LazyBull5

LazyBull5

Alphabet Inc., the parent company of Google, has just released its financial results for the first quarter of 2024, and the numbers are nothing short of impressive. With the tech industry undergoing rapid evolution, all eyes were on Alphabet to see how it navigated this dynamic landscape. Here's a breakdown of the key highlights from Alphabet's recent earnings...

LazyBull5

Airbnb, rebalancing and stop at 0 Stock picking is one of the most complicated things, especially in the long term. Airbnb (ABNB) is the result of a study I carried out years ago shortly after its listing, the market cap, is higher than historic tourism giants, and the business model and growth possibilities remain important. Its main competitor (Booking) has...

LazyBull5

January 2024 It's Google's turn (goog) +76 % I take home part of the profits on trade started at the end of 2022 Waiting for the Earnings... The stock remains in the portfolio after the rebalancing. Interesting levels for long entries: Between $115 and $105 and surely, should it ever get there, to $86, where I entered a position on the bottom. Happy...

LazyBull5

January 2024 After the important portfolio rebalancing at the beginning of the year, Meta shares also reach the target. after a more than positive Christmas rally, supported by the market, I brought home a generous 111% (slightly better at the time of order execution). As always they are part of the profits because Meta is one of those companies in my...

LazyBull5

In the world of investing, maintaining a well-balanced portfolio is crucial to reducing risk and maximizing growth potential. One of my most popular strategies is using exchange-traded funds (ETFs) to gain exposure to a wide range of assets. During this time, many investors are reviewing their strategies and reallocating their portfolios to maximize future...

LazyBull5

It’s time to rebalance the ETF that weighs the most in my portfolio. MSCI World (SWDA) hits an all-time high. I had purposely waited a bit this year to rebalance its percentage in the portfolio. Patience paid off. I take home a generous 16% and await better times to accumulate the asset again. From a volumetric point of view, the interesting levels for...

LazyBull5

Time to rebalance Building and maintaining a portfolio of ETFs has always been at the heart of my practice, supported by a few well-selected companies. In this case, we are talking about an ETF made up mainly of European and Swiss equities, which after months of ups and downs finally breaks the highs. Signal that I've been waiting for a long time to bring home...

LazyBull5

A day of indecision on the markets yesterday, Meta performed well instead. I decided to take home a good part of the profits, at the end of the day, considering that my target was only $7 upper. I take home a profit of more than 50% , maintaining the position on the remainder. The average price gives me a large margin, I think it's time to take home and...

LazyBull5

Meta, the company that owned Facebook and Instagram, released its first quarterly report for 2023, revealing a solid quarter for the company. The company reported total revenue of $18 billion, up 10% from the same period a year earlier. This increase in revenue was primarily driven by user growth and increased advertising on its services. In particular, monthly...

LazyBull5

Time to take home some of the profits +34% and all-time high achieved We can say "overextended", after the dividend, usually, I would have expected a pullback, but Apple has continued its trend. Trading view signal triggered, excellent selling price. (178,01) Very good for this May, where the Nasdaq was driven by 7-8 companies, one of which was AAPL. I...

LazyBull5

Alphabet (GOOG) Post Quarterly Analysis 1Q23 In a moment of market uncertainty, the company founded by Larry Page and Sergey Brin surprises expectations both in terms of profits and sales. In the conference, Google gave great importance to artificial intelligence, announcing that their chatbot technology, currently in use only in the US and UK, will be launched...

LazyBull5

Positive quarterly results for Zuckerberg's company, owner of Facebook, Instagram, WhatsApp and pioneer of the metaverse (after the acquisition of the Oculus group). Revenues totaled $28.6 billion. Revenues from virtual reality and augmented reality technologies: HKEX:339 million In general from Trading View Ernings + 8.86% above analysts' estimates Revenues...

LazyBull5

Apple is one of the largest and most successful companies in the world. Apple's market capitalization, i.e. the combined value of its shares, is currently over $2.5 trillion. The company was founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company has continued to grow in recent years due to the popularity of its products such as the iPhone,...

LazyBull5

Recap on my position on the GOLD (GC) that I have in my portfolio with the physically replicated ETC XAD1 on the Frankfurt stock exchange. From WS Italy: Ole Hansen, Head of Commodities Strategy at Saxo Bank, said: “Overall, we expect a favorable 2023 for the gold market, supported by recession and equity market devaluation risks: an eventual peak in central...

LazyBull5

Recap on my position on Google, Apple and Facebook, the 3 bit techs I have in my portfolio. Google spectacular entry and obviously also lucky. ($85.94) There is still a long way to go, for a share that from the highs of February 22, at the time of my entry had lost about 45%. I remain in position with a generous 20% profit, there is a lot of volume structure...

LazyBull5

ETF PORTFOLIO, TIME TO REBALANCE? After accumulating heavily between May and July, the time to rebalance the ETF portfolio is approaching. It has been a planting year, the partial harvest could come very soon. Despite the difficulties, everything is proceeding as it should, especially on the MSCI World, which has held up very well a complicated year like 2022. ...

LazyBull5

Google (GOOG) Trade Updates I entered November (see previous post) near the bottom with a price of 85.87, a profit of 13% so far, but the road is still long. The volume knot near POC held up well, but the upper areas are very well covered. Here too, as for AMZN, my target is the historical highs, even if for the medium term, the target is $115-120. To keep an...

LazyBull5

Amazon (AMZN) Trade Updates Amazon arrives in the volumetric accumulation zone of the last 2 years. the price reacted in the best way both on the weekly and on the daily, Waiting for the Earnings, which in 2022 have not been good for the first time in years, even considering the last quarter positive in cash flow, but negative in net profit margin (-20%). Now,...