Stocker Intelligence
Track legendary investors, analyze social sentiment, and make predictions in our community-driven arena.
Legendary Investor Tracking
Follow the portfolio moves of the world's best investors
Legendary Investor Sentiment
Aggregate sentiment analysis based on recent portfolio moves from Warren Buffett, Ray Dalio, and Cathie Wood.
Warren Buffett
Berkshire Hathaway
Ray Dalio
Bridgewater Associates
Cathie Wood
ARK Invest
Warren Buffett
Berkshire Hathaway
Recent Portfolio Moves
Portfolio rebalancing after significant appreciation. Taking profits while maintaining conviction in long-term value.
Energy sector positioning amid global supply concerns. Strong cash flow generation and dividend yield.
Continued accumulation based on undervalued assets and strong management execution in oil production.
Your Portfolio Overlap
Warren Buffett reduced their AAPL position by -3.2%. You're up +28.5%, but their reduction ("Portfolio rebalancing after significant appreciation. Taking profits while maintaining conviction in long-term value.") suggests taking profits might be wise. Consider rebalancing to lock in gains.
Ray Dalio
Bridgewater Associates
Recent Portfolio Moves
Inflation hedge positioning. Concerns about currency devaluation and geopolitical tensions driving safe-haven allocation.
Reducing duration exposure ahead of potential rate volatility. Shifting to shorter-term instruments.
Diversification into emerging markets with attractive valuations. Focus on Asia-Pacific growth opportunities.
Your Portfolio Overlap
Ray Dalio increased their GLD position by +8.5%. This aligns with your positive performance of +12.8%. Consider whether to follow their lead and increase your position, especially given their reasoning: "Inflation hedge positioning. Concerns about currency devaluation and geopolitical tensions driving safe-haven allocation."
Cathie Wood
ARK Invest
Recent Portfolio Moves
Conviction in autonomous driving technology and AI capabilities. FSD progress exceeding expectations.
Crypto infrastructure play. Regulatory clarity improving and institutional adoption accelerating.
Profit-taking after strong rally. Rebalancing portfolio weights while maintaining long-term conviction.
Your Portfolio Overlap
Cathie Wood increased their TSLA position by +6.2%. This aligns with your positive performance of +45.2%. Consider whether to follow their lead and increase your position, especially given their reasoning: "Conviction in autonomous driving technology and AI capabilities. FSD progress exceeding expectations."
Cathie Wood increased their COIN position by +9.3%. While you're currently down -8.3%, their increased conviction ("Crypto infrastructure play. Regulatory clarity improving and institutional adoption accelerating.") might signal a turnaround opportunity. Consider averaging down if fundamentals support it.
Key Market Insights
Sector Rotation Detected
Multiple legendary investors are rotating out of tech stocks and increasing positions in energy and commodities. This suggests a defensive positioning ahead of potential market volatility.
Inflation Hedge Positioning
Ray Dalio and other macro investors are significantly increasing gold and commodity exposure, indicating concerns about inflation and currency devaluation.
AI & Innovation Focus
Cathie Wood continues to double down on AI and autonomous driving technologies despite short-term volatility, showing conviction in long-term disruptive trends.
Value Investing Returns
Warren Buffett's recent moves suggest a return to classic value investing principles, focusing on companies with strong fundamentals and reasonable valuations.
Prediction Arena
Make predictions based on social sentiment from Reddit & Twitter
Top Predictors
