WEEK 13 SUMMARY

Happy Easter to all of you!

We entered the first week of April, we leave the bad experience of the month of February and March that made us stronger momentarily. Statistically April has always been a good month for the stock markets. We hope it continues to follow the trend of past years.

Total April: 2.00%

Total 2021: 15.31%

Total 2021 Nasdaq: 4.59%

Performance: 4/5 - we outperformed The Nasdaq this week and we are in a momentary lead in April, but obviously too soon.

Satisfaction: 3/5 - I am generally satisfied, some short-term operations have been very fruitful and have allowed us to recover a little faster.

In the weekly TOP 3:

1. BYD : + 18,37%

2. PINS : + 12,54%

3. YADEA : + 12,10%

In FLOP 3 we find:

1. NNDM: - 4.80%

2. JAZZ: -1.91%

3. A2A.MI: -0.23%

Very profitable week therefore with few companies that closed the week in red. I expect a lot from NNDM, I have temporarily closed the other two due to need for liquidity.

I do not want to expose myself about the future trend of the market, technically the nasdaq seems to have broken the bearish trend line and seems to be directed around the 13500 points which will be the first resistance to be broken, otherwise it could return to test the 13200. Still the direction is uncertain. we must think positive but prepare for the worst.

Over the past two days the HK market has given us great performances it would seem a trend reversal especially for BYD and YADEA, while XI still continues to underperform despite the excellent news. His time will come again.

(curiosity: BYD and Xiaomi have recently collaborated for the production of Xiaomi Mi 11 Lite 5G. This device has been made the thinnest and lightest thanks to a specific magnesium alloy construction. Normally the smartphone cases are made of aluminum alloy. The advantages of magnesium alloy are low density, high strength, higher shock load than aluminum alloy and excellent heat dissipation. It is a material that no one has ever used for smartphone manufacturing until now).

I know that at least one of my copiers is not satisfied with my behavior over the last week, especially linked to the risk that has gone to 7. However, this is the maximum risk, on average we have a risk equal to 6, and I am sure that if the market he will return to normal he will go down to 5. I understand his concerns and thank him for telling me, obviously it was a reason for reflection for me and I mean his fears. However you can rest assured, I will try to keep the risk below 6 as in January, but I repeat it was not due to the change in strategy but only to the volatility of the market. As far as my strategy is concerned, nothing has changed, they are all long-term operations, I have some medium-term operations and I have about 6-7% of our portfolio destined for the short term. So I repeat, I am not changing my investment strategy and soon we will see the risk drop to 5 again. I wanted to "squeeze" my wallet more but I can understand your concern, so I will continue to be careful to maintain a low risk.

Hoping for a good month, I greet you and goodnight!