Performance
All

18.42%2026
2026
12.17%2025
2025
-9.16%2024
2024
18.4%0%-18.4%
evognsenjensen
@defense_investor Good summary. One angle I initially overlooked is the broader geopolitical re-ordering now playing out outside the US–China axis. In the coming days, EU and India meet in Delhi, with real momentum toward what could become their first-ever free trade agreement — and the largest of its... Show More
evognsenjensen
When markets move before the narrative settles! We cannot opt out of the world. If anything, this applies even more to investors. While public debate oscillates between moral outrage and hopes of normalization, capital is already adjusting to a new reality. Not because investors necessarily understand... Show More
evognsenjensen
Our portfolio is now built around four structural pillars and a small set of active engines. The exact composition differs slightly between individual portfolios, but the underlying structure is shared. 1) @Momentum-Edge as the adaptive core that follows market behaviour rather than opinions; 2) @EuropeDefense... Show More
evognsenjensen
Turbulence in the world – and why I’m glad to have MomentumEdge There is a lot of turbulence in the world right now. Geopolitics increasingly dominate economics, cooperation is replaced by power politics, and markets react with the familiar mix of uncertainty and hesitation. I don’t like that. Turbulence... Show More
evognsenjensen
Portfolio update – structure in place This account is now fully allocated. From here, changes will be driven by regime shifts and structural considerations — not incremental funding. This account represents the primary portfolio within a coordinated family office-style setup, where strategy, allocation... Show More
evognsenjensen
@denmark442 Flot start på 2026. Godt hjulpet af Novo. Men flot Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
evognsenjensen
@mskibinvest Hvor var algoritmen, for pokker? Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
evognsenjensen
@kasperpatrick1 Du er meget dedikeret §TSLA, og har stor indsigt i deres portefølje. Du har dog ikke skrevet om dette: www.ft.com/content/ce288133-9dd0-4ae4-8766-c5335700d89c hvor der står at tesla står over for en kæmpe udgift, 100 mia. dollars, hvilket er 7-8% af deres markedsværdi. Delawares ret... Show More Translate
undefined logo
TSLA
Tesla Motors, Inc.
409.36
2.93 (0.72%)
evognsenjensen
@mskibinvest Det går da OK. Glæder mig til at se den added-value, som algoritmerne skal give i fht. de rå aktiver $BTC og $TSLA (Tesla Motors, Inc.) Men du skal læse denne: www.berlingske.dk/virksomheder/tesla-kaemper-for-at-undgaa-kaempe-smaek-hvis-elon-musks-loenpakke. Eller denne, langt mere fyldestgørende,... Show More Translate
evognsenjensen
@misterg23 $SOL is your biggest asset with more than 30% of your balance. Why do you think $SOL is so much down, and what will bring it up again?
Not investment advice. The author may have financial interests in the mentioned instruments.
undefined logo
SOL
Solana
75.0700
4.9900 (7.12%)

About evognsenjensen
Denmark
Strategy: Multi-Strategy

Long-term investor focused on disciplined capital allocation and structural global themes
Show Full Bio
0 Copiers
14 Followers