Rendimiento
Todo

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%
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... Mostrar mรกs Traducir
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... Mostrar mรกs Traducir
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... Mostrar mรกs Traducir
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 Traducir
No es asesoramiento de inversiรณn. El autor puede tener intereses financieros en los instrumentos mencionados.
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,... Mostrar mรกs Traducir
< 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... Mostrar mรกs Traducir
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 -... Mostrar mรกs Traducir
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... Mostrar mรกs Traducir
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... Mostrar mรกs Traducir
Back to $65 - $75
100.00%
Up to $55 - $65
100.00%
Stays at $45 - $55
100.00%
Not sure
100.00%
Bernardus Smith
โš ๏ธ ๐—ง๐—ต๐—ฒ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—Ÿ๐—ผ๐—ผ๐—ธ๐˜€ ๐—ฆ๐˜๐—ฟ๐—ผ๐—ป๐—ด - ๐—•๐˜‚๐˜ ๐—ฆ๐—ผ๐—บ๐—ฒ๐˜๐—ต๐—ถ๐—ป๐—ดโ€™๐˜€ ๐—ข๐—ณ๐—ณ Stock prices are hitting new highs. AI headlines sound unstoppable. But when you follow the money, the story doesnโ€™t line up. 1๏ธโƒฃ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—”๐—ฟ๐—ฒ ๐—™๐—ฎ๐—ฟ ๐—”๐—ต๐—ฒ๐—ฎ๐—ฑ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—˜๐—ฐ๐—ผ๐—ป๐—ผ๐—บ๐˜† โ€ข The Buffett Indicator... Mostrar mรกs Traducir
Stocks crash hard
100.00%
Markets keep rising
100.00%
Everything holds steady
100.00%

Acerca de Bernardus Smith
Luxemburgo
Estrategia: Valor

Successful long-term investor. High-quality companies with strong fundamentals.
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