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Etcaetera - Easy Investing With a Portfolio Manager

Etcaetera (Akim’s Newsletter)

Portfolio manager based in Luxembourg. I bring you new investment ideas.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues83Founded2 years agoLast Issue12 days ago
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Latest Issues

𝙃𝙊𝙒 𝙏𝙊 𝙋𝙄𝘾𝙆 𝙎𝙏𝙊𝘾𝙆𝙎?

There are as many ways to pick stocks as there are individuals, so there is no universal formula that you can truly apply. But I can share insights into mine, which has been working since inception and which I have been improving throughout...

12 days ago
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𝐓𝐡𝐞 𝐁𝐞𝐬𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐢𝐧 𝐒𝐦𝐚𝐥𝐥 𝐂𝐚𝐩?

Now worth a quarter of my portfolio, my strongest conviction has turned into my best performer. Let me offer you a guided tour around $PGY , a stock that has a market cap of only $1.8 billion.

𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙈𝙤𝙙𝙚𝙡

AI-powered B2B pl...

13 days ago
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𝐒𝐞𝐥𝐥 𝐢𝐧 𝐌𝐚𝐲 𝐚𝐧𝐝 𝐠𝐨 𝐚𝐰𝐚𝐲? 𝐈 𝐝𝐨𝐧’𝐭 𝐭𝐡𝐢𝐧𝐤 𝐬𝐨!

So far my public portfolio on eToro (@Etcaetera) achieved ca. +18% YTD, outperforming the S&P 500’s +10.5% to date.

Since inception in 2022 my portfolio (primarily focused on US equities, without strong personal sector preferences) has bee...

3 months ago
4

𝐀 𝐌𝐚𝐣𝐨𝐫 𝐓𝐡𝐢𝐧𝐠 𝐉𝐔𝐒𝐓 𝐇𝐚𝐩𝐩𝐞𝐧𝐞𝐝 𝐢𝐧 𝐂𝐫𝐲𝐩𝐭𝐨

The House passed the crypto bill called CLARITY ACT in July 2025, and it’s been on the Senate’s court since.

But yesterday things changed: the Senate Banking Committee advanced the bill (a 15-9 vote, with some bipartisan support!).

That w...

3 months ago
3

Booking Holdings: this Dip is a Golden Opportunity!

Booking.com doesn’t need any introduction. I am a really enthusiastic shareholder given excellent fundamentals: a well-know, efficiently managed business with continuously high growth rates and now attractive valuation.

Source: GuruFocus...

4 months ago
5

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  • Etcaetera (Akim’s Newsletter)

    My name is Akim and I am a professional portfolio manager active in the investment funds industry. I am here to demystify the stock markets for you - and with you. Subscribe to my newsletter!

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