Fede's Portfolio
Subscribe
Sign in
Home
Tools
Portfolio updates
About
Top 5 stocks to watch for 2026
...and how did I do in 2025?
Jan 2
•
federico wengi
13
9
1
Zeta Global my new core portfolio position
... the credible alternative to Meta and Google?
Nov 8, 2025
•
federico wengi
2
4
1
July '25 - RobinHood investment thesis
...and the Q2 earnings bonanza
Aug 16, 2025
•
federico wengi
6
Most Popular
View all
Nebius investment deepdive
Mar 15, 2025
•
federico wengi
21
1
3
My 2025 top 5 new stocks to watch
Jan 12, 2025
•
federico wengi
15
6
1
Dec 2024 + Evolution AB investmet thesis
Jan 7, 2025
•
federico wengi
14
1
Apr '25 + Kaspi investment thesis
May 10, 2025
•
federico wengi
12
7
July '25 - RobinHood investment thesis
Aug 16, 2025
•
federico wengi
6
Jan '25 + ASML investmet thesis
Feb 8, 2025
•
federico wengi
11
1
1
Latest
Top
Discussions
June '25 + 2CRSI investment thesis
...a small cap with a possible 100% in weeks
Jul 19, 2025
•
federico wengi
4
1
1
May '25 + Adobe investment thesis
...and cutting down my portfolio
Jun 14, 2025
•
federico wengi
7
4
1
Apr '25 + Kaspi investment thesis
...and practice what you preach
May 10, 2025
•
federico wengi
12
7
March 25 - the house in on fire
...and I am ready to make my bets
Apr 5, 2025
•
federico wengi
7
Nebius investment deepdive
the first 100bn European AI stock?
Mar 15, 2025
•
federico wengi
21
1
3
February 25 portfolio update
...and our brain's inability to think exponentially
Mar 7, 2025
•
federico wengi
7
Jan '25 + ASML investmet thesis
...and the NVIDIA meltdown
Feb 8, 2025
•
federico wengi
11
1
1
See all
Fede's Portfolio
I am a VC tech investor that loves chatting about stocks and showing how I invest my personal money. Not investment advice, views are my own only.
Subscribe
Recommendations
Capitalist Letters
Oguz Erkan
Arny Trezzi
Arny Trezzi
Natan’s Substack
Natan
Fede's Portfolio
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
