表现
全部

-0.38%2026
2026
27.64%2025
2025
35.85%2024
2024
30.40%2023
2023
-30.39%2022
2022
27.57%2021
2021
35.62%2020
2020
35.9%0%-35.9%
Nicolas Oddo
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 The two things I've been mentioning repeatedly are 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 and 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻. Well, this week, a few more companies have reported earnings, and 𝘁𝗲𝗰𝗵 𝗻𝗮𝗺𝗲𝘀 like $CRWV (CoreWeave Inc) , $SMCI (Super Micro Computer,... 显示更多 翻译
Nicolas Oddo
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear copiers and followers, I'm back in London! I wanted to come back on the few items I mentioned in my market update two weeks ago, with my thoughts on each point. 📌 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: The Q2 earnings season is largely over now, with still a... 显示更多 翻译
Nicolas Oddo
Dear copiers and followers, I'll be back in London on Monday. In the meantime, just a quick post to highlight that 𝗽𝗮𝘁𝗶𝗲𝗻𝗰𝗲 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗶𝗻 𝘁𝗵𝗲 𝘀𝘁𝗼𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁, 𝗼𝗳𝘁𝗲𝗻 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮𝗰𝘁𝗶𝗼𝗻. When I wrote my last post 10 days ago, my portfolio... 显示更多 翻译
Nicolas Oddo
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear copiers and followers, I'm on a 2-week holiday so I won't be writing much until I'm back in London on August 10. I'm still following what happens on the markets though, so here is a quick update on what I'm looking at: 📌 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: The... 显示更多 翻译
Nicolas Oddo
💡 𝟰 𝗻𝗲𝘄 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗱𝗱𝗲𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 💡 Dear copiers and followers, I added 4 new stocks to the portfolio on 30th June, all around the 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗮𝗻𝗱 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 𝘁𝗵𝗲𝗺𝗲: 📌 $MTRS.ST (Munters Group AB) Munters Group, specialised in climate... 显示更多 翻译
Nicolas Oddo
💡 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 💡 Dear followers and copiers, 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗮𝗿𝗲 𝘄𝗵𝗮𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼, 𝗮𝗻𝗱 𝗰𝗮𝗻 𝘀𝗶𝗴𝗻𝗮𝗹 𝗴𝗼𝗼𝗱 𝗲𝗻𝘁𝗿𝘆 𝗼𝗿... 显示更多 翻译
Nicolas Oddo
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear followers and copiers, Only one company in our portfolio reported Q2 earnings today morning. 𝗠𝘂𝗻𝘁𝗲𝗿𝘀 𝗚𝗿𝗼𝘂𝗽 $MTRS.ST (Munters Group AB) provides 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗮𝗻𝗱 𝗮𝗶𝗿 𝘁𝗿𝗲𝗮𝘁𝗺𝗲𝗻𝘁 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝗰𝗿𝗼𝘀𝘀... 显示更多 翻译
Nicolas Oddo
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 A lot of interesting things are happening at the moment, so here are the top two I have in mind for today: 📌 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗱𝗮𝘁𝗮 (again, sorry!) The 𝗨𝗦 𝗣𝗿𝗼𝗱𝘂𝗰𝗲𝗿 𝗣𝗿𝗶𝗰𝗲 𝗜𝗻𝗱𝗲𝘅 (PPI) 𝗱𝗮𝘁𝗮 𝗳𝗼𝗿 𝗝𝘂𝗻𝗲 was released yesterday... 显示更多 翻译
Nicolas Oddo
💡 𝗧𝗵𝗮𝘁 𝗴𝗶𝗱𝗱𝘆 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂𝗿 #𝟭 𝘀𝘁𝗼𝗰𝗸 𝗶𝘀 𝘂𝗽 𝟮𝟱%! 💡 Hexatronic $HTRO.ST (Hexatronic Group AB) released their Q2 earnings report this morning. If you follow me for a while, you will know that Hexatronic is now the 1st stock in my portfolio. I have a pinned post... 显示更多 翻译
Nicolas Oddo
💡 𝗤𝘂𝗶𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲 💡 Dear followers and copiers, Below are my thoughts on the current market situation, and what I'm monitoring. 📌 𝗧𝗵𝗲 𝗨𝗦 𝗮𝗻𝗱 𝗜𝗿𝗮𝗻 𝗮𝗴𝗿𝗲𝗲𝗺𝗲𝗻𝘁: Exactly one month ago, Trump said: "This Great Deal will bring Peace and Security to... 显示更多 翻译

关于 Nicolas Oddo
英国
策略: 多重策略

✅ Long-term investor ✅ Equities, cryptos, gold ✅ Bonds exposure (10-30%) to limit risk
显示完整个人简介 翻译
573 跟单者
20.5K 粉丝