الأداء
الكل

15.51%2026
2026
19.71%2025
2025
36.75%2024
2024
28.89%2023
2023
-23.91%2022
2022
36.8%0%-36.8%
Peer Tesdorpf
𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲 📊 July was another challenging month for our portfolio, driven by a sharp rotation away from AI-related and high-growth technology stocks. After a strong AI rally over the past years, investors became more cautious, taking profits and reassessing valuations across the... عرض المزيد ترجم
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲 📊 June was a challenging month for our portfolio, ending slightly negative. The broader macro environment remained difficult, putting pressure on many growth and technology stocks. 1️⃣ 𝗠𝗮𝗰𝗿𝗼 𝗵𝗲𝗮𝗱𝘄𝗶𝗻𝗱𝘀 🌍 Market sentiment stayed cautious, and several of... عرض المزيد ترجم
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
𝗧𝗲𝘀𝗹𝗮 (𝗧𝗦𝗟𝗔) — 𝗪𝗵𝘆 𝘄𝗲 𝗼𝘄𝗻 𝗶𝘁 🚀 Tesla is not just an automotive company. We see it as a technology + manufacturing + AI platform with multiple long-term growth drivers. 1️⃣ 𝗘𝗩 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 🚗⚡ EV adoption is still in an early phase globally. Tesla benefits from scale, brand... عرض المزيد ترجم
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
𝗠𝗮𝘆 𝟮𝟬𝟮𝟲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 📈⚡ May was marked by a very strong rally, driven by improving risk sentiment, momentum in growth stocks, and continued easing of geopolitical fears. Markets moved aggressively higher and many indices reached new short-term highs. Today we saw a sharp pullback,... عرض المزيد ترجم
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗖𝗲𝗮𝘀𝗲𝗳𝗶𝗿𝗲 𝗥𝗲𝗹𝗶𝗲𝗳 📈🕊️ Markets reacted strongly after the announcement of a two-week ceasefire between the U.S. and Iran. Risk sentiment improved quickly, and global equities moved higher, supported by easing geopolitical tension and a pullback in oil prices. 1️⃣... عرض المزيد ترجم
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 📈 March was a challenging month for markets. Geopolitical tensions following the U.S. attack on Iran created significant uncertainty, and rising oil prices added extra pressure. Short-term volatility was high, and many sectors experienced sharp swings. Despite... عرض المزيد ترجم
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
@KarlRanseyer Hallo Andreas, danke für dein Vertrauen in meine Investment-Strategie. Freundliche Grüße, Peer ترجم
ليست نصيحة استثمارية. قد يكون لدى الكاتب مصالح مالية في الأدوات المذكورة.
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
@Save4Retirement Thank you very much for your trust during these volatile and hectic times. Best wishes, Peer ترجم
ليست نصيحة استثمارية. قد يكون لدى الكاتب مصالح مالية في الأدوات المذكورة.
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
𝗕𝗮𝗶𝗱𝘂 (𝗕𝗜𝗗𝗨) — 𝗪𝗵𝘆 𝘄𝗲 𝗶𝗻𝘃𝗲𝘀𝘁 𝗮𝗻𝗱 𝘄𝗵𝘆 𝘄𝗲 𝘀𝗲𝗲 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 🤖📈 Baidu is often called “the Google of China”, but we see it as much more than that. Baidu is a core AI and technology platform with exposure to several strategic growth areas in China. 1️⃣... عرض المزيد ترجم
Peer Tesdorpf
Peer Tesdorpf
ألمانيا
$INTC (Intel) $TSLA (Tesla Motors, Inc.) time to buy $NSDQ100 $SPX500 $BTC ترجم
ليست نصيحة استثمارية. قد يكون لدى الكاتب مصالح مالية في الأدوات المذكورة.

نبذة Peer Tesdorpf
ألمانيا
استراتيجية: القيمة

Hybrid long-term and short-term value investing approach focused on undervalued companies
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