Ana Sarda Rodrigues
Ana Sarda Rodrigues @nintingale

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9.00%2026
2026
11.48%2025
2025
-5.60%2024
2024
13.78%2023
2023
-14.65%2022
2022
-5.39%2021
2021
54.30%2020
2020
-34.37%2019
2019
54.3%0%-54.3%
討論
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
3 天
𝘼𝙣 𝘼𝙄 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙏𝙖𝙡𝙚: 𝙒𝙞𝙣𝙣𝙚𝙧𝙨, 𝙇𝙤𝙨𝙚𝙧𝙨, 𝙖𝙣𝙙 𝙐𝙣𝙞𝙘𝙤𝙧𝙣𝙨 Is the AI Trade? Did we just experience a dead cat bounce? This is the question most of traders and investors are asking themselves right now. The reason is simple: AI-exposed names are roughly 40-45% of... 顯示更多 翻譯
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
30 天
Portfolio Update July 2026: Pricing a World Without Hormuz Dear All, Last month I wrote that a ~40% oil crash on a signed-but-not-yet-physical deal looked early. Three weeks later the deal is dead. 📈 𝗠𝗮𝗿𝗸𝗲𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 The Deal That Wasn't Tankers were fired on near the Strait... 顯示更多 翻譯
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
2 個月
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – 𝙅𝙪𝙣𝙚 𝟮𝟬𝟮𝟲: 𝘼 𝙍𝙤𝙩𝙖𝙩𝙞𝙤𝙣 𝙄𝙣𝙩𝙤 𝙍𝙚𝙖𝙡 𝘼𝙨𝙨𝙚𝙩𝙨? 𝘾𝙝𝙞𝙣𝙖, 𝙊𝙞𝙡 & 𝘼𝙄 Dear All, A hard month—emerging markets and energy, my two biggest bets, both fell at once. Here’s why, and what I changed. 📈 𝙈𝙖𝙧𝙠𝙚𝙩 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨 𝗧𝗵𝗲... 顯示更多 翻譯
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
3 個月
已編輯
$GRPN (Groupon Inc) 𝗕𝗲𝘀𝘁 𝗗𝗲𝗮𝗹 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗦 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗶𝗴𝗵𝘁 𝗡𝗼𝘄? Groupon is my biggest position — about 𝟲% 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗼𝗼𝗸, and I'd happily own more. I think it's the most undervalued name in the US market today. 𝗧𝗵𝗲 𝘀𝗲𝘁𝘂𝗽 The market's pricing... 顯示更多 翻譯
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GRPN
Groupon Inc
21.51
-0.4700 (-2.14%)
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
4 個月
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – April 2026: All-Time Highs, Zero Resolution Dear All, April delivered one of the most powerful rallies in recent memory—and I remain skeptical. Here's why I'm staying cautious while everyone else celebrates. 📈 𝙈𝙖𝙧𝙠𝙚𝙩 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨 The Disconnect The... 顯示更多 翻譯
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
5 個月
Off course you are going to see QQQ and $SPY (State Street SPDR S&P 500 ETF) going to close at daily lows over the weekend . Which professional investor is willing to take risk knowing the US administration usually make moves when markets are closed? I think a territorial invasion on Iran is possible... 顯示更多 翻譯
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SPY
State Street SPDR S&P 500 ETF
776.34
-1.54 (-0.20%)
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
5 個月
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – March 2026: War Edition Dear All, This month, I'm taking a different approach. Rather than the usual performance review, I want to focus on how we're positioned for the ongoing conflict between Iran, the USA, and Israel—and what it means for the portfolio. 📈... 顯示更多 翻譯
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
5 個月
Things are going to get worse before they get better. Buckle up! 翻譯
不構成投資建議。作者可能在所提及的金融工具中具有財務利益。
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
5 個月
If you did not raise 10-20% on cash, this is your chance. 翻譯
不構成投資建議。作者可能在所提及的金融工具中具有財務利益。
Ana Sarda Rodrigues
Ana Sarda Rodrigues
德國
6 個月
已編輯
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – 𝙁𝙚𝙗𝙧𝙪𝙖𝙧𝙮 𝟮𝟬𝟮𝟲: 𝙎𝙝𝙤𝙧𝙩-𝙏𝙚𝙧𝙢 𝙋𝙖𝙞𝙣, 𝙇𝙤𝙣𝙜-𝙏𝙚𝙧𝙢 𝙂𝙖𝙞𝙣 📈 𝙈𝙖𝙧𝙠𝙚𝙩 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨 February was volatile, especially across tech. The software space saw a sharp repricing, dragging down the Nasdaq Composite and broader growth indices.... 顯示更多 翻譯

關於 Ana Sarda Rodrigues
德國
策略: 多頭/空頭策略

Long term Investment on equities (60%) + swing trades (40%) for monthly $
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