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9.30%2026
2026
47.50%2025
2025
94.52%2024
2024
33.57%2023
2023
-16.95%2022
2022
94.5%0%-94.5%
Noura El Allam
Portfolio Update | July 11, 2026 Good week to close out. The S&P 500 finished Friday +0.42% at 7,575 and the Nasdaq +0.29% capping a strong week driven by renewed AI optimism and earnings season kicking off. AVGO at ~$400, now back above the key $400 level for the first time since the post-earnings... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 22, 2026 Tough Monday. Iran peace talks kicked off but tensions flared quickly, with Trump threatening fresh strikes and Tehran briefly suspending negotiations, pushing oil higher. GOOG at $346.22 (-5.78%) the biggest drag today. 3 headwinds converging: the $80B equity raise... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 18, 2026 Strong recovery day as markets shook off yesterday's Fed-driven selloff. The Nasdaq surged 1.91% and the S&P 500 gained 1.08%, with the Iran peace memorandum officially signed and the Strait of Hormuz reopening to commercial traffic, sending oil prices lower... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 17, 2026 Fed day delivered the hawkish surprise markets were hoping to avoid. The FOMC voted unanimously to hold rates at 3.5%-3.75%, but 9 of 18 members penciled in at least one rate hike before year end, with 6 projecting two hikes. The new dot plot median shifted to 3.8%,... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 16, 2026 Rally takes a breather today as markets pause ahead of the Fed decision tomorrow. Futures flat to slightly lower with all eyes on the first policy meeting under new Fed chair Kevin Warsh. No rate change expected but the dot plot and press conference are the real focus,... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 15, 2026 The macro catalyst we were waiting for finally arrived. Trump confirmed the US-Iran deal is now complete over the weekend, and markets opened sharply higher with the Nasdaq surging 2.38% and the S&P 500 gaining 1.49%. Oil dropped to around $80, easing inflation concerns... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 12, 2026 Good way to end the week. Markets are tracking for a positive close on news that a peace deal with Iran may be near, with a draft memorandum committing to lifting oil sanctions and reopening the Strait of Hormuz. Oil dropped to around $84, easing the inflation pressure... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 11, 2026 Choppy session with a mixed picture across the portfolio as Iran/inflation tensions continue to weigh on markets. $NVDA (NVIDIA Corporation) at $201.14 (+0.36%) and $AVGO (Broadcom Inc) at $376.42 (+1.16%) both finding their feet, small bounce but welcome after the... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 10, 2026 Rough day, and the macro backdrop explains it. The US and Iran exchanged military strikes after Trump said Tehran was "taking too long to negotiate." Oil surged, inflation data came in hot at 4.2% CPI for May, and the Nasdaq dropped 0.62% with the S&P 500... Xem thêm Dịch
Noura El Allam
Portfolio Update | June 9, 2026 Mixed session today. Most positions under light pressure with a couple of bright spots. $NVDA (NVIDIA Corporation) at $206.17 (-1.18%) and AVGO at $389.08 (-1.90%) still consolidating post the chip selloff, market continuing to reprice after last week's $AVGO (Broadcom... Xem thêm Dịch

Giới thiệu Noura El Allam
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Chiến lược: Mua/Bán khống

Long-term focus on undervalued stocks, dividends, and buy-and-hold strategies.
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