🇺🇸 USA

$SPX500 — Futures indicate a decisive surge, with the market attempting to recover losses from last week's banking sell-off.

$DJ30 — Futures in a solid rise, showing generalized risk-on sentiment.

$NSDQ100 — Futures are strongly up, with tech leading the market rebound.

💻 Tech & Growth Snapshot

$NVDA (+1,16%) — Up (0.55%), the stock is leading the semiconductor sector, confirming strong AI demand.

$GOOGL (+1,25%) — Up (0.19%), the stock joins the positive Nasdaq trend.

$AVGO (+2,3%) — Up (0.53%), the semiconductor sector benefits from renewed optimism.

$META (+0,13%) — Up (0.48%), showing a strong recovery after recent weakness.

$MSFT (-0,03%) — Up (0.36%), the stock regains momentum with positive sentiment.

$QBTS (+16,63%) — Strongly up, quantum computing sentiment has turned positive amid the tech rebound.

$RGTI (-1,06%) — Up sharply (3.08%), the quantum sector actively participates in the risk-on move.

$TSM (+0,6%) — Up sharply (2.43%), boosted by optimism in the semiconductor sector.

🛍️ Retail & Commerce

$AMZN (+1,02%) — Up (0.80%), strong pre-market recovery, led by tech.

$BABA (+3,86%) — Down (-0.57%), counter-trending Western tech, affected by Asian uncertainties.

$CVNA (+4,36%) — Up (0.57%), the stock gains ground following the broader market trend.

$SHOP (+2,85%) — Solidly up, retail tech is driven by the general risk-on mood.

⚕️ Health & Pharmaceutical

$LLY (+0,99%) — Up, tracking the general market rebound.

$HIMS (+2,06%) — Stable (0.00%), the stock is steady after last week's volatility.

$INSM (-0,72%) — Stable (0.00%), the biotech sector cautiously joins the rally.

🇪🇺 Europe

STOXX 600 — Opening solidly up, in line with global optimism.

GER40 — Decisively higher, the German market regains momentum.

$LDO (+1,34%) — Stable (0.00%), the defense sector is neutral in this rebound phase.

$$IBE (+0,16%) — Stable (0.00%), utilities are static in a risk-on environment.

$OKLO — Up sharply (1.73%), advanced nuclear technology continues its positive trend.

🏦 Banking & Finance

$$UCG (+0,96%) — Stable (0.00%), Italian banks are trying to establish a base after heavy selling.

$$ISP (+0,57%) — Stable (0.00%), awaiting clearer signals.

$$BAMI (+0,91%) , $CE (+0,53%) , $BPE (-1,77%) — Stable (0.00%), the financial sector shows caution despite the risk-on trend.

$$BBVA (-0,43%) — Stable (0.00%), the Spanish stock is leading the European banking recovery.

$AXP (+0,98%) — Up (0.59%), the payments sector participates in the rebound.

$V (+0,05%) — Up (0.07%), confirming its positive tone.

🌏 Asia

$JPN225 — Close in a solid rise, led by optimism in tech markets.

$KOSPI — Close up, Korean tech drives the index.

$HK50 — Up, tech stocks recover despite BABA's uncertainties.

$CHINA50 — Up, following positive global sentiment.

💱 Forex

$EURUSD — Up, the Dollar is losing momentum in a risk-on phase.

$GBPUSD — Up, the market positively assesses prospects for a stronger economy.

$USDJPY — Down, the Yen is gaining ground.

$DXY — The Dollar Index is showing clear weakness.

💎 Commodities & Precious Metals

$GLD (+0,34%) — Down slightly (0.00%), gold consolidates as investors shift to riskier assets.

$CDE (-0,31%) — Stable (0.00%), tracking the flat movement of gold.

$BRENT — Up, showing signs of demand recovery.

$WTI — Gaining ground, reflecting positive macroeconomic sentiment.

📈 Benchmark ETFs

$VOO (+0,54%) — Tracking $SPX500$ futures higher.

$VGT (+1,21%) — Up (0.00%), reflecting the strength of the technology sector.

$$CSNDX (+0,88%) — Up (0.00%), tracking Nasdaq futures in positive territory.

$BND (-0,31%) — Down (0.00%), reflecting rising yields.

💰 Crypto

$BTC (+0,96%) — Strong recovery, the crypto sector bounces off the bottom and gains ground.

$ETH (+1,63%) — Solidly up, following Bitcoin.

$TRX (-0,54%) — Up (0.00%), the altcoin sector participates in the rally.

$CRO (+0,99%) — Up, in line with overall positive sentiment.

🚀 Space & New Tech

$RKLB (+5,26%) — Up, sentiment for growth stocks suggests a rebound.

🔎 Deep Dive: The Return of Risk-On

The week opens with a decisive "Risk-On" mood. Markets are clearly shrugging off (for now) last week's banking tensions, focusing instead on tech-led growth ($NVDA, $TSM$) and hopes for monetary easing. The strong rally in cryptocurrencies ($BTC, $ETH$) and the weakness of the Dollar ($DXY$) are clear indicators that liquidity is flowing back into riskier assets. European banks ($BBVA.MC$) and the semiconductor sector show unexpected strength, while gold ($GLD$) pauses, confirming the shift in focus from systemic risk to growth opportunities.

For daily real-time market insights, deep dives, and trading discussions, follow me on X: https://x.com/ThomasVioli

To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: https://www.etoro.com/people/farlys

⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

🇺🇸 USA

$SPX500 — Futures are moving in a decisive drop, indicating a strong negative open due to renewed regional bank stress.

$DJ30 — Futures in a sharp decline, dragged down by financial and cyclical stocks.

$NSDQ100 — Futures are markedly lower, with weakness in tech stocks solidifying.

💻 Tech & Growth Snapshot

$NVDA (+1,16%) — Up in pre-market, holding strong against the general weakness thanks to robust AI demand.

$GOOGL (+1,14%) — Under strong pressure, aligned with the overall Nasdaq decline.

$AVGO (+2,3%) — Aggressive profit-taking in the semiconductor sector.

$META (+0,13%) — Stable in pre-market, showing relative strength against its peers.

$MSFT (-0,03%) — Slight dip, following the market's bearish trend.

$QBTS (+16,63%) — Down again, volatility remains extreme in this sector.

$RGTI (-1,06%) — Down, the quantum computing sector is highly sensitive to the risk-off mood.

🛍️ Retail & Commerce

$AMZN (+1,02%) — Down in pre-market, negative sentiment weighs on consumer confidence.

$BABA (+3,86%) — Stable, counter-trending thanks to Asian positive sentiment.

$CVNA (+4,36%) — Down, the stock struggles to find a stable support base.

$SHOP (+2,85%) — Correcting some of its recent gains.

⚕️ Health & Pharmaceutical

$LLY (+0,99%) — Stable/Up slightly, the defensive sector offers timid refuge.

$HIMS (+2,06%) — Profit-taking in pre-market despite recent catalysts.

$INSM (-0,72%) — Mixed, the biotech sector moves disconnectedly, but with caution.

🇪🇺 Europe

STOXX 600 — Opening solidly up, boosted by defensive sectors and positive earnings reports.

GER40 — Up slightly, showing resilience despite US banking worries.

$LDO.MI — Up, the defense sector continues to outperform.

$IBE.MC — Stable, utilities confirm their defensive asset status.

$OKLO — Stable, the nuclear tech stock awaits concrete catalysts.

🏦 Banking & Finance

$$UCG (+0,96%) — Under strong pressure, the financial sector is generally affected by contagion fears.

$$ISP (+0,57%) — Markedly lower, negative sentiment dominates.

$$BAMI (+0,91%)
$CE (+0,53%) , $BPE (-1,77%) — Widespread selling on Italian banks.

$$BBVA (-0,43%) — In strong increase, counter-trending the sector due to positive corporate news or insulation from US regional bank stress.

$AXP (+0,98%) — Down in pre-market, facing consumer slowdown concerns.

$V (+0,05%) — Essentially flat, confirms its more defensive status.

🌏 Asia

$JPN225 — Close down, weighed by Wall Street losses and trade uncertainty.

$KOSPI — Close flat/slightly down, the market remains in a holding pattern.

$HK50 — Sharp fall, due to regional bank pressures and China's plenum anticipation.

$CHINA50 — Weak, caution dominates.

💱 Forex

$EURUSD — Down, the Euro loses ground against the haven Dollar.

$GBPUSD — Down, the Pound is under pressure.

$USDJPY — Falling sharply, the Yen is rallying as the Dollar loses momentum on Fed rate-cut hopes.

$DXY — The Dollar Index is showing strength, acting as a safe haven.

💎 Commodities & Precious Metals

$GLD (+0,34%) — Strong rally, gold hits new record highs on strong safe-haven demand.

$CDE (-0,31%) — Up sharply, following the explosive trend of gold.

$BRENT — Down slightly, global demand fears persist.

$WTI — Losing ground, affected by negative macroeconomic sentiment.

📈 Benchmark ETFs

$VOO (+0,54%) — Tracks the negative S&P 500 futures.

$VGT (+1,21%) — Down, reflecting weakness in the technology sector.

$CSNDX (+0,88%) — Tracks Nasdaq futures in negative territory.

$VWCE (+0,53%) — Stable/Down, reflects the mixed global trend.

$BND (-0,31%) — Up, as bond yields fall due to safe-haven demand.

💰 Crypto

$BTC (+0,96%) — Down slightly, aligned with the general risk-off mood.

$ETH (+1,63%) — Following Bitcoin, showing broad weakness.

$CRO (+0,99%) — Flat/Down slightly, in line with the rest of the market.

$TRX (+3,39%) — Down slightly, the sector struggles to find significant support.

🚀 Space & New Tech

$RKLB (+5,26%) — Weak in pre-market, aligning with other growth stocks.

🔎 Deep Dive: Gold & Banking Stress

The day is polarized: the strong safe-haven demand for Gold ($GLD) is the dominant theme, hitting new all-time highs due to persistent US regional bank stress. While European markets, specifically $BBVA.MC, show resilience and an isolated uptrend, the US futures and Italian financial stocks are struggling. The overall takeaway is a heightened sense of systemic risk, forcing investors into traditional havens while penalizing US high-beta stocks. The strength of $NVDA remains a key structural theme resisting the general decline.

⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

Today ain't my day. I discuss my background as well as add another diary entry to my YouTube channel.

I am trying to grow this portfolio WITHOUT selling, and I do not know how realistic this goal is. All in all, I know that the recent increases in the prices for $VOO (+0,54%) , $SCHD , $SCHY , $SCHG , $VYMI , $VUG (+0,76%) , $DGRO , $QQQ , and $TQQQ have increased a good amount.

However, out benevolent tech dictatorial oligarchs have really not released any positive news. Therefore, I am quite hesitant to invest in big tech at the moment. Maybe in the near future, big tech will be selling at more palatable prices.

I am trying to manage my money as best as I can. I see the underlying shifts etc but who knows exactly how much the US can lose while the rest of the planet gains???

Follow me for unbiased and straight to the blood commentary as well as information. I am a type of devil, but at least I am predictable...

https://www.youtube.com/watch?v=yZDO7skTkMQ

Happy Friday and great work on surviving another week! Today was an incredible end to a fantastic rally:

• The S&P 500 is up, $VOO (+0,54%)
• 
  The Dow is up, $SCHD
• 
  The Nasdaq 100 is up, $QQQ

Furthermore, USA jobs data came in stronger than expected, and American investors are continuing to be bullish in the country. European investors, however, have withdrawn their capital from the US and are hesitant to come back.

Meanwhile, European defense companies continue to rally as the EU is starting its defense industrial complex.

Its been a good day for the Magnificent Seven, except... $AAPL (+0,3%) . This is due to $SPOT (+0,38%) 's successful lawsuit against the tech giant's monopolistic store practices.

I am discussing all of this and more in my May 2nd market update video. Have a great weekend!

https://www.youtube.com/watch?v=Qkie1FB04kI

I know this might sound extreme, but it’s the truth: if you’re not investing, you’re losing money every single day. And I’m not talking about missing out on the latest “hot stock” or some get-rich-quick scheme—I mean something much bigger and more fundamental: inflation.

💸 Cash Loses Value Over Time

Think about this: How much did a coffee cost 10 years ago? What about rent, groceries, or fuel? Prices go up every single year due to inflation, meaning your money’s purchasing power is shrinking if you’re just keeping it in a bank account.

Let’s look at the numbers:

If you had €10,000 in a bank account in 2015, it could buy you much more than what the same €10,000 can buy today.

With average inflation at 2-3% per year, in a decade your money loses 20-30% of its real value.

Right now, inflation in Europe is hovering around 3%, and in previous years, it was even higher.

This means that keeping your money in cash is actually a guaranteed loss.

📈 Investing = The Best Way to Beat Inflation

So, how do you protect yourself? By investing in assets that grow over time.

Here’s why investing is essential:

✅ Stocks and ETFs have historically returned 7-10% per year, easily beating inflation.

✅ Real estate generates passive income and appreciates in value.

✅ Dividend stocks and ETFs provide cash flow, making your money work for you.

✅ Compounding means that even small investments today can turn into serious wealth in the future.

The best part? You don’t need to be an expert or have a fortune to start investing. Even €100 per month invested consistently can make a massive difference over time.

ETF Examples That Beat Inflation

If you’re new to investing, ETFs (Exchange-Traded Funds) are one of the best ways to get started. They provide diversification, lower fees, and solid long-term returns.

Here are some great ETFs that have historically outperformed inflation:

🚀 S&P 500 ETF ($SPY (+0,56%) / $VOO (+0,54%) / $CSPX (+0,51%) ) – This ETF tracks the 500 biggest U.S. companies (Apple, Microsoft, Tesla, etc.) and has returned an average of 10% per year over the last few decades.

🌍 Vanguard FTSE All-World ($VWCE (+0,53%) / $VWRL (+0,55%) ) – A global ETF that covers large and mid-sized companies worldwide. Perfect for broad diversification.

💰 iShares MSCI World ETF ($IWDA (+0,44%) ) – A strong alternative to VWCE, investing in developed markets globally.

📈 Dividend ETFs like $VYM (+0,22%) or $SPYD (-0,85%) $ – Great if you want passive income, as they pay quarterly dividends.

Real Numbers: Why Waiting Costs You Thousands

Let’s compare investing now vs. waiting 10 years:

If you invest €10,000 today, and it grows at 8% per year, in 20 years it becomes €46,600.

If you wait 10 years before investing, you’ll end up with only €21,500—less than HALF!

The difference? Not how much you invest, but how early you start.

⏳ The Biggest Mistake: Waiting Too Long

Many people say:

"I’ll start investing when I have more money."

"The stock market is too risky right now."

"I’ll wait for the perfect moment."

But the truth is: there’s never a perfect time. The most important thing is to get started and stay consistent.

Even if you only invest €50-100 per month, you’re already ahead of 90% of people who never invest at all.

🚀 Take Action Now!

If you haven’t started yet, now is the time. Inflation isn’t slowing down, and every year you wait, your cash loses value.

📌 What’s stopping you from investing?

(Follow me for more investing insights, ETF picks, and portfolio updates! 📊)

#degiro
#fire
#etfs
#businesswins
#investing
#takeactionnow

Investing at the worst times

These are the annualized returns for an investor who bought the day before Covid-19, or just before the Great Financial Crisis in 2007, or at the peak of the Dot Com bubble - not ideal, but not disastrous in hindsight. 

The miracle of equities is that, despite your rotten luck, you still end up okay if you allow enough time to pass.

$VUAG (+0,53%)
$CSPX (+0,51%)
$VOO (+0,54%)
$SPYL (+0,48%)

No diversification vs. diversification

My portfolio of one or two stocks vs. the main indices since 2016, which one do you think is better?

$VOO (+0,54%)
$IWDA (+0,44%)
$CSNDX (+0,88%)

Hi everyone!

Everything is going well, USA election meant positive %PL to me and to many of us.

I'll keep this short:

$SOL (+0%) went up. And it's even gone better than expected. I was planning to sell once it was higher than 185$. It's around 210$ atm. I'll wait a bit but sell if it gets lower than 185$ again.

As i said i keep diversifying.

$CDE (-0,31%) was one of my latest addition, and it's not performing as expected. Well, Gold seems to be going this direction atm, but i'm faithful.

$VGT (+1,21%) and $VOO (+0,54%) are my latest ETF addition, and are performing good.

I also have $XEON (+0,01%) and $VWCE (+0,53%) on another platform. Everything is going good.

Another recent addition was $TRX . It's an interesting project. I know i said i would not keep cryptos here, but that was just a very little investment while i keep studying it.

2024 so far on eToro

📈 May 2024: +7.9%

📈 June 2024: +0.5%

📉 July 2024: -0.4%

📈 August 2024: +0.4%

📈 September 2024: +2.4%

📈 October 2024: +0.5%

📈 2024: +6.71% at the moment

My overall 2024, considering all my portofolios and investments is at 📈 +5.2%.

Im building my 2025 plan, I will have some more liquidity to invest, it depends on BCE interest rates