Wolf von Rotberg

Equity Strategist, J. Safra Sarasin

· tracked since Apr 2026

Calls 2 2 Posts tracked · 0.0/day

Calls

7d 0

30d 0

90d 2

Best Calls

SPY long +6.1%

Worst Calls

XLU long -5.3%

Most Mentioned

SPY ×1

XLU ×1

Recent Calls

XLU long 1 month ago

SPY long 1 month ago

Win Rate 50% Long 2 Short 0

Win Rate

7d 50%

30d 50%

90d —

Average Return +0.4% Long Return +0.4% Short Return -

Average Return

7d +0.9%

30d +1.1%

90d —

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

SPY SPDR S&P... SPDR S&P 500 ETF Trust

Long

Apr 29

$712.22

+6.1%

U.S. equities can grind higher.

U.S. equities are reasonably valued with strong fundamentals and can grind higher despite lingering geopolitical risks. Valuations have de-rated, earnings are coming through, and the market is not yet extreme.

Macro

YOUTUBE

XLU Utilitie... Utilities Select Se...

Long

Apr 29

$46.24

-5.3%

Utilities benefit from AI spending.

U.S. utilities benefit from the massive AI-related spending by hyperscalers, which drives electricity demand for data centers. This makes utilities a beneficiary of the AI investment trend.

Energy

YOUTUBE

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