Rendimento
Tutti

15.37%2026
2026
19.71%2025
2025
36.75%2024
2024
28.89%2023
2023
-23.91%2022
2022
36.8%0%-36.8%
Peer Tesdorpf
๐—๐˜‚๐—น๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐Ÿ“Š July was another challenging month for our portfolio, driven by a sharp rotation away from AI-related and high-growth technology stocks. After a strong AI rally over the past years, investors became more cautious, taking profits and reassessing valuations across the... Mostra di piรน Traduci
Peer Tesdorpf
๐—๐˜‚๐—ป๐—ฒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐Ÿ“Š June was a challenging month for our portfolio, ending slightly negative. The broader macro environment remained difficult, putting pressure on many growth and technology stocks. 1๏ธโƒฃ ๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ ๐—ต๐—ฒ๐—ฎ๐—ฑ๐˜„๐—ถ๐—ป๐—ฑ๐˜€ ๐ŸŒ Market sentiment stayed cautious, and several of... Mostra di piรน Traduci
Peer Tesdorpf
๐—ง๐—ฒ๐˜€๐—น๐—ฎ (๐—ง๐—ฆ๐—Ÿ๐—”) โ€” ๐—ช๐—ต๐˜† ๐˜„๐—ฒ ๐—ผ๐˜„๐—ป ๐—ถ๐˜ ๐Ÿš€ Tesla is not just an automotive company. We see it as a technology + manufacturing + AI platform with multiple long-term growth drivers. 1๏ธโƒฃ ๐—˜๐—ฉ ๐—น๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ ๐Ÿš—โšก EV adoption is still in an early phase globally. Tesla benefits from scale, brand... Mostra di piรน Traduci
Peer Tesdorpf
๐— ๐—ฎ๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐Ÿ“ˆโšก May was marked by a very strong rally, driven by improving risk sentiment, momentum in growth stocks, and continued easing of geopolitical fears. Markets moved aggressively higher and many indices reached new short-term highs. Today we saw a sharp pullback,... Mostra di piรน Traduci
Peer Tesdorpf
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—–๐—ฒ๐—ฎ๐˜€๐—ฒ๐—ณ๐—ถ๐—ฟ๐—ฒ ๐—ฅ๐—ฒ๐—น๐—ถ๐—ฒ๐—ณ ๐Ÿ“ˆ๐Ÿ•Š๏ธ Markets reacted strongly after the announcement of a two-week ceasefire between the U.S. and Iran. Risk sentiment improved quickly, and global equities moved higher, supported by easing geopolitical tension and a pullback in oil prices. 1๏ธโƒฃ... Mostra di piรน Traduci
Peer Tesdorpf
๐— ๐—ฎ๐—ฟ๐—ฐ๐—ต ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐Ÿ“ˆ March was a challenging month for markets. Geopolitical tensions following the U.S. attack on Iran created significant uncertainty, and rising oil prices added extra pressure. Short-term volatility was high, and many sectors experienced sharp swings. Despite... Mostra di piรน Traduci
Peer Tesdorpf
@KarlRanseyer Hallo Andreas, danke fรผr dein Vertrauen in meine Investment-Strategie. Freundliche GrรผรŸe, Peer Traduci
Non รจ una consulenza in materia di investimenti. Lโ€™autore potrebbe avere interessi finanziari negli strumenti menzionati.
Peer Tesdorpf
@Save4Retirement Thank you very much for your trust during these volatile and hectic times. Best wishes, Peer Traduci
Non รจ una consulenza in materia di investimenti. Lโ€™autore potrebbe avere interessi finanziari negli strumenti menzionati.
Peer Tesdorpf
๐—•๐—ฎ๐—ถ๐—ฑ๐˜‚ (๐—•๐—œ๐——๐—จ) โ€” ๐—ช๐—ต๐˜† ๐˜„๐—ฒ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜ ๐—ฎ๐—ป๐—ฑ ๐˜„๐—ต๐˜† ๐˜„๐—ฒ ๐˜€๐—ฒ๐—ฒ ๐—น๐—ผ๐—ป๐—ด-๐˜๐—ฒ๐—ฟ๐—บ ๐—ฝ๐—ผ๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ฎ๐—น ๐Ÿค–๐Ÿ“ˆ Baidu is often called โ€œthe Google of Chinaโ€, but we see it as much more than that. Baidu is a core AI and technology platform with exposure to several strategic growth areas in China. 1๏ธโƒฃ... Mostra di piรน Traduci
Peer Tesdorpf
$INTC (Intel) $TSLA (Tesla Motors, Inc.) time to buy $NSDQ100 $SPX500 $BTC Traduci
Non รจ una consulenza in materia di investimenti. Lโ€™autore potrebbe avere interessi finanziari negli strumenti menzionati.

Informazioni Peer Tesdorpf
Germania
Strategia: Valore

Hybrid long-term and short-term value investing approach focused on undervalued companies
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