, this seems to be a knee-jerk “sell everything” kind of move. The trigger is growing recession fears, combined... Xem thêm Dịch
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hugomanenti95
Hi everyone! In my June update, I wrote “𝑝𝑜𝑠𝑖𝑡𝑖𝑜𝑛𝑖𝑛𝑔 ℎ𝑎𝑠 𝑔𝑜𝑛𝑒 𝑤𝑎𝑦 𝑏𝑒𝑦𝑜𝑛𝑑 𝑓𝑢𝑛𝑑𝑎𝑚𝑒𝑛𝑡𝑎𝑙 𝑑𝑒𝑣𝑒𝑙𝑜𝑝𝑚𝑒𝑛𝑡𝑠, 𝑎𝑛𝑑 𝐼 𝑒𝑥𝑝𝑒𝑐𝑡 𝑐𝑦𝑐𝑙𝑖𝑐𝑎𝑙 𝑠𝑒𝑐𝑡𝑜𝑟𝑠 𝑡𝑜 𝑏𝑜𝑢𝑛𝑐𝑒 𝑏𝑎𝑐𝑘, 𝑠𝑢𝑝𝑝𝑜𝑟𝑡𝑒𝑑 𝑏𝑦 𝑝𝑜𝑠𝑖𝑡𝑖𝑣𝑒 𝑒𝑎𝑟𝑛𝑖𝑛𝑔𝑠, 𝑓𝑎𝑙𝑙𝑖𝑛𝑔... Xem thêm Dịch
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hugomanenti95
𝟭/𝟮 Dear all, I hope this finds you well! It’s been an odd month / quarter for us… not much has been working, despite generally supportive data and earnings releases for our portfolio. I am not seeing anything fundamentally broken, so I won't do anything at this stage. We’ve had great returns... Xem thêm Dịch
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hugomanenti95
Dear all, I hope this finds you well! May was busy, kind of mixed but certainly a step in the right direction. Let's review what happened. 𝗜. 𝗠𝗮𝗰𝗿𝗼 As anticipated, data releases were a little better in May, with softer inflation amid resilient growth. As I said in my last post, this is really... Xem thêm Dịch
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hugomanenti95
Hi all, I hope this finds you well! It’s been an unpleasant April, as expected, but still many things to like within the portfolio. 𝗜. 𝗠𝗮𝗰𝗿𝗼 𝘈) 𝘎𝘳𝘰𝘸𝘵𝘩 The growth picture is still positive. GDP growth was strong in the USA, better than expected in China, and Europe is already out of... Xem thêm Dịch
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hugomanenti95
Đã chỉnh sửa
Dear all, A bit of a slow month here, with low volatility and steady gains – not going to complain 😉 As things stand today, the portfolio is at an all time high, and we overtook all indexes year to date... lots be be happy about! This post will summarise the main macro and micro developments of the... Xem thêm Dịch
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hugomanenti95
Hi everyone, Just wanted to give you an update as the month comes to a close. 𝗜. 𝗠𝗮𝗿𝗸𝗲𝘁 The market has felt pretty off recently, entirely driven by a small subset of stocks (mainly AI related, but not only). Those continue to enjoy incredible momentum – sometimes regardless of fundamentals... Xem thêm Dịch
Nope - up, up, up
100.00%
Yes, sentiment went too far
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No idea - show me the results
100.00%
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hugomanenti95
@hugomanenti95 đã chia sẻ một bài đăng qua @hugomanenti95
Bồ Đào Nha
To my point - check the headline below: "Air Canada loses court case after its chatbot hallucinated fake policies to a customer. The airline argued that the chatbot itself was liable. The court disagreed." Dịch
hugomanenti95
Hi all, This post will be the first of a series dedicated to our value investments. I hope you enjoy reading it. First up - Concentrix $CNXC (Concentrix Corporation) 𝗜. 𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗖𝗼𝗻𝗰𝗲𝗻𝘁𝗿𝗶𝘅 𝗱𝗼? CNXC is one of the largest customer experience ("CX") specialists globally.... Xem thêm Dịch
AI will kill the CX industry
100.00%
The effect will be limited
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AI is an opportunity
100.00%
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hugomanenti95
Hi all, This post will be the first of a series dedicated to our value investments. I hope you enjoy reading it. First up - Concentrix $CNXC (Concentrix Corporation) 𝗜. 𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗖𝗼𝗻𝗰𝗲𝗻𝘁𝗿𝗶𝘅 𝗱𝗼? CNXC is one of the largest customer experience ("CX") specialists globally.... Xem thêm Dịch
AI will kill the CX industry
100.00%
The effect will be limited
100.00%
AI is an opportunity
100.00%
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Giới thiệu hugomanenti95
Bồ Đào Nha

Long-term equity investor. Value oriented. Deep fundamental analysis with macro overlay.
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