📊 𝐊𝐄𝐄𝐏 𝐁𝐔𝐈𝐘𝐍𝐆 𝐓𝐇𝐄𝐒𝐄 𝐒𝐓𝐎𝐂𝐊𝐒
2026 has been a positive year for the portfolio so far, with a YTD performance of +12%. However, that number only tells part of the story.
Since May, the portfolio has been in a clear 𝐬𝐢𝐝𝐞𝐰𝐚𝐲𝐬 𝐩𝐡𝐚𝐬𝐞.
In other words, a large part of this... 显示更多 翻译
💡 𝐈 𝐬𝐮𝐩𝐞𝐫𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐭𝐨𝐫𝐢 𝐬𝐭𝐚𝐧𝐧𝐨 𝐜𝐨𝐦𝐩𝐫𝐚𝐧𝐝𝐨 𝐦𝐨𝐥𝐭𝐢 𝐝𝐞𝐢 𝐦𝐢𝐞𝐢 𝐭𝐢𝐭𝐨𝐥𝐢 𝐢𝐧 𝐩𝐨𝐫𝐭𝐚𝐟𝐨𝐠𝐥𝐢𝐨
I portafogli dei grandi investitori vengono pubblicati trimestralmente. La notizia più interessante riguarda Alphabet.
Berkshire Hathaway ha aumentato del 45% la... 显示更多 翻译
🟢 𝐆𝐫𝐞𝐚𝐭 𝐧𝐞𝐰𝐬: 𝐁𝐞𝐫𝐤𝐬𝐡𝐢𝐫𝐞 𝐇𝐚𝐭𝐡𝐚𝐰𝐚𝐲 𝐢𝐬 𝐛𝐮𝐲𝐢𝐧𝐠 𝐛𝐚𝐜𝐤 𝐢𝐭𝐬 𝐨𝐰𝐧 𝐬𝐡𝐚𝐫𝐞𝐬
$BRK.B (Berkshire Hathaway Inc) is currently our third-largest portfolio position, representing around 8.6% of the portfolio, with a gain of approximately +26% since our investment.
I invested... 显示更多 翻译
Si può vivere di trading? E di investimenti? 💰
C’è stato un periodo in cui, almeno sui social, sembrava quasi scontato poter vivere di trading.
Apparvero come funghi presunti esperti che promettevano guadagni facili, libertà finanziaria e una vita migliore lavorando poche ore al giorno.
Ma è davvero... 显示更多 翻译
📉 Volatilità sui mercati: perché non sto vendendo?
Nelle ultime sedute abbiamo visto una forte correzione del settore tecnologico, in particolare dei semiconduttori e delle società più esposte agli investimenti nell’intelligenza artificiale.
Il quadro generale è però più articolato: mentre tecnologia... 显示更多 翻译
Thank you to everyone who has chosen to copy me and place their trust in me over the past few days.
A quick note for those who have just arrived: my strategy is built for the long term.
🏛️ My portfolio is made up primarily of solid companies: strong fundamentals, healthy balance sheets, durable competitive... 显示更多 翻译
🫧 𝐀𝐫𝐞 𝐰𝐞 𝐢𝐧 𝐚 𝐛𝐮𝐛𝐥𝐞? 𝐅𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬, 𝐟𝐥𝐨𝐰𝐬 𝐚𝐧𝐝 𝐞𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬
The most common questions among investors today are simple: is the market in a bubble? Should we sell or stay invested?
The answer, however, cannot depend solely on the levels reached by market indices.... 显示更多 翻译
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