Mihai-Alexandru Patru
Mihai-Alexandru Patru @AlexZy

表现
全部

5.81%2026
2026
16.62%2025
2025
23.42%2024
2024
24.08%2023
2023
-12.46%2022
2022
19.28%2021
2021
10.53%2020
2020
22.36%2019
2019
-5.38%2018
2018
24.78%2017
2017
7.28%2016
2016
12.90%2015
2015
3.33%2014
2014
3.59%2013
2013
24.8%0%-24.8%
Mihai-Alexandru Patru
Portfolio Update – July July was a good month for my portfolio, finishing up 3.39%, while the S&P 500 was essentially flat, gaining only around 0.1%. The month didn't start particularly well. In fact, the portfolio was in negative territory until July 22nd. However, from July 22nd until the end... 显示更多 翻译
Mihai-Alexandru Patru
Portfolio Update ​We wrapped up another quiet month with a modest +0.21% gain, performing right in line with the S&P 500 (+0.13% MTD). ​Despite a strong start, being up +2.5% to +3% in the first five days, market momentum shifted. The reignited conflict involving Iran and ongoing tensions along... 显示更多 翻译
Mihai-Alexandru Patru
Portfolio Update My portfolio saw a small gain in June of +0.5% and a strong start to July, with a +1.5% increase in the first three days. Combined, this brings my year-to-date performance to +3.39%. Lagging behind the S&P 500's +9.11%, Berkshire Hathaway's flat performance has been a... 显示更多 翻译
Mihai-Alexandru Patru
Portfolio Update This month, my portfolio is up a modest 0.10%, while the S&P 500 is down 1.3%, the Nasdaq is down 2.1%, and the Dow Jones is the only major U.S. index in positive territory at +0.95%. European stocks performed somewhat better this month, with the Euro Stoxx 50 up 4.2% since June... 显示更多 翻译
Mihai-Alexandru Patru
May Update My portfolio gained +1.4% in May, while global markets showed strong resilience. The S&P 500 surged ~4.8% to near 7,580, fueled by exceptional earnings and massive AI infrastructure spending. The Nasdaq rode the same tech-driven wave as upward earnings revisions kept buyers aggressive. ... 显示更多 翻译
Mihai-Alexandru Patru
Portfolio update It's already mid-May, and my portfolio seems to have recovered from the March dip. It is now back in positive territory on a year-to-date basis, showing a fragile 2.5% gain. Yet, given the current context and the volatility we've seen over the last two years, I’m more than happy... 显示更多 翻译
Mihai-Alexandru Patru
Portfolio Update My portfolio has increased by approximately 5% so far this month and is now close to breaking even on a year-to-date basis, currently sitting at around -1%. In comparison, the S&P 500 is up roughly 4% year-to-date. This underperformance is largely the result of my significant exposure... 显示更多 翻译
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ASR Nederland NV
70.44
0.02 (0.03%)
Mihai-Alexandru Patru
Portfolio update March 2026 was one of the worst months in recent years for my portfolio, with a performance of -6.25%. The last time I experienced a similar month was in 2022, when the SPX500 was down 4.3%, while the Euro Stoxx 50 had nearly twice the negative performance at -8.6%. BRK was down 5.8%... 显示更多 翻译
Mihai-Alexandru Patru
Portfolio Update ​My portfolio is currently experiencing a mediocre period, which happens over long periods within a passive, long-term investment strategy. Performance fluctuations are natural; since performance is measured over a multi-year horizon, the current positioning remains sound. ​The... 显示更多 翻译
Mihai-Alexandru Patru
Some positive news : tarrif relief ​In a 6-3 ruling, the Supreme Court struck down the sweeping tariffs Trump had imposed using the International Emergency Economic Powers Act (IEEPA). The Court ruled that while the law allows the president to "regulate" commerce during emergencies, it does... 显示更多 翻译

关于 Mihai-Alexandru Patru
法国
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Long-term, fundamentals-driven investment focused on high-quality businesses.
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