Ionel Van den Berg - etoro Popular Investor

Ionel Van den Berg @Lazacoin

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2026

2025

2024

2023

2022

50.5%0%-50.5%

回报（最近一年） 4.97%

2年回报 94.72%

平均风险评分（过去 7 天）

盈利周数 57.41%

讨论

Ionel Van den Berg

荷兰

20 小时

$NU (Nu Holdings Ltd.) | Q2 earnings: this is what I want to see from a long term compounder. 🇧🇷 Nu Holdings just delivered another record quarter. Revenue: $5.88B, +39% YoY Net income: $1.06B, +49% YoY Customers: 138.9M, +13% YoY ROE: 33% Credit portfolio: $39.4B, +37% YoY And for the first time,... 显示更多翻译

Ionel Van den Berg

荷兰

2 天

The COUNTERINTUITIVE POWER of BONDS/CASH During a Crash Most investors see cash as a drag on returns. And during a strong bull market, they're probably right. But there's another way to look at it. Imagine you have a portfolio worth $100,000: $85,000 in equities $15,000 in bonds/cash Your... 显示更多翻译

Ionel Van den Berg

荷兰

4 天

$RKLB (Rocket Lab Corp) | Down ~10% after earnings. Has the thesis changed? The initial reaction was brutal. But the picture is more nuanced. Q2 delivered another record quarter: Revenue: $234M, +62% YoY Backlog: $2.36B, +137% YoY Q3 revenue guidance: $250–265M Q2 adjusted EBITDA loss: $8.8M, better... 显示更多翻译

Ionel Van den Berg

荷兰

5 天

Did China Save the Markets? 🇨🇳 When the conflict with Iran escalated, the obvious market narrative seemed straightforward: Iran - Strait of Hormuz - oil supply shock - higher inflation - weaker growth - lower equity markets. And there were plenty of reasons to expect a much deeper correction. The... 显示更多翻译

Ionel Van den Berg

荷兰

8 天

Understanding My Risk Score Since restructuring my portfolio, my eToro Risk Score has temporarily increased from 5 to 6. I've received a few questions about that, so I thought it would be useful to explain how I look at risk. 📊 What is the eToro Risk Score? The Risk Score is eToro's way... 显示更多翻译

Ionel Van den Berg

荷兰

10 天

THE INVESTMENT BLUEPRINT | How I Manage This Portfolio Every portfolio tells a story. Mine is built around one simple idea: Own businesses that benefit from long term structural trends, and use market volatility to buy more of them. This isn't a trading portfolio. It's how I invest my own... 显示更多翻译

Ionel Van den Berg

荷兰

24 天

Tijd voor een update. De afgelopen periode is de portefeuille grondig geherstructureerd en geoptimaliseerd volgens een vooropgezet plan. Het doel van deze operatie was helder: de opstelling volledig stroomlijnen en klaarmaken voor de komende 5+ jaar. De herstructurering is nu volledig afgerond. Posities... 显示更多翻译

Ionel Van den Berg

荷兰

1 个月

A powerful start to the new month as our strategy delivers a +4.71% return this past week (including June). This outpaces the S&P 500 by more than 2,5x and beats the Nasdaq 100 by over 4x. For our ongoing portfolio restructuring and the strategic switch we are making toward our Pillars, this performance... 显示更多翻译

Ionel Van den Berg

荷兰

2 个月

Weekly update. Hello copiers and followers, With the trading week behind us, it is time to map out the script for the days ahead. I am currently rotating capital and waiting patiently as the $NSDQ100 cools down. While this cooling is a welcome sight for our rotation strategy, the month of June has... 显示更多翻译

Sitting tight

100.00%

Actively buying the tech dip

100.00%

Defence/ Value

100.00%

Profit taking before July data

100.00%

Ionel Van den Berg

荷兰

2 个月

Portfolio Restructuring: The Final Pieces & The Alpha Shift I outlined the strategy on Monday, but for those who missed it: I am fundamentally reshaping the portfolio for the next 3 to 5 years. The goal is straightforward, maximizing alpha and building a highly concentrated, future proof structure. We... 显示更多翻译

Leaving Mega Cap Tech

100.00%

Exiting Healthcare

100.00%

Dropping Alibaba

100.00%

None, pure Alpha makes sense

100.00%

Ionel Van den Berg
@Lazacoin

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