Category

Portfolio Updates
Matteo Marinelli Portfolio Update - November 2023
December 5, 2023

Portfolio Update – November 2023

Earlier this month I decided to adopt a more focused...
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Matteo Marinelli Portfolio Update - October 2023
November 5, 2023

Portfolio Update – October 2023

The month started with renewed tensions between Israel and Palestine....
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Matteo Marinelli Portfolio Update - September 2023
September 30, 2023

Portfolio Update – September 2023

Just like that, the third quarter of the year is...
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Matteo Marinelli Portfolio Update - August 2023
September 3, 2023

Portfolio Update – August 2023

The other day I was reading the first newsletter I...
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Matteo Marinelli Portfolio Update - July 2023
July 31, 2023

Portfolio Update – July 2023

The portfolio update you’re reading right now it’s the first...
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Matteo Marinelli Portfolio Update - June 2023
July 3, 2023

Portfolio Update – June 2023

I am thrilled to see both this newsletter and my...
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Matteo Marinelli Portfolio Update - May 2023
June 7, 2023

Portfolio Update – May 2023

United States The month of May started with a very...
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Matteo Marinelli Portfolio Update - April 2023
May 1, 2023

Portfolio Update – April 2023

The past month was a curious one indeed, with little...
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Matteo Marinelli Portfolio Update - March 2023
April 4, 2023

Portfolio Update – March 2023

In 2022, the closest thing we had to a systematic...
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Matteo Marinelli Portfolio Update - February 2023
March 4, 2023

Portfolio Update – February 2023

February started off with the FOMC, which I expected it...
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