Ionel Van den Berg - etoro Popular Investor | Chiến lược & Hiệu suất

Ionel Van den Berg @Lazacoin

Hiệu suất
0% Lợi nhuận
Tất cả

2026

2025

2024

2023

2022

50.5%0%-50.5%

Lợi nhuận từ đầu năm đến nay 3.46%

Lợi nhuận 2Y 100.35%

Trung bình Điểm rủi ro (7 ngày qua)

Tuần có lãi 57.41%

Thảo luận

Ionel Van den Berg

Hà Lan

7 ngày

$AVGO (Broadcom Inc) : 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐆𝐫𝐨𝐰𝐭𝐡, 𝐇𝐢𝐠𝐡 𝐄𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 Broadcom delivered another exceptional quarter. Revenue reached $29.6B, up 86% YoY, while AI semiconductor revenue surged 221% to $16.7B. Free cash flow reached $13.7B, up 95%. For Q4, Broadcom expects $34.8B... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

8 ngày

𝐀𝐮𝐠𝐮𝐬𝐭 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📊 August was a strong month for the portfolio, returning approximately 𝟓.𝟓%, compared with 𝟐.𝟔𝟐% for the $SPX500 . I'm very happy with this result, especially considering the portfolio's higher volatility. At the same time, one strong month... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

14 ngày

𝐖𝐡𝐲 𝐒𝐞𝐥𝐥𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐖𝐢𝐧𝐧𝐞𝐫𝐬 𝐂𝐚𝐧 𝐁𝐞 𝐁𝐮𝐥𝐥𝐢𝐬𝐡 A strange thing happens when an investment works exactly as planned. You become more likely to sell it. Not because you suddenly dislike the company. Not because you think the stock has peaked. And certainly not because the thesis... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

14 ngày

$CRWD (Crowdstrike Holdings) | Q2 earnings: growth is accelerating, and the thesis is getting stronger. $CRWD reported a very strong quarter. Revenue: $1.47B, +26% YoY ARR: $5.84B, +25% YoY Net new ARR: $333M, +51% YoY Free cash flow: $377M The number that stands out most to me is net new ARR. CrowdStrike... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

16 ngày

$PDD (PDD Holdings Inc - ADR) | Q2 earnings: weaker growth, but the thesis isn't broken. $PDD reported a mixed quarter. Revenue: RMB 112.4B, +8% YoY Operating profit: RMB 27.8B, +8% YoY Net income: RMB 27.2B, -12% YoY Operating cash flow: RMB 25.7B, +19% YoY Cash, cash equivalents & short term... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

27 ngày

$NU (Nu Holdings Ltd.) | Q2 earnings: this is what I want to see from a long term compounder. 🇧🇷 Nu Holdings just delivered another record quarter. Revenue: $5.88B, +39% YoY Net income: $1.06B, +49% YoY Customers: 138.9M, +13% YoY ROE: 33% Credit portfolio: $39.4B, +37% YoY And for the first time,... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

28 ngày

𝐓𝐡𝐞 𝐜𝐨𝐮𝐧𝐭𝐞𝐫𝐢𝐧𝐭𝐮𝐢𝐭𝐢𝐯𝐞 𝐩𝐨𝐰𝐞𝐫 𝐨𝐟 𝐛𝐨𝐧𝐝𝐬/𝐜𝐚𝐬𝐡 𝐝𝐮𝐫𝐢𝐧𝐠 𝐚 𝐜𝐫𝐚𝐬𝐡 Most investors see cash as a drag on returns. And during a strong bull market, they're probably right. But there's another way to look at it. Imagine you have a portfolio worth $100,000: $85,000... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

30 ngày

$RKLB (Rocket Lab Corp) | Down ~10% after earnings. Has the thesis changed? The initial reaction was brutal. But the picture is more nuanced. Q2 delivered another record quarter: Revenue: $234M, +62% YoY Backlog: $2.36B, +137% YoY Q3 revenue guidance: $250–265M Q2 adjusted EBITDA loss: $8.8M, better... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

1 tháng

Did China Save the Markets? 🇨🇳 When the conflict with Iran escalated, the obvious market narrative seemed straightforward: Iran - Strait of Hormuz - oil supply shock - higher inflation - weaker growth - lower equity markets. And there were plenty of reasons to expect a much deeper correction. The... Xem thêm Dịch

Ionel Van den Berg

Hà Lan

1 tháng

Understanding My Risk Score Since restructuring my portfolio, my eToro Risk Score has temporarily increased from 5 to 6. I've received a few questions about that, so I thought it would be useful to explain how I look at risk. 📊 What is the eToro Risk Score? The Risk Score is eToro's way... Xem thêm Dịch