Simone Rizzetto
Simone Rizzetto @SimoneRizzetto88

表现
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16.47%2026
2026
33.45%2025
2025
15.45%2024
2024
49.82%2023
2023
-31.30%2022
2022
10.47%2021
2021
46.62%2020
2020
22.65%2019
2019
49.8%0%-49.8%
讨论
Simone Rizzetto
Simone Rizzetto
意大利
6 天
已编辑
📊 PORTFOLIO UPDATE: Jobs Shock, Biotech strong earnings 🚀 YTD +18.00%, August MTD +2.95%. The weak US jobs report on August 7 was the defining data release of the week. The economy lost 23,000 jobs in July, well below expectations. 📌 Pharma: Merger Drama, Earnings Beats, and Pipeline Progress ➤... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
13 天
📊 PORTFOLIO UPDATE: Earnings & Pharma Merger Shocks 🚀 YTD +14.64%, July finished with +2.08%. August already positive. One week since the last update. Pharma got shaken by a surprise merger report. Earnings were mixed. 📌 AI and Semiconductors: Earnings Deliver ➤ $MSFT (Microsoft): Another... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
20 天
已编辑
📊 PORTFOLIO UPDATE: Fed Showdown, Oil Chaos, and Earnings Week 🚀 Portfolio is still slightly up for the month. YTD +12.66%, MTD +0.33%. Very little volatility compared to $NSDQ100 US-Iran hostilities sent oil to $100/barrel before an abrupt ceasefire sent it down by 8%. 📌 Macro: Oil Whipsaw... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
28 天
已编辑
📊 PORTFOLIO UPDATE: Earnings Avalanche, FDA Breakthroughs, and AI Wars 🚀 One week since the last update and we entered the busiest earnings window of the quarter. Portfolio is stable. YTD +13.33%, MTD +0.93%. 📌 Pharma: Lipfendra Approval ➤ $MRK (Merck & Co.): FDA approved Lipfendra on July 16,... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
1 个月
📊 PORTFOLIO UPDATE: Geopolitical Shock, Biotech Breakthroughs, and Pharma Wins 🚀 One week since the last update and the backdrop shifted dramatically. US-Iran military confrontation dominated the week, with strikes exchanged and the Strait of Hormuz threatened. Oil surged 3% on Monday, VIX jumped... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
1 个月
📊 PORTFOLIO UPDATE: Guardant Breakthrough 🚀 One week since the last update and the news flow has been dense. Major news was UnitedHealth's coverage deal sent Guardant soaring, Moderna's Science Day reinforced biotech momentum. Portfolio holding strong. YTD +13.87%, MTD +1.40%. 📌 Biotech ➤... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
2 个月
📊 PORTFOLIO UPDATE: Biotech Surge, Memory Crisis, and Hawkish Hangover 🚀 One week since the last update and the momentum in biotech has been remarkable. The FDA advisory committee's unanimous vote on Moderna's flu vaccine set the tone, while the broader semiconductor sector grappled with a... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
2 个月
📊 PORTFOLIO UPDATE: Hawkish Fed Pivot, Biotech Breakthroughs, and Semi Momentum 🚀 One week since the last update and the macro landscape shifted in an unexpected direction. The Fed held rates steady on June 17, but the new dot plot sent shockwaves: 9 of 18 officials now expect a rate hike by year-end.... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
2 个月
📊 PORTFOLIO UPDATE: Iran Peace Deal, Tech Rebounds, and Pharma Catalysts 🚀 One week since the last update and the geopolitical landscape shifted dramatically. The US-Iran peace deal sent shockwaves across global markets,. The relief rally has been immediate and broad. Portfolio riding the momentum.... 显示更多 翻译
Simone Rizzetto
Simone Rizzetto
意大利
2 个月
📊 PORTFOLIO UPDATE: Semi Selloff, Biotech Momentum, and Rising Geopolitical Risk 🚀 Two weeks since the last update and markets have been anything but quiet. The semiconductor sector suffered one of its sharpest selloffs in years amid high expectations and strong job market, and geopolitical tensions... 显示更多 翻译

关于 Simone Rizzetto
意大利
策略: 多重策略

Scientist and MedTech+Healthcare investor with 10 years of experience in this industry.
显示完整个人简介 翻译
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