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Woche 42 (12.–18. Oktober)

19.10.2026

Weekly performance

+20,1%

Portfolio value

3.365,73 €

In week 42 (12–18 October), the sum of individual returns of current SRVI holdings changed by +20.14 percentage points at a portfolio value of €3,365.73. This sum is not a capital-weighted portfolio return. Strongest holding of the week: Accenture (+6.89%). Weakest holding: Alibaba Group (-1.51%).

Portfolio value during the week

11.10.12.10.13.10.14.10.15.10.16.10.17.10.18.10.3.222,05 €3.277,05 €3.332,05 €3.439,13 €

Top movers of the week

ACNINTUADBEBABA-3%0%+3%+6%+9%

Position weights

Adobe Inc.Intuit Inc.PayPal Inc.AccentureAlibaba Group

News of the week

16.10.2026Makroökonomie
US Treasury yields hit 24-year high, weighing on stock markets

US Treasury yields have risen to their highest level since 2002, triggering a global sell-off in equity markets. This rise in interest rates increases pressure on growth stock valuations and weighs on overall market sentiment.

16.10.2026Makroökonomie
Rising US bond yields weigh on global stock markets

US Treasury yields have reached their highest level since 2002, triggering a significant sell-off in international equity markets. Investors are reacting with concern to rising capital costs, which increase pressure on corporate valuations.

16.10.2026Makroökonomie
Rising US Treasury yields weigh on global stock markets

US Treasury yields have reached their highest level since 2002, triggering a significant sell-off in international stock markets. Investors are concerned about the impact of rising interest rates on corporate valuations.

15.10.2026Makroökonomie
French inflation rises to 3.4 percent in September

The inflation rate in France rose to 3.4 percent in September, marking the highest level since January 2024. This increase could put pressure on the European Central Bank to reconsider its monetary policy stance.

14.10.2026Makroökonomie
Global stock markets rise as bond yields stabilize

Global stock markets posted gains on Wednesday, supported by a stabilization in AI-related shares and government bonds. Investors are keeping volatility low while awaiting further economic signals.

14.10.2026Makroökonomie
Oil prices remain under observation due to geopolitical risks

Oil prices remain at an elevated level as tensions between the US and Iran, as well as potential production disruptions in the Gulf of Mexico, weigh on the markets. This continues to fuel concerns regarding inflation trends.

Upcoming dates next week

  • 22.10.2026
    Earnings

    Hermès International (RMS)

Journal of the week

16.10.2026
UpdateAXA (CS)

Preis-Alarm: Kurs 42,89 liegt 15,07 % unter dem Fair Value (50,50). Kaufzone (-15 % Sicherheitsmarge) erreicht.

16.10.2026
UpdateAXA (CS)

Preis-Alarm: Kurs 42,84 liegt 15,17 % unter dem Fair Value (50,50). Kaufzone (-15 % Sicherheitsmarge) erreicht.

15.10.2026
UpdateAXA (CS)

Preis-Alarm: Kurs 42,82 liegt 15,21 % unter dem Fair Value (50,50). Kaufzone (-15 % Sicherheitsmarge) erreicht.

15.10.2026
UpdateAXA (CS)

Preis-Alarm: Kurs 42,92 liegt 15,01 % unter dem Fair Value (50,50). Kaufzone (-15 % Sicherheitsmarge) erreicht.

15.10.2026
UpdateAXA (CS)

Preis-Alarm: Kurs 42,90 liegt 15,05 % unter dem Fair Value (50,50). Kaufzone (-15 % Sicherheitsmarge) erreicht.

12.10.2026
InsiderverkaufDoorDash (DASH)

Insider-Verkauf durch Inukonda Ravi (CFO): 1,017 Stück zu je $195 USD (Wert $198,315).

12.10.2026
InsiderverkaufAccenture (ACN)

Insider-Verkauf durch Hogan Catherine Kiernan (COO): 700 Stück zu je $214.24 USD (Wert $149,965).

© 2026 SRVI Finance

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© 2026 SRVI Finance · Not investment advice

Last updated: July 2026