Justin Seda E Cauberghe
Justin Seda E Cauberghe @Fostijn

Tuottavuus
Kaikki

-1.40%2026
2026
53.29%2025
2025
32.40%2024
2024
32.13%2023
2023
-12.58%2022
2022
11.34%2021
2021
53.3%0%-53.3%
Justin Seda E Cauberghe
Dear Copiers, Last week was a difficult one for our portfolio, 𝗳𝗶𝗻𝗶𝘀𝗵𝗶𝗻𝗴 -𝟵.𝟮𝟯%. Our largest position, 𝗡𝗲𝗯𝗶𝘂𝘀, declined sharply, although it has already recovered part of those losses. At one point, 𝘄𝗲 𝘄𝗲𝗿𝗲 𝘂𝗽 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝟭𝟬𝟬% on our Nebius position. Looking back,... Näytä enemmän Käännä
Justin Seda E Cauberghe
I was going through some charts today and noticed that 𝘁𝗵𝗲 𝗶𝗦𝗵𝗮𝗿𝗲𝘀 𝗦𝗧𝗢𝗫𝗫 𝗘𝘂𝗿𝗼𝗽𝗲 𝟲𝟬𝟬 𝗔𝘂𝘁𝗼𝗺𝗼𝗯𝗶𝗹𝗲𝘀 & 𝗣𝗮𝗿𝘁𝘀 𝗘𝗧𝗙 𝗶𝘀 𝗱𝗼𝘄𝗻 𝗿𝗼𝘂𝗴𝗵𝗹𝘆 𝟭𝟰% 𝗬𝗧𝗗. While China and EV competition are often blamed, Europe also suffers from a weak investment climate. $SX5EEX.DE... Näytä enemmän Käännä
Justin Seda E Cauberghe
Dear copiers, Today I was looking at 𝐭𝐡𝐞 𝐜𝐡𝐚𝐫𝐭 𝐨𝐟 𝐚 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐜𝐚𝐥𝐥𝐞𝐝 𝐁𝐀𝐑𝐂𝐎. Barco is a Belgian company. Belgium is my country of birth. 𝐁𝐚𝐫𝐜𝐨 𝐢𝐬 𝐝𝐨𝐰𝐧 𝐫𝐨𝐮𝐠𝐡𝐥𝐲 𝟕𝟓% 𝐟𝐫𝐨𝐦 𝐢𝐭𝐬 𝐩𝐞𝐚𝐤. The company 𝐫𝐞𝐦𝐚𝐢𝐧𝐬 𝐩𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐥𝐞, 𝐜𝐚𝐬𝐡-𝐫𝐢𝐜𝐡,... Näytä enemmän Käännä
Justin Seda E Cauberghe
Dear Copiers, 𝙌𝙪𝙞𝙘𝙠 𝙥𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙪𝙥𝙙𝙖𝙩𝙚 — 𝙂𝘿𝙓 GDX is currently 𝙤𝙪𝙧 𝙨𝙢𝙖𝙡𝙡𝙚𝙨𝙩 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣 (~1.1% of invested capital) and is showing a loss of approximately -19%. Last week, GDX printed 𝙖 𝙬𝙚𝙚𝙠𝙡𝙮 𝙡𝙤𝙣𝙜-𝙡𝙚𝙜𝙜𝙚𝙙 𝙙𝙤𝙟𝙞 𝙘𝙖𝙣𝙙𝙡𝙚 — a classic 𝙨𝙞𝙜𝙣... Näytä enemmän Käännä
Justin Seda E Cauberghe
Dear Copiers and Followers, As you can see in my portfolio I am long $RSP (Invesco S&P 500 Equal Weight ETF ). The equal-weight S&P 500 continues to look constructive on the weekly chart, 𝗵𝗼𝗹𝗱𝗶𝗻𝗴 𝗮𝗯𝗼𝘃𝗲 𝗯𝗼𝘁𝗵 𝘁𝗵𝗲 𝟮𝟭-𝘄𝗲𝗲𝗸 𝗮𝗻𝗱 𝟲𝟯-𝘄𝗲𝗲𝗸 𝗺𝗼𝘃𝗶𝗻𝗴 𝗮𝘃𝗲𝗿𝗮𝗴𝗲𝘀... Näytä enemmän Käännä
Justin Seda E Cauberghe
I currently hold a 𝐬𝐦𝐚𝐥𝐥 𝐥𝐨𝐧𝐠 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐢𝐧 $MSFT (Microsoft). What caught my attention is not the short-term noise, but 𝐭𝐡𝐞 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞. Microsoft successfully 𝐭𝐞𝐬𝐭𝐞𝐝 𝐢𝐭𝐬 𝐫𝐢𝐬𝐢𝐧𝐠 𝟔𝟑-𝐦𝐨𝐧𝐭𝐡 𝐦𝐨𝐯𝐢𝐧𝐠 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐚𝐧𝐝 𝐧𝐞𝐯𝐞𝐫... Näytä enemmän Käännä
Justin Seda E Cauberghe
A few weeks ago I decided to close 𝐦𝐲 𝐏𝐀𝐋𝐋 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧. One of the reasons was the 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐇𝐞𝐚𝐝 & 𝐒𝐡𝐨𝐮𝐥𝐝𝐞𝐫𝐬 𝐩𝐚𝐭𝐭𝐞𝐫𝐧 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐢𝐧𝐠 𝐨𝐧 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤𝐥𝐲 𝐜𝐡𝐚𝐫𝐭.. 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥𝐬 started to 𝐝𝐢𝐯𝐞𝐫𝐠𝐞 from the bullish long-term narrative. The... Näytä enemmän Käännä
Justin Seda E Cauberghe
Dear Copiers and Followers, Last week Rocket Lab released their earnings. When analysing a company like Rocket Lab, you have to approach the company differently than a traditional mature business. Because 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝗰𝗹𝗮𝘀𝘀𝗶𝗰 𝗣/𝗘 𝗼𝗿 𝗱𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝘀𝘁𝗼𝗿𝘆. We need to 𝗹𝗼𝗼𝗸... Näytä enemmän Käännä
Justin Seda E Cauberghe
📊 𝗪𝗲𝗲𝗸𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 A week with clear winners and a few underperformers. Here's an honest breakdown 👇 🟢 𝗪𝗶𝗻𝗻𝗲𝗿𝘀 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸: 🥇 Gorilla Tech (GRRR) — +17.9% 🔥 🥈 Oscar Health (OSCR) — +10.0% 💪 🥉 Cheniere Energy (LNG) — +5.0% ⭐ Nebius (NBIS) — +5.0%... Näytä enemmän Käännä
Justin Seda E Cauberghe
🛢️ 𝐔𝐒𝐎𝐈𝐋 – 𝐇𝐞𝐚𝐝 & 𝐒𝐡𝐨𝐮𝐥𝐝𝐞𝐫𝐬 𝐅𝐨𝐫𝐦𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐚𝐤𝐢𝐧𝐠? (Daily Chart) I'm 𝐜𝐮𝐫𝐫𝐞𝐧𝐭𝐥𝐲 𝐭𝐫𝐚𝐜𝐤𝐢𝐧𝐠 𝐚 𝐜𝐥𝐚𝐬𝐬𝐢𝐜 𝐇𝐞𝐚𝐝 & 𝐒𝐡𝐨𝐮𝐥𝐝𝐞𝐫𝐬 𝐩𝐚𝐭𝐭𝐞𝐫𝐧 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐢𝐧𝐠 𝐨𝐧 𝐔𝐒𝐎𝐈𝐋 on the daily timeframe. 📌 What I see: • Left... Näytä enemmän Käännä

Tietoa Justin Seda E Cauberghe
Thaimaa
Strategia: Monistrategia

Dynamic investment strategy that combines momentum and value investing.
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