Ionel Van den Berg
Ionel Van den Berg @Lazacoin

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4.97%2026
2026
30.96%2025
2025
50.46%2024
2024
-12.36%2023
2023
-4.83%2022
2022
50.5%0%-50.5%
Συζητήσεις
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
14 ώ
The COUNTERINTUITIVE POWER of BONDS/CASH During a Crash Most investors see cash as a drag on returns. And during a strong bull market, they're probably right. But there's another way to look at it. Imagine you have a portfolio worth $100,000: $85,000 in equities $15,000 in bonds/cash Your... Εμφάνιση περισσότερων Μετάφραση
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
3 ημ.
Επεξεργάστηκε
$RKLB (Rocket Lab Corp) | Down ~10% after earnings. Has the thesis changed? The initial reaction was brutal. But the picture is more nuanced. Q2 delivered another record quarter: Revenue: $234M, +62% YoY Backlog: $2.36B, +137% YoY Q3 revenue guidance: $250–265M Q2 adjusted EBITDA loss: $8.8M, better... Εμφάνιση περισσότερων Μετάφραση
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
4 ημ.
Επεξεργάστηκε
Did China Save the Markets? 🇨🇳 When the conflict with Iran escalated, the obvious market narrative seemed straightforward: Iran - Strait of Hormuz - oil supply shock - higher inflation - weaker growth - lower equity markets. And there were plenty of reasons to expect a much deeper correction. The... Εμφάνιση περισσότερων Μετάφραση
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
6 ημ.
Understanding My Risk Score Since restructuring my portfolio, my eToro Risk Score has temporarily increased from 5 to 6. I've received a few questions about that, so I thought it would be useful to explain how I look at risk. 📊 What is the eToro Risk Score? The Risk Score is eToro's way... Εμφάνιση περισσότερων Μετάφραση
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
8 ημ.
Επεξεργάστηκε
THE INVESTMENT BLUEPRINT | How I Manage This Portfolio Every portfolio tells a story. Mine is built around one simple idea: Own businesses that benefit from long term structural trends, and use market volatility to buy more of them. This isn't a trading portfolio. It's how I invest my own... Εμφάνιση περισσότερων Μετάφραση
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
23 ημ.
Επεξεργάστηκε
Tijd voor een update. De afgelopen periode is de portefeuille grondig geherstructureerd en geoptimaliseerd volgens een vooropgezet plan. Het doel van deze operatie was helder: de opstelling volledig stroomlijnen en klaarmaken voor de komende 5+ jaar. De herstructurering is nu volledig afgerond. Posities... Εμφάνιση περισσότερων Μετάφραση
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
1 μήνας
Επεξεργάστηκε
​A powerful start to the new month as our strategy delivers a +4.71% return this past week (including June). This outpaces the S&P 500 by more than 2,5x and beats the Nasdaq 100 by over 4x. For our ongoing portfolio restructuring and the strategic switch we are making toward our Pillars, this performance... Εμφάνιση περισσότερων Μετάφραση
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
2μήν.
Weekly update. Hello copiers and followers, With the trading week behind us, it is time to map out the script for the days ahead. I am currently rotating capital and waiting patiently as the $NSDQ100 cools down. While this cooling is a welcome sight for our rotation strategy, the month of June has... Εμφάνιση περισσότερων Μετάφραση
Sitting tight
100.00%
Actively buying the tech dip
100.00%
Defence/ Value
100.00%
Profit taking before July data
100.00%
25 Ψήφοι
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
2μήν.
Portfolio Restructuring: The Final Pieces & The Alpha Shift I outlined the strategy on Monday, but for those who missed it: I am fundamentally reshaping the portfolio for the next 3 to 5 years. The goal is straightforward, maximizing alpha and building a highly concentrated, future proof structure. We... Εμφάνιση περισσότερων Μετάφραση
Leaving Mega Cap Tech
100.00%
Exiting Healthcare
100.00%
Dropping Alibaba
100.00%
None, pure Alpha makes sense
100.00%
25 Ψήφοι
Ionel Van den Berg
Ionel Van den Berg
Ολλανδία
2μήν.
We're bringing two brand new names into the portfolio: $SYM (Symbotic Inc) and $ENR.DE (Siemens Energy AG) . Both tackle critical bottlenecks we haven't exposed ourselves to yet. ​Symbotic This is our play on the complete automation of logistics. Supply chain efficiency is no longer optional... Εμφάνιση περισσότερων Μετάφραση

Σχετικά με Ionel Van den Berg
Ολλανδία
Στρατηγική: Πολυ-στρατηγική

Modified Barbell | AI • Chips • Space • Defense | 5+Y | Long Only ⭐
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