Justin Seda E Cauberghe
Justin Seda E Cauberghe @Fostijn

Performance
Tout

1.36%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 and Followers, I want to share 𝐡𝐞 𝐦𝐨𝐧𝐭𝐡𝐥𝐲 𝐜𝐡𝐚𝐫𝐭 𝐨𝐟 𝐒𝐏𝐋𝐕/𝐒𝐏𝐘. SPLV invests in 𝐭𝐡𝐞 𝟏𝟎𝟎 𝐥𝐞𝐚𝐬𝐭 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐞 𝐬𝐭𝐨𝐜𝐤𝐬 𝐰𝐢𝐭𝐡𝐢𝐧 𝐭𝐡𝐞 𝐒&𝐏 𝟓𝟎𝟎. It represents the low-volatility factor within US large caps. 𝐖𝐡𝐲 𝐚𝐧𝐚𝐥𝐲𝐳𝐞 𝐭𝐡𝐞 𝐒𝐏𝐋𝐕/𝐒𝐏𝐘... Afficher plus Traduction
Justin Seda E Cauberghe
Update on $PYPL (PayPal Holdings) Yesterday’s earnings confirmed our concerns. 𝗧𝗵𝗲 𝗱𝗼𝘄𝗻𝘄𝗮𝗿𝗱 𝗿𝗲𝘃𝗶𝘀𝗶𝗼𝗻 𝗶𝗻 𝗽𝗿𝗼𝗳𝗶𝘁 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟲 and the 𝗰𝗹𝗲𝗮𝗿 𝘀𝗹𝗼𝘄𝗱𝗼𝘄𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝘀𝘁𝗼𝗿𝘆, especially in branded payments, are putting serious... Afficher plus Traduction
Justin Seda E Cauberghe
Hello copiers and followers, Is it time to start watching the 𝐔𝐒𝐎𝐈𝐋 / 𝐆𝐎𝐋𝐃 𝐫𝐚𝐭𝐢𝐨 very closely, as it 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐢𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 for the broader markets? First, let’s look at commodities. 𝐆𝐨𝐥𝐝, 𝐬𝐢𝐥𝐯𝐞𝐫, 𝐩𝐥𝐚𝐭𝐢𝐧𝐮𝐦, 𝐩𝐚𝐥𝐥𝐚𝐝𝐢𝐮𝐦,... Afficher plus Traduction
Justin Seda E Cauberghe
𝐒𝐦𝐚𝐥𝐥 𝐜𝐚𝐩𝐬 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐭𝐨 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 𝐥𝐚𝐫𝐠𝐞 𝐜𝐚𝐩𝐬 𝐚𝐠𝐚𝐢𝐧 I present you the 𝐈𝐖𝐌/𝐒𝐏𝐘 𝐫𝐞𝐥𝐚𝐭𝐢𝐯𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐜𝐡𝐚𝐫𝐭, signals support a regime shift toward small cap outperformance. 𝟏. 𝐓𝐫𝐞𝐧𝐝 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞: 𝐄𝐚𝐫𝐥𝐲 𝐑𝐞𝐥𝐚𝐭𝐢𝐯𝐞... Afficher plus Traduction
Justin Seda E Cauberghe
𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗪𝗲𝘀𝘁 𝘀𝗮𝗶𝗱 𝗰𝗼𝗮𝗹 𝘄𝗮𝘀 “𝗯𝗮𝗱” 𝗮𝗻𝗱 𝘄𝗲 𝘀𝗵𝗼𝘂𝗹𝗱 𝘀𝘁𝗼𝗽 𝘂𝘀𝗶𝗻𝗴 𝗶𝘁? Reality check: in 2025, 𝗴𝗹𝗼𝗯𝗮𝗹 𝗰𝗼𝗮𝗹 𝗰𝗼𝗻𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻 𝗵𝗶𝘁 𝗮𝗻 𝗮𝗹𝗹-𝘁𝗶𝗺𝗲 𝗿𝗲𝗰𝗼𝗿𝗱 𝗼𝗳 ~𝟴.𝟴𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝘁𝗼𝗻𝗻𝗲𝘀. 𝗖𝗵𝗶𝗻𝗮 𝗮𝗻𝗱 𝗜𝗻𝗱𝗶𝗮... Afficher plus Traduction
Justin Seda E Cauberghe
𝟐𝟎𝟐𝟓 𝐢𝐬 𝐧𝐨𝐰 𝐛𝐞𝐡𝐢𝐧𝐝 𝐮𝐬, and this is always a 𝐠𝐨𝐨𝐝 𝐦𝐨𝐦𝐞𝐧𝐭 𝐭𝐨 𝐥𝐨𝐨𝐤 𝐛𝐚𝐜𝐤 and evaluate 𝐰𝐡𝐚𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐝 𝐰𝐞𝐥𝐥 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐝𝐢𝐝 𝐧𝐨𝐭. For me, 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐰𝐚𝐬 𝐭𝐡𝐞 𝐄𝐔𝐑/𝐔𝐒𝐃 𝐦𝐨𝐯𝐞. The 𝐞𝐮𝐫𝐨... Afficher plus Traduction
Justin Seda E Cauberghe
To all my copiers and followers, I wish you a merry Christmas and happy new year Traduction
Justin Seda E Cauberghe
𝗖𝗼𝗽𝗽𝗲𝗿 𝘃𝘀 𝗦𝗣𝗬 — 𝗯𝗼𝘁𝘁𝗼𝗺𝗶𝗻𝗴? The Copper / SPY ratio has been in a clear downtrend, but recent price action 𝗿𝗲𝗰𝗲𝗻𝘁 𝗽𝗿𝗶𝗰𝗲 𝗮𝗰𝘁𝗶𝗼𝗻 𝘀𝗵𝗼𝘄𝘀 𝗹𝗼𝘀𝘀 𝗼𝗳 𝗱𝗼𝘄𝗻𝘀𝗶𝗱𝗲 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗮𝗻𝗱 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗮𝘁 𝗮 𝗸𝗲𝘆 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗹𝗲𝘃𝗲𝗹. This... Afficher plus Traduction
Justin Seda E Cauberghe
Hi copiers, While reviewing the 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗖𝗼𝗿𝗲 𝗡𝗮𝘁𝘂𝗿𝗮𝗹 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗰𝗮𝗹𝗹, I wanted to 𝘀𝗵𝗮𝗿𝗲 𝗮𝗻 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗤&𝗔 that stood out to me. Management highlighted that U.S. coal-fired power plants are already running at ~50% capacity, and... Afficher plus Traduction
Justin Seda E Cauberghe
𝗨.𝗦. 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝗶𝘁𝘆 𝗗𝗲𝗺𝗮𝗻𝗱 𝗜𝘀 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗙𝗶𝗿𝘀𝘁 𝗧𝗶𝗺𝗲 𝗶𝗻 𝟮𝟬+ 𝗬𝗲𝗮𝗿𝘀 For nearly two decades, 𝗨.𝗦. 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝗶𝘁𝘆 𝗱𝗲𝗺𝗮𝗻𝗱 𝘄𝗮𝘀 𝗳𝗹𝗮𝘁. Efficiency gains, offshoring, and a shift to services kept load growth near zero. 𝗧𝗵𝗮𝘁... Afficher plus Traduction

À propos de Justin Seda E Cauberghe
Thaïlande
Stratégie: Multi-stratégies

Dynamic investment strategy that combines momentum and value investing.
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