Bernardus Smith
Bernardus Smith @BernardusJS

الأداء
الكل

1.59%2026
2026
13.72%2025
2025
17.89%2024
2024
30.51%2023
2023
-13.20%2022
2022
-2.16%2021
2021
42.72%2020
2020
42.7%0%-42.7%
المناقشات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
26يوم
𝐓𝐡𝐞 𝐌𝐢𝐧𝐝-𝐁𝐞𝐧𝐝𝐢𝐧𝐠 𝐒𝐜𝐚𝐥𝐞 𝐨𝐟 𝐚 $𝟏.𝟒 𝐓𝐫𝐢𝐥𝐥𝐢𝐨𝐧 𝐅𝐨𝐫𝐭𝐮𝐧𝐞 Following SpaceX's blockbuster IPO, Elon Musk’s personal net worth has rocketed to an unprecedented $1.35 trillion. To put this into perspective, let's look at the global landscape. If Musk's paper... عرض المزيد ترجم
Well deserved
100.00%
Inspired
100.00%
Too much power (Concerned)
100.00%
Disgust
100.00%
120 الأصوات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
2شهر
𝐍𝐯𝐢𝐝𝐢𝐚 𝐯𝐬. 𝐆𝐞𝐫𝐦𝐚𝐧𝐲: 𝐓𝐡𝐞 𝐀𝐛𝐬𝐮𝐫𝐝 𝐌𝐚𝐭𝐡 𝐨𝐟 𝐭𝐡𝐞 𝐀𝐈 𝐁𝐨𝐨𝐦 $NVDA (NVIDIA Corporation) is now worth roughly $𝟓.𝟒 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧. Germany’s annual GDP is around $𝟓 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧. One company, built around chips and AI infrastructure, is being valued higher than... عرض المزيد ترجم
Bernardus Smith
Bernardus Smith
لوكسمبورغ
3شهر
𝗪𝗵𝗮𝘁 𝗜𝘀 𝗮 𝗦𝘁𝗼𝗰𝗸 𝗥𝗲𝗮𝗹𝗹𝘆 𝗪𝗼𝗿𝘁𝗵? Let’s say someone offers to buy a single share of a company for $100. Someone else who owns this share is willing to accept this $100 in exchange for the share. We now have supply and demand. If the company has 100 shares, the market cap (theoretical... عرض المزيد ترجم
No one cares about Market Cap
100.00%
Yes, reflects fundamentals
100.00%
Other - comment below
100.00%
33 الأصوات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
4شهر
تم التعديل
Tough time never last $AMZN (Amazon.com Inc) $MSFT (Microsoft) $BTC ترجم
ليست نصيحة استثمارية. قد يكون لدى الكاتب مصالح مالية في الأدوات المذكورة.
Bernardus Smith
Bernardus Smith
لوكسمبورغ
4شهر
𝗨𝗦–𝗜𝗿𝗮𝗻 𝗖𝗼𝗻𝗳𝗹𝗶𝗰𝘁: 𝗪𝗵𝘆 𝗗𝘂𝗿𝗮𝘁𝗶𝗼𝗻 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗳𝗼𝗿 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 I know we said we were gonna solve this during COVID and make everything a Tesla but unfortunately this matters because oil still apparently matters. If US-Iran escalates and the Strait of Hormuz stays disrupted,... عرض المزيد ترجم
< 1 month , minimal impact
100.00%
1-3m, volatility
100.00%
3-6m, market stress
100.00%
6m+, major downturn
100.00%
11 الأصوات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
5شهر
𝗜𝘀 𝗶𝘁 𝘀𝗺𝗮𝗿𝘁 𝘁𝗼 𝘀𝗵𝗼𝗿𝘁 𝘀𝗲𝗹𝗹? I’m genuinely curious how people think about this. My answer is no and here's why: In 2023, some of the best resourced funds in the world were short $NVDA. They had the models, the analysts, the conviction. The valuation looked stretched. The thesis... عرض المزيد ترجم
Yes, regularly
100.00%
Only high conviction
100.00%
No, not worth it
100.00%
6 الأصوات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
6شهر
$SPX500 / $SPY (State Street SPDR S&P 500 ETF) 𝐅𝐨𝐫 𝐭𝐡𝐨𝐬𝐞 𝐰𝐡𝐨 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐭𝐡𝐢𝐧𝐤 𝐢𝐧 𝐩𝐫𝐨𝐛𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 Over long periods, the S&P 500 has been remarkably consistent. Since 1928, total returns look roughly like this: - 9.9% nominal annualised - 6.7% after inflation -... عرض المزيد ترجم
Strong +20% or more
100.00%
Moderate +5% to +20%
100.00%
Flat -5% to +5%
100.00%
Negative −10% or worse
100.00%
18 الأصوات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
7شهر
𝐔𝐍𝐏𝐎𝐏𝐔𝐋𝐀𝐑 𝐎𝐏𝐈𝐍𝐈𝐎𝐍: 𝐃𝐀𝐘 𝐓𝐑𝐀𝐃𝐈𝐍𝐆 𝐅𝐄𝐄𝐋𝐒 𝐒𝐌𝐀𝐑𝐓 𝐔𝐍𝐓𝐈𝐋 𝐓𝐇𝐄 𝐌𝐀𝐓𝐇 𝐒𝐇𝐎𝐖𝐒 𝐔𝐏 Let’s be honest for a moment. If you shorten the time horizon enough, market outcomes become dominated by randomness. That doesn’t mean skill doesn’t exist. It means skill only... عرض المزيد ترجم
Day trading is mostly luck.
100.00%
Day trading is a real skill.
100.00%
139 الأصوات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
8شهر
𝗡𝗼𝘃𝗼 𝗡𝗼𝗿𝗱𝗶𝘀𝗸: 𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗥𝗲𝗮𝘀𝗼𝗻 𝘁𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗚𝗼𝘁 𝗛𝗮𝗺𝗺𝗲𝗿𝗲𝗱 (𝗔𝗻𝗱 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗡𝗲𝘅𝘁) Most people think $NVO (Novo-Nordisk A/S SPONS ADR) crashed this year because Wegovy/Ozempic went generic. That’s wrong. In the U.S., semaglutide is STILL patent-protected... عرض المزيد ترجم
Back to $65 - $75
100.00%
Up to $55 - $65
100.00%
Stays at $45 - $55
100.00%
Not sure
100.00%
83 الأصوات
Bernardus Smith
Bernardus Smith
لوكسمبورغ
9شهر
⚠️ 𝗧𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗼𝗼𝗸𝘀 𝗦𝘁𝗿𝗼𝗻𝗴 - 𝗕𝘂𝘁 𝗦𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴’𝘀 𝗢𝗳𝗳 Stock prices are hitting new highs. AI headlines sound unstoppable. But when you follow the money, the story doesn’t line up. 1️⃣ 𝗦𝘁𝗼𝗰𝗸𝘀 𝗔𝗿𝗲 𝗙𝗮𝗿 𝗔𝗵𝗲𝗮𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 • The Buffett Indicator... عرض المزيد ترجم
Stocks crash hard
100.00%
Markets keep rising
100.00%
Everything holds steady
100.00%
197 الأصوات

نبذة Bernardus Smith
لوكسمبورغ
استراتيجية: القيمة

Successful long-term investor. High-quality companies with strong fundamentals.
عرض السيرة الذاتية الكاملة ترجم
396 الناسخون
14.3K المتابعون

تجار مشابهون

تم تداوله مؤخرًا

MSFT
MSFT
مفتوح•25/06/26, 06:35
▴6.39%
أرباح/خسائر
TME
TME
مفتوح•22/06/26, 13:49
▴5.99%
أرباح/خسائر
PDD
PDD
مفتوح•27/05/26, 18:09
▴-1.11%
أرباح/خسائر
AMZN
AMZN
مغلق•24/04/26, 17:28
▴53.09%
أرباح/خسائر
AMZN
AMZN
مغلق•24/04/26, 15:28
▴45.88%
أرباح/خسائر