Yusuf Burak Cavusoglu
Yusuf Burak Cavusoglu@burak0085

Performance
All

17.61%2025
2025
1.19%2024
2024
31.82%2023
2023
33.55%2022
2022
151.25%2021
2021
-26.72%2020
2020
-10.37%2019
2019
151.3%0%-151.3%
Top
Yusuf Burak Cavusoglu
Our portfolio remains well-positioned, and while we havenโ€™t made any new entries this month, that doesnโ€™t mean weโ€™re standing still. Quite the opposite โ€” weโ€™re actively watching the broader macro landscape unfold, with growing signals that point toward pivotal shifts in the coming months. The marketโ€™s... Show More
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Yusuf Burak Cavusoglu
Edited
Weโ€™re up 11% year-to-date, with the last two months driving the majority of that growth. The markets have been gradually stabilizing and adapting to the ongoing shifts in geopolitical dynamics including trade agreements, shifting alliances, tariffs, and regional conflicts. Overall, we remain confident... Show More
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Yusuf Burak Cavusoglu
Edited
Is trump a genius? Or a goose? Our portfolio remains centered around gold-focused companies. This reflects the growing uncertainty around whether the US will continue to lead as a technological and financial powerhouse. Weโ€™re seeing major geopolitical shifts, and more and more countries are expressing... Show More
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Yusuf Burak Cavusoglu
Edited
We talked about โ€œThe Gold Squeezeโ€ 2 weeks ago โ€” itโ€™s taken effect. Weโ€™re still monitoring the commodity, but we expect to offload more of our holdings when gold hits highs around 3.3 to 3.4. Thatโ€™s where we anticipate a shift toward greater geopolitical stability. (Note: This is not the portfolio update... Show More
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Yusuf Burak Cavusoglu
Edited
We are going to make a more detailed post regarding the current market vs our portofolio. We're going to talk about what and how we peoject and interpet the situation for some of our holdings. As some may be worried, who wouldn't right? Since trumps inaguration, the markets been plummeting, not... Show More
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Yusuf Burak Cavusoglu
Trumps tariff plan looks atrocious, how much will the market bleed when it opens? 10%-20%? $NSDQ100 (NASDAQ100 Index (Non Expiry)) $SPX500 (SPX500 Index (Non Expiry))
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Yusuf Burak Cavusoglu
Gold???!!! Not long ago, before the Russo-Ukraine war, gold was often dismissed as a useless commercial metalโ€”except for its industrial applications. Many even called it overpriced garbage. Today, however, gold is reaching monumental highs. We previously discussed the idea of gradually selling some... Show More
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Yusuf Burak Cavusoglu
January and February have been strong months for us, with solid gains across several stocks, particularly $GFI (Gold Fields Ltd-ADR) and $1810.HK (Xiaomi Corp) . Gold Fields Limited (GFI) GFI recently reported impressive quarterly earnings, driven by strategic investments and a more diversified gold... Show More
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Yusuf Burak Cavusoglu
Is Nvdia doomed? We're buying more into the Nvidia dips, as, once again, there is zero merit to this drop. Even if a new Chinese AI startup is able to replicate and/or build an AI model better than the U.S.'s, it still doesn't change the fact that any AI model needs stronger and better equipment... Show More
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2 of 19
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Yusuf Burak Cavusoglu
Edited
After the atrocious wildfires in California, we have decided to allocate additional funds, as there will now be a focus on rebuilding the state. This means a significant amount of raw materials will be required. We aim to capitalize on the extensive work that will be necessary. After conducting a comprehensive... Show More
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About burak0085
Denmark
Strategy: Macro

Always aiming to stay in profit, even in bad market conditions Join&follow our adventure
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