Bernardus Smith
Bernardus Smith @BernardusJS

Performance
Alle

1.32%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%
Bernardus Smith
๐—” ๐——๐—ถ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฑ ๐—œ๐˜€ ๐—ก๐—ผ๐˜ ๐—™๐—ฟ๐—ฒ๐—ฒ ๐— ๐—ผ๐—ป๐—ฒ๐˜† Imagine you own a share worth โ‚ฌ100. The company then pays you a โ‚ฌ5 dividend. Once the share trades without the right to receive that dividend, its price should theoretically fall to roughly โ‚ฌ95, assuming nothing else changes. You now have: * A share... Mehr anzeigen รœbersetzen
Yes, a major part
100.00%
Yes, a small part
100.00%
No
100.00%
Bernardus Smith
๐“๐ก๐ž ๐Œ๐ข๐ง๐-๐๐ž๐ง๐๐ข๐ง๐  ๐’๐œ๐š๐ฅ๐ž ๐จ๐Ÿ ๐š $๐Ÿ.๐Ÿ’ ๐“๐ซ๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐…๐จ๐ซ๐ญ๐ฎ๐ง๐ž Following SpaceX's blockbuster IPO, Elon Muskโ€™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... Mehr anzeigen รœbersetzen
Well deserved
100.00%
Inspired
100.00%
Too much power (Concerned)
100.00%
Disgust
100.00%
Bernardus Smith
๐๐ฏ๐ข๐๐ข๐š ๐ฏ๐ฌ. ๐†๐ž๐ซ๐ฆ๐š๐ง๐ฒ: ๐“๐ก๐ž ๐€๐›๐ฌ๐ฎ๐ซ๐ ๐Œ๐š๐ญ๐ก ๐จ๐Ÿ ๐ญ๐ก๐ž ๐€๐ˆ ๐๐จ๐จ๐ฆ $NVDA (NVIDIA Corporation) is now worth roughly $๐Ÿ“.๐Ÿ’ ๐ญ๐ซ๐ข๐ฅ๐ฅ๐ข๐จ๐ง. Germanyโ€™s annual GDP is around $๐Ÿ“ ๐ญ๐ซ๐ข๐ฅ๐ฅ๐ข๐จ๐ง. One company, built around chips and AI infrastructure, is being valued higher than... Mehr anzeigen รœbersetzen
Bernardus Smith
๐—ช๐—ต๐—ฎ๐˜ ๐—œ๐˜€ ๐—ฎ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ ๐—ฅ๐—ฒ๐—ฎ๐—น๐—น๐˜† ๐—ช๐—ผ๐—ฟ๐˜๐—ต? Letโ€™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... Mehr anzeigen รœbersetzen
No one cares about Market Cap
100.00%
Yes, reflects fundamentals
100.00%
Other - comment below
100.00%
Bernardus Smith
Tough time never last $AMZN (Amazon.com Inc) $MSFT (Microsoft) $BTC รœbersetzen
Keine Anlageberatung. Der Autor kann finanzielle Interessen an den genannten Instrumenten haben.
Bernardus Smith
๐—จ๐—ฆโ€“๐—œ๐—ฟ๐—ฎ๐—ป ๐—–๐—ผ๐—ป๐—ณ๐—น๐—ถ๐—ฐ๐˜: ๐—ช๐—ต๐˜† ๐——๐˜‚๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€ ๐—ณ๐—ผ๐—ฟ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ 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,... Mehr anzeigen รœbersetzen
< 1 month , minimal impact
100.00%
1-3m, volatility
100.00%
3-6m, market stress
100.00%
6m+, major downturn
100.00%
Bernardus Smith
๐—œ๐˜€ ๐—ถ๐˜ ๐˜€๐—บ๐—ฎ๐—ฟ๐˜ ๐˜๐—ผ ๐˜€๐—ต๐—ผ๐—ฟ๐˜ ๐˜€๐—ฒ๐—น๐—น? Iโ€™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... Mehr anzeigen รœbersetzen
Yes, regularly
100.00%
Only high conviction
100.00%
No, not worth it
100.00%
Bernardus Smith
$SPX500 / $SPY (State Street SPDR S&P 500 ETF) ๐…๐จ๐ซ ๐ญ๐ก๐จ๐ฌ๐ž ๐ฐ๐ก๐จ ๐ฅ๐ข๐ค๐ž ๐ญ๐จ ๐ญ๐ก๐ข๐ง๐ค ๐ข๐ง ๐ฉ๐ซ๐จ๐›๐š๐›๐ข๐ฅ๐ข๐ญ๐ข๐ž๐ฌ 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 -... Mehr anzeigen รœbersetzen
Strong +20% or more
100.00%
Moderate +5% to +20%
100.00%
Flat -5% to +5%
100.00%
Negative โˆ’10% or worse
100.00%
Bernardus Smith
๐”๐๐๐Ž๐๐”๐‹๐€๐‘ ๐Ž๐๐ˆ๐๐ˆ๐Ž๐: ๐ƒ๐€๐˜ ๐“๐‘๐€๐ƒ๐ˆ๐๐† ๐…๐„๐„๐‹๐’ ๐’๐Œ๐€๐‘๐“ ๐”๐๐“๐ˆ๐‹ ๐“๐‡๐„ ๐Œ๐€๐“๐‡ ๐’๐‡๐Ž๐–๐’ ๐”๐ Letโ€™s be honest for a moment. If you shorten the time horizon enough, market outcomes become dominated by randomness. That doesnโ€™t mean skill doesnโ€™t exist. It means skill only... Mehr anzeigen รœbersetzen
Day trading is mostly luck.
100.00%
Day trading is a real skill.
100.00%
Bernardus Smith
๐—ก๐—ผ๐˜ƒ๐—ผ ๐—ก๐—ผ๐—ฟ๐—ฑ๐—ถ๐˜€๐—ธ: ๐—ง๐—ต๐—ฒ ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ฅ๐—ฒ๐—ฎ๐˜€๐—ผ๐—ป ๐˜๐—ต๐—ฒ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ ๐—š๐—ผ๐˜ ๐—›๐—ฎ๐—บ๐—บ๐—ฒ๐—ฟ๐—ฒ๐—ฑ (๐—”๐—ป๐—ฑ ๐—ช๐—ต๐—ฎ๐˜ ๐—›๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ก๐—ฒ๐˜…๐˜) Most people think $NVO (Novo-Nordisk A/S SPONS ADR) crashed this year because Wegovy/Ozempic went generic. Thatโ€™s wrong. In the U.S., semaglutide is STILL patent-protected... Mehr anzeigen รœbersetzen
Back to $65 - $75
100.00%
Up to $55 - $65
100.00%
Stays at $45 - $55
100.00%
Not sure
100.00%

รœber Bernardus Smith
Luxembourg
Strategie: Wert

Successful long-term investor. High-quality companies with strong fundamentals.
Vollstรคndige Bio anzeigen รœbersetzen
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