Attila Gelfert
Attila Gelfert @Hartmutson

Performance
All

0.86%2026
2026
11.44%2025
2025
28.06%2024
2024
60.20%2023
2023
-45.53%2022
2022
3.82%2021
2021
60.2%0%-60.2%
Discussions
Attila Gelfert
Attila Gelfert
Germany
20d
Nยฐ63 - Copiers 9 Dear Co-Investors, Higher interest rates mean borrowing becomes more expensive. In the short term, this can weigh on share pricesโ€”especially for companies with high debt or big growth promises far in the future. Over the long term, it is a useful reality check: strong, profitable... Show More
Attila Gelfert
Attila Gelfert
Germany
2mo
Nยฐ62 - Copiers 9 - Followers 360 Dear Co-Investors, Over the past year, global equity markets have delivered strong returns and now trade at valuation levels that are elevated by historical standards across many major regions. Institutional surveys show that most professional investors expect a correction... Show More
Attila Gelfert
Attila Gelfert
Germany
3mo
Nยฐ61 - Copiers 9 - Followers 358 We have all the time in the world. Dear Co-Investors, Markets remain volatile, and valuations across large parts of the capital markets still look elevated. At the same time, AI enthusiasm is clearly doing a lot of heavy lifting for equities right now. Picking the... Show More
Attila Gelfert
Attila Gelfert
Germany
4mo
Edited
Nยฐ60 - Copiers 9 - Followers 357 Dear Co-Investors, Over the past 30 days, we have continued to execute on the strategy outlined in previous updates, with a steady focus on balance, discipline, and long-term positioning. The portfolio structure has remained broadly consistent, with ETFs now representing... Show More
Attila Gelfert
Attila Gelfert
Germany
4mo
Edited
Nยฐ59 - Copiers 9 - Followers 362 Dear Co-Investors, Over the past weeks, we have continued to rebalance the portfolio in a disciplined way, with a clear focus on building a stronger and more resilient foundation. As mentioned in my post Nยฐ57, we have kept moving further into "classic" ETFs,... Show More
Attila Gelfert
Attila Gelfert
Germany
5mo
Nยฐ58 - Copiers 10 - Followers 361 Dear Co-Investors, We are modestly behind the S&P 500 Total Return year to date, but the important point is that our portfolio is built to own real businesses, not just chase the mood of the day. In a market that has recently rewarded momentum and punished anything... Show More
Attila Gelfert
Attila Gelfert
Germany
6mo
Nยฐ57 - Copiers 10 - Followers 359 Dear Co-Investors, Over the past weeks, we have continued to refine and redesign the portfolio with a clear priority: building resilience in an increasingly unpredictable environment. One of the key adjustments has been a higher allocation to broadly diversified ETFs.... Show More
Attila Gelfert
Attila Gelfert
Germany
7mo
Nยฐ56 - Copiers 10 - Followers 357 Dear Coโ€‘Investors, The recent volatility in global capital markets is increasingly driven less by macroeconomic noise and more by geopolitical reality. We are in a period where several regional tension pointsโ€”trade disputes, shifting alliances, sanctions regimes, and... Show More
Attila Gelfert
Attila Gelfert
Germany
8mo
Nยฐ55 - Copiers 10 - Followers 356 Portfolio Update โ€“ Broadening Our Market Exposure Dear Coโ€‘Investors, I would like to share a brief update on recent adjustments to our portfolio. During this week, I sold our positions in $AMZN (Amazon.com Inc) and $MSFT (Microsoft) โ€” two exceptional companies... Show More
Attila Gelfert
Attila Gelfert
Germany
9mo
Edited
Nยฐ54 - Copiers 11 - Followers 347 Dear Co-Investors, Markets buzz with headlinesโ€”tariff reversals, policy noise, fleeting ralliesโ€”but these are mostly static, not signal. We prioritize information: fundamentals like cash flows, moats, and management that drive enduring value. Our portfolio of exceptional... Show More

About Attila Gelfert
Germany
Strategy: Value

Lagom-style investor Family/founder-owned equities Core-Satellite-Portfolio 5y+ holding
Show Full Bio
9 Copiers
172 Followers

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