๐ ๐๐ฒ๐น๐น๐ผ ๐๐ผ๐ฝ๐ถ๐ฒ๐ฟ๐ ๐ฎ๐ป๐ฑ ๐๐ผ๐น๐น๐ผ๐๐ฒ๐ฟ๐!
๐ข๐๐ฒ๐ฟ๐ฎ๐น๐น ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ
๐ฑ-๐ฌ๐ฒ๐ฎ๐ฟ ๐ฅ๐ฒ๐๐๐ฟ๐ป: +216.74% ๐ฅ
๐ญ๐ฎ-๐ ๐ผ๐ป๐๐ต ๐ฅ๐ฒ๐๐๐ฟ๐ป: +67.77% ๐
๐ฌ๐ฒ๐ฎ๐ฟ-๐๐ผ-๐๐ฎ๐๐ฒ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ: +44.27% ๐ฅ
๐ช๐ฒ๐ฒ๐ธ๐น๐ ๐ฅ๐ฒ๐๐๐ฟ๐ป: +1.00% ๐
๐น ๐๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐๐ผ๐ป๐๐ถ๐๐๐ฒ๐ป๐ ๐ฅ๐ฒ๐๐๐น๐๐
Iโm incredibly proud of how the portfolio has performed over the long term. With a 5-year return of over 216% and a year-to-date gain of +44.27%, I believe weโre in a strong position to keep delivering consistent, market-beating results.
๐๐ฒ๐ป๐ฐ๐ต๐บ๐ฎ๐ฟ๐ธ ๐๐ผ๐บ๐ฝ๐ฎ๐ฟ๐ถ๐๐ผ๐ป ๐
Outperformed the S&P500 Index by +๐ต๐ฎ.๐ต๐ฌ% YTD
Outperformed the NASDAQ 100 Index by +๐ญ๐ญ๐ฎ.๐ต๐ฐ% YTD
Ranked in the ๐ง๐ผ๐ฝ ๐ญ๐ฎ for 5-Year Return in Portugal on eToro
๐ช ๐ข๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ถ๐ป๐ด ๐ ๐ฎ๐ท๐ผ๐ฟ ๐๐ป๐ฑ๐ถ๐ฐ๐ฒ๐
Outpacing both the ๐ฆ&๐ฃ๐ฑ๐ฌ๐ฌ and ๐ก๐๐ฆ๐๐๐ค๐ญ๐ฌ๐ฌ reinforces our strategyโs strength. Over the years, Iโve learnt that patience and smart diversification are key to long-term success, and this is what makes Santiago1000 stand out.
๐ง๐ผ๐ฝ-๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ถ๐ป๐ด ๐๐๐๐ฒ๐๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ ๐
$BTC: +9.47% ๐ Bitcoin continues to show resilience, with strong gains reflecting renewed investor confidence in the crypto space.
$NFLX (Netflix, Inc.): +5.69% ๐บ Netflix outperformed expectations, driven by a notable increase in subscriber growth.
$RR.L (Rolls-Royce): +5.62% ๐ซ Rolls-Royce continues to benefit from rising demand in aviation, contributing to solid gains.
$VST (Vistra Corp): +4.69% โก Vistra has been a strong performer, driven by its position in the energy sector.
$ANF (Abercrombie & Fitch Company): +4.67% ๐๏ธ Abercrombie & Fitch is seeing a rebound in the retail sector, which led to healthy returns this week.
๐๐๐๐ฒ๐ ๐๐น๐น๐ผ๐ฐ๐ฎ๐๐ถ๐ผ๐ป ๐
Electronic Technology: 31.65%
Technology Services: 20.29%
ETFs: 13.59%
Financials: 8.48%
Retail Trade: 7.09%
Utilities: 5.87%
Health Technology: 5.87%
Industrial Services: 2.99%
Others: 4.17%
๐ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐๐ถ๐๐ฒ๐ฟ๐๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป
I believe in maintaining a well-diversified portfolio to maximise opportunities in multiple sectors. While tech remains a big focus, Iโm also careful to balance it out with sectors like finance and retail, ensuring that weโre well-prepared for any market conditions.
๐ฅ๐ถ๐๐ธ ๐๐ป๐ฑ๐ถ๐ฐ๐ฎ๐๐ผ๐ฟ๐ (๐ฌ๐ง๐) โ๏ธ
Sharpe Ratio: 1.84 (Shows our risk-adjusted performance)
Sortino Ratio: 4.99 (Highlights our strong performance during downturns)
Max Drawdown: 4.70% (The largest decline the portfolio has seen this year)
๐ ๐ ๐ฎ๐ป๐ฎ๐ด๐ถ๐ป๐ด ๐ฅ๐ถ๐๐ธ ๐๐ถ๐ธ๐ฒ ๐ฎ ๐ฃ๐ฟ๐ผ
Managing risk is a crucial part of the game. Our Sharpe and Sortino ratios show that weโre getting solid returns without taking on unnecessary risk, even during market downturns.
๐ฅ๐ฒ๐ฐ๐ฒ๐ป๐ ๐ง๐ฟ๐ฎ๐ฑ๐ฒ๐ & ๐๐ฑ๐ท๐๐๐๐บ๐ฒ๐ป๐๐ ๐
Significant Buys: Iโve increased our position in $SMH, capitalising on the continued growth of AI.
Significant Sells: I trimmed our position in $MSFT (Microsoft) after it reached a key support level.
๐ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐ฆ๐ต๐ถ๐ณ๐๐
Iโm always analysing market trends and making the necessary adjustments. This week, Iโve increased exposure to tech to take advantage of the AI boom, while managing our position in Microsoft based on technical analysis.
๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ป๐๐ถ๐ด๐ต๐๐ ๐
The technology sector continues to be the driving force behind the portfolioโs success, especially with the growing interest in ๐๐-๐ฟ๐ฒ๐น๐ฎ๐๐ฒ๐ฑ ๐๐๐ผ๐ฐ๐ธ๐. Despite some market volatility caused by geopolitical tensions and ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐๐ฒ๐ฎ๐๐ผ๐ป, our tech-heavy strategy remains well-positioned. Last week, we saw mixed results in the semiconductor space, with ๐๐ฆ๐ ๐ missing expectations while ๐ง๐ฎ๐ถ๐๐ฎ๐ป ๐ฆ๐ฒ๐บ๐ถ๐ฐ๐ผ๐ป๐ฑ๐๐ฐ๐๐ผ๐ฟ ๐ ๐ฎ๐ป๐๐ณ๐ฎ๐ฐ๐๐๐ฟ๐ถ๐ป๐ด reported excellent earnings, reviving confidence in the chip sector. Financials also remained strong, with ๐ ๐ผ๐ฟ๐ด๐ฎ๐ป ๐ฆ๐๐ฎ๐ป๐น๐ฒ๐ and ๐๐ฃ๐ ๐ผ๐ฟ๐ด๐ฎ๐ป reporting solid investment banking activity. ๐ก๐ฒ๐๐ณ๐น๐ถ๐ impressed with its earnings, beating both profit and subscriber growth expectations.
๐ง๐ถ๐ฝ ๐ณ๐ผ๐ฟ ๐ฃ๐ผ๐๐ฒ๐ป๐๐ถ๐ฎ๐น ๐๐ผ๐ฝ๐ถ๐ฒ๐ฟ๐ ๐ก
Nowโs the Time to Copy: With Santiago1000 outperforming the S&P500 by nearly 93%, this is an ideal ๐๐ถ๐บ๐ฒ ๐๐ผ ๐ฐ๐ผ๐ฝ๐ ๐๐ต๐ฒ ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ. Whether you’re looking for growth or diversification, Santiago1000 offers a solid, well-balanced approach. ๐ผ๐ช
Feel free to reach out with any questions or insights โ Iโm always happy to help guide you through the process of copying the portfolio and building ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ ๐๐ฒ๐ฎ๐น๐๐ต together!
๐ ๐๐ต๐ฒ๐ฐ๐ธ ๐ณ๐ผ๐ฟ ๐ฑ๐ฎ๐ถ๐น๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ๐: bullaware.com/etoro/Santiago1000
๐ ๐ฆ๐ฒ๐ฒ ๐๐ต๐ฒ ๐ฃ๐ฟ๐ฒ๐๐ถ๐ผ๐๐ ๐ช๐ฒ๐ฒ๐ธโ๐ ๐ฅ๐ฒ๐๐ถ๐ฒ๐: etoro.tw/3A3sGDs
๐ ๐๐ฒ๐ฎ๐ฟ๐ป ๐ ๐ผ๐ฟ๐ฒ ๐๐ฏ๐ผ๐๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐: www.etoro.com/people/santiago1000/portfolio
Untill next time,
๐ฆ๐ฎ๐ป๐๐ถ๐ฎ๐ด๐ผ