Rasmus Hansen
Rasmus Hansen @denmark442

Ydeevne
Alle

-0.03%2026
2026
40.03%2025
2025
36.45%2024
2024
16.74%2023
2023
-12.43%2022
2022
-7.26%2021
2021
40.0%0%-40.0%
Rasmus Hansen
Weekly Update (32) Dear Copiers, The macro picture remains dominated by the Middle East and interest rates. US-Iran talks are ongoing and a possible peace agreement, but no final deal or full reopening is in place yet. The Fed kept rates unchanged last week and stressed that inflation remains above... Vis Oversæt
Rasmus Hansen
Weekly Update (31) Dear Copiers, It has been quiet from my side lately, mostly down to a summer holiday with the family. Judging by the numbers, my time away did nothing to help our performance... July has been anything but kind to us. The portfolio is down around 5 % for the year, which is clearly... Vis Oversæt
Rasmus Hansen
Weekly Update (27) Dear Copiers, This was a holiday-shortened week in the US, with markets closed today. The main event was Thursday's June jobs report, which came in soft. The economy added just 57,000 jobs against expectations closer to 115,000, and the prior two months were revised lower. Investors... Vis Oversæt
Rasmus Hansen
Portfolio Update & My thoughts on Alibaba Dear Copiers, Our portfolio has taken a hit this week, and that is in particular due to our relatively large position in $BABA (Alibaba-ADR) which I would like to comment on below. The recent weakness in has clearly been driven by a mix of geopolitics,... Vis Oversæt
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BABA
Alibaba-ADR
126.30
-0.5100 (-0.40%)
Rasmus Hansen
Weekly update (25) Dear Copiers, This week was all about the Fed. The committee held rates steady at 3.5 to 3.75 %, but the updated projections leaned hawkish, with several members now expecting at least one hike before year end. Equities sold off mid week, then recovered most of the move the day after.... Vis Oversæt
Rasmus Hansen
Weekly Update (24) Dear Copiers, Our portfolio is currently sitting just below flat for the year at -0.95 %. May inflation came in higher than expected at 4.2 % year over year, mostly on rising gasoline prices, which pushed rate-cut expectations further out. On the portfolio side, I used the pullback... Vis Oversæt
Rasmus Hansen
Weekly Update (23) Dear Copiers, Yesterday was brutal, and if you are joining us for the first time this week: welcome. You did not exactly pick a quiet moment..... Friday was the Nasdaq's worst session since April 2025. The index fell 4.2 %, the S&P 500 dropped 2.6%, and the VIX spiked 40... Vis Oversæt
Rasmus Hansen
𝗙𝘂𝗻𝗱𝘀 𝗔𝗱𝗱𝗲𝗱 As mentioned in my latest post last week, I’ve added funds to the portfolio today. No action is required from copiers. eToro will automatically rebalance your copy in the coming days. That said, I always recommend adding funds gradually over time rather than all at once. Timing... Vis Oversæt
Rasmus Hansen
Weekly Update (22) Dear Copiers, Markets ended the week at new all-time highs, with the S&P 500 now trading around 7,580. The rally continues to be driven mainly by AI enthusiasm and strong guidance from major technology companies. Our portfolio has also performed well this week and is now up... Vis Oversæt
Rasmus Hansen
𝗟𝗶𝗺𝗯𝗼 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗰𝗵𝗮𝗻𝗴𝗲 𝘁𝗵𝗲 𝘁𝗵𝗲𝘀𝗶𝘀 This weekend, Trump posted conflicting signals on the Middle East. One tweet pointing toward a deal, another pointing the other way. At this point, that's not surprising. We've been in this limbo for months, actually years under the... Vis Oversæt

Om Rasmus Hansen
Danmark
Strategi: Værdi

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