Weekly Market Recap & Trades (Aug 18–22, 2025)
Description
📊 Weekly Market Recap & Trades (Aug 18–22, 2025)
Welcome back traders and investors! Here’s a breakdown of my trades, dividends, and lessons from last week — a volatile one with Jerome Powell hinting at possible rate cuts in September.
⏱ Timestamps (mm:ss)
* 00:00 – Intro & Powell’s rate hint
* 00:37 – Novo Nordisk dividend
* 01:34 – Amazon cautious sell
* 02:10 – MercadoLibre trade
* 02:37 – Opendoor revenge trade
* 03:08 – Exiting Palo Alto Networks pre-Jackson Hole
* 03:48 – Airbnb trim
* 04:16 – Eli Lilly profit booked
* 04:36 – Small honorable mentions (PLTR, CSCO, Gold)
* 04:54 – Weekly net €567 ($616)
* 05:05 – Powell Jackson Hole impact
* 05:13 – Closing thoughts
💵 Dividends
* Novo Nordisk (NVO) – Received a dividend payout on Aug 19th: 65.47€ gross → 56.21€ net after tax.
📈 Trades Breakdown
✅ Profitable Moves
* Amazon (AMZN) – Sold part of my position cautiously, +67.6€ (≈58.04$). Still bullish for 2026–27.
* MercadoLibre (MELI) – In-and-out trade, +56.7€ gross → 48.68€ net.
* Opendoor Technologies (OPEN) – Revenge trade, small +52.6€ gain.
* Palo Alto Networks (PANW) – Fully sold position pre-Jackson Hole to avoid downside. Locked ~80€ profit.
* Airbnb (ABNB) – Exited before weekend risk, +29.2€.
* Eli Lilly (LLY) – One of my favorites, but trimmed with a strong +300.29€ gain.
❌ Missed / Smaller Gains
* Opendoor (OPEN) – Missed the bigger rally after selling.
* Airbnb (ABNB) – Will likely reenter if rates are cut (bullish for demand).
🎗 Honorable Mentions (Small <€10 trades)
* Palantir (PLTR)
* Cisco Systems (CSCO)
* Physical Gold (XAU/USD)
Total from these small trades: ~20€.
📊 Weekly Profit Summary
* Net Profit: €567 (~$616)
* Achieved and exceeded weekly income target!
📰 Market Context
* Jerome Powell at Jackson Hole hinted at flexible rate policy → Markets reacted positively.
* Expectation: potential rate cuts = bullish for growth stocks like AMZN, ABNB, MELI.
🧠 Lessons Learned
* Trim winners, but don’t sell too early (Opendoor rally reminder).
* Avoid weekend risk during macro events.
* Diversify trades across tech, healthcare, and consumer.
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