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May 16
0
Capital allocation is where discipline becomes performance.

Capital Allocation: How Discipline Turns Into Performance in the Santiago1000 Portfolio

By Antonio Walter Santiago | Sem categoria | No Comments

One of the most important parts of managing the Santiago1000 portfolio is not simply choosing good companies. It is deciding how much capital each company deserves at each point in…

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May 10
0

Why Micron (MU) Just Became My Largest Position (and What It Says About the Memory Cycle)

By Antonio Walter Santiago | Sem categoria | No Comments

For over 7 years I’ve followed my own quantitative strategy to decide what enters, exits and how much weight each name carries in my Popular Investor portfolio on eToro. This…

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Oct 04
0
In-depth analysis of Musk vs Netflix: controversy, fundamentals, technicals, and long-term investment view.

Elon Musk vs Netflix

By Antonio Walter Santiago | Sem categoria | No Comments

Market Impact and Investment Opportunities In recent trading sessions, Netflix ($NFLX) faced its worst week since April, with shares falling more than 4%.The catalyst? A controversy sparked by Elon Musk…

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Sep 28
0
Performance highlights, market analysis, and tips for investors. Outperform the S&P 500!

Weekly Winners and Portfolio Performance

By Antonio Walter Santiago | Sem categoria | No Comments

Hello everyone! This week, my portfolio shone once again, with big winners like $LDO.MI from Leonardo S.p.A. rising an impressive 6.34%, boosted by news of potential satellite partnerships with giants…

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Sep 21
0
Portfolio Santiago1000 supera S&P 500 Index em mias de 50%

🌱 Sustainable growth: investing is a marathon, not a sprint

By Antonio Walter Santiago | Sem categoria | No Comments

Hi all! This week, the Santiago1000 portfolio stayed strong, with significant gains in $TSLA (+7.61%), $GE (+6.90%), $PLTR (+6.39%), $ARKW (+6.02%) and $GOOG (+5.74%). Thanks to these results, the portfolio…

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Sep 14
0
Desempenho Impressionante do Portfolio Santiago1000

Santiago1000 Portfolio: +50% vs S&P 500 in 12 Months

By Antonio Walter Santiago | Sem categoria | No Comments

Investing is a marathon, not a 100-metre sprint Hello everyone! I’m Santiago1000, a Popular Investor, Champion Level (Red Star) on eToro, and I’m excited to share this week’s results and…

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Sep 10
0
Drawdowns: turning fear into strength

Drawdowns: turning fear into strength

By Antonio Walter Santiago | Sem categoria | No Comments

Good morning! I see volatility rising and I won’t be surprised if we face a drawdown in the coming days 📉. A drawdown is simply the drop in a portfolio’s…

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Sep 07
0
Desempenho do Portefólio – Semana 36 de 2025

Portfolio Performance – Week 36 of 2025

By Antonio Walter Santiago | Sem categoria | No Comments

Hello everyone! With dedication and a responsible strategy, we closed week 36 of 2025 with solid results and reasons for optimism. My goal is to be a reference in responsible…

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Sep 07
0
O Manifesto Santiago1000 une disciplina, visão de longo prazo e foco no valor humano em cada investimento.

📜 Santiago1000 Manifesto

By Antonio Walter Santiago | Sem categoria | No Comments

Investing is understanding human action My investment strategy is born from a core belief: economics is not made of charts or statistics, but of people. Individuals who act, choose, and…

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Aug 24
0
Steady Growth, Low Risk

Weekly Review Santiago1000 eToro

By Antonio Walter Santiago | Sem categoria | No Comments

Investing is a marathon, not a sprint Hello everyone! This is Santiago1000, Champion Level Popular Investor (Red Star) on eToro, and I welcome you to another weekly review of my…

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Investir com método, não com opinião

Pontuo 25 posições todos os meses com um modelo próprio. Recebe o scorecard completo e a edição semanal, grátis.

Quero o scorecard →

A minha carteira na eToro

Todas as posições e pesos do modelo, atualizados em tempo real.

Ver perfil @Santiago1000 →Link de afiliado: se abrires conta através dele, posso receber uma comissão da eToro, sem custo para ti. Não é recomendação de investimento. O teu capital está em risco.

My portfolio on eToro

Every position and weight in the model, updated in real time.

View @Santiago1000 profile →Affiliate link: if you open an account through it, I may receive a commission from eToro at no cost to you. Not investment advice. Your capital is at risk.

Il mio portafoglio su eToro

Tutte le posizioni e i pesi del modello, aggiornati in tempo reale.

Vedi il profilo @Santiago1000 →Link di affiliazione: se apri un conto tramite questo link, potrei ricevere una commissione da eToro, senza costi per te. Non è una raccomandazione di investimento. Il tuo capitale è a rischio.

Top 5

  • 📊 Where We Are in the Cycle — and What That Changes 13 de June de 2026
  • How to Read the Santiago1000 Portfolio in Layers: Architecture, Discipline and Cycle Awareness 20 de May de 2026
  • Capital Allocation: How Discipline Turns Into Performance in the Santiago1000 Portfolio 16 de May de 2026
  • Why Micron (MU) Just Became My Largest Position (and What It Says About the Memory Cycle) 10 de May de 2026
  • The AI Boom Still Has Fuel — But Money Just Got More Expensive 29 de August de 2026

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