Reinhardt Gert Coetzee
Reinhardt Gert Coetzee @reinhardtcoetzee

Performance
All

5.35%2026
2026
8.41%2025
2025
26.44%2024
2024
46.14%2023
2023
-42.11%2022
2022
3.18%2021
2021
84.12%2020
2020
34.98%2019
2019
-0.86%2018
2018
43.44%2017
2017
14.52%2016
2016
84.1%0%-84.1%
Reinhardt Gert Coetzee
๐—ง๐—ต๐—ฒ ๐—”๐—œ ๐—ฆ๐—ฝ๐—ฒ๐—ป๐—ฑ ๐—œ๐˜€ ๐—ฅ๐—ฒ๐—ฎ๐—น โ€” ๐—”๐—ป๐—ฑ ๐— ๐˜† ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—œ๐˜€ ๐—ข๐—ป ๐—•๐—ผ๐˜๐—ต ๐—ฆ๐—ถ๐—ฑ๐—ฒ๐˜€ ๐—ข๐—ณ ๐—œ๐˜ โ€“ ๐Ÿฎ๐Ÿฒ ๐— ๐—ฎ๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Hi everyone, The big question hanging over the AI trade for the past two years has been whether the massive capital spending wave would ever show up in real revenue.... Show More
Reinhardt Gert Coetzee
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—ฎ๐˜ ๐—ฎ๐—น๐—น-๐˜๐—ถ๐—บ๐—ฒ ๐—ต๐—ถ๐—ด๐—ต๐˜€ ๐˜„๐—ต๐—ถ๐—น๐—ฒ ๐˜๐—ต๐—ฒ ๐— ๐—ถ๐—ฑ๐—ฑ๐—น๐—ฒ ๐—˜๐—ฎ๐˜€๐˜ ๐—ถ๐˜€ ๐˜€๐˜๐—ถ๐—น๐—น ๐—ฎ๐˜ ๐˜„๐—ฎ๐—ฟ โ€“ ๐Ÿฎ๐Ÿฏ ๐—”๐—ฝ๐—ฟ๐—ถ๐—น ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Hi everyone It's hard not to notice the contrast right now. The US-Israel conflict with Iran is ongoing, oil is still hovering around $100 a barrel, and... Show More
Reinhardt Gert Coetzee
๐—ง๐—ต๐—ฒ ๐˜„๐—ผ๐—ฟ๐—น๐—ฑ ๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐—บ๐—ฒ๐—ป๐˜, ๐—ต๐—ฎ๐—ฟ๐—ฑ ๐˜๐—ผ ๐—ถ๐—ด๐—ป๐—ผ๐—ฟ๐—ฒ ๐˜„๐—ต๐—ฎ๐˜'๐˜€ ๐—ด๐—ผ๐—ถ๐—ป๐—ด ๐—ผ๐—ป - ๐Ÿฎ๐Ÿฐ ๐— ๐—ฎ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ The US-Israel conflict with Iran has sent oil prices surging with some analysts floating the possibility of $150 or even higher if the Strait of Hormuz stays disrupted for an... Show More
Reinhardt Gert Coetzee
๐—ก๐˜ƒ๐—ถ๐—ฑ๐—ถ๐—ฎ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€, ๐—”๐—œ & ๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ ๐—ฆ๐—ต๐—ถ๐—ณ๐˜๐˜€: ๐Ÿฎ๐Ÿฑ ๐—™๐—ฒ๐—ฏ๐—ฟ๐˜‚๐—ฎ๐—ฟ๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Hey everyone. Been spending some time thinking about where the markets are right now, especially with the mix of macro tailwinds and headwinds brewing on the horizon. All eyes are firmly fixed on $NVDA... Show More
undefined logo
NVDA
NVIDIA Corporation
209.70
4.51 (2.20%)
Reinhardt Gert Coetzee
๐™’๐™๐™–๐™ฉ๐™จ' ๐™๐™–๐™ง๐™™๐™š๐™ง - ๐Ÿฎ๐Ÿฎ ๐™…๐™–๐™ฃ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ So what's harder, and try to be honest with yourself. Starting a new investment or Holding it when itโ€™s down 20โ€“30% and every headline tells you youโ€™re wrong? Most investors spend all their time on the first part. Very little time on the second. And... Show More
Reinhardt Gert Coetzee
๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€“ ๐™– ๐™ฆ๐™ช๐™ž๐™˜๐™  ๐™ก๐™ค๐™ค๐™  ๐™—๐™–๐™˜๐™ , ๐™–๐™ฃ๐™™ ๐™ฉ๐™๐™–๐™ฃ๐™  ๐™ฎ๐™ค๐™ช As 2025 comes to an end, I want to say a sincere thank you to everyone following and copying the portfolio. This year tested patience in familiar ways. Rate expectations shifted, tariffs added noise, AI remained a long-term tailwind... Show More
Reinhardt Gert Coetzee
๐——๐—ฟ๐—ฎ๐˜„๐—ฑ๐—ผ๐˜„๐—ป๐˜€ ๐—ฎ๐—ฟ๐—ฒ๐—ปโ€™๐˜ ๐—ฏ๐˜‚๐—ด๐˜€. ๐—ง๐—ต๐—ฒ๐˜†โ€™๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ถ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐—ฎ๐—ฑ๐—บ๐—ถ๐˜€๐˜€๐—ถ๐—ผ๐—ป - ๐Ÿญ๐Ÿต ๐——๐—ฒ๐—ฐ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Most people think drawdowns mean something went wrong. They donโ€™t. Every investor wants returns. Almost nobody wants the discomfort that comes with them. But there's... Show More
Reinhardt Gert Coetzee
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ช๐—ผ๐—ฏ๐—ฏ๐—น๐—ฒ๐˜€ & ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐—ฟ๐—ฒ๐—ฎ๐—ฐ๐˜๐—ถ๐—ผ๐—ป๐˜€โ€ฆ ๐Ÿฎ๐Ÿฌ ๐—ก๐—ผ๐˜ƒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€ฆ and then $NVDA (NVIDIA Corporation) Drops a Monster Quarter. Hey everyone โ€” quick check-in from my side. Markets Are Getting a Bit Silly Again Weโ€™ve seen a bit of volatility the last few days, especially across... Show More
Reinhardt Gert Coetzee
๐˜ฝ๐™ž๐™œ ๐™๐™š๐™˜๐™ ๐™€๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ ๐™’๐™š๐™š๐™ : ๐Ÿฎ๐Ÿณ ๐™Š๐™˜๐™ฉ๐™ค๐™—๐™š๐™ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐Ÿ“† Big Tech Earnings Week is Here This is a big week for tech, and by extension, due to their sizes currently - also for the rest of the market โ€” the tech titans (excluding Nvidia) are all reporting earnings this week: Microsoft... Show More
Reinhardt Gert Coetzee
๐™‘๐™–๐™ก๐™ช๐™–๐™ฉ๐™ž๐™ค๐™ฃ๐™จ ๐™ƒ๐™ž๐™œ๐™, ๐™ˆ๐™–๐™˜๐™ง๐™ค ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š: ๐Ÿฎ๐Ÿฒ ๐™Ž๐™š๐™ฅ๐™ฉ๐™š๐™ข๐™—๐™š๐™ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Markets have been powering ahead this year โ€” the S&P 500 is up ~13% YTD โ€” helped by Fed rate cuts and continued optimism in tech. But under the surface, cracks are showing: inflation is sticky, bond yields are... Show More

About Reinhardt Gert Coetzee
South Africa
Strategy: Growth

Experienced investor with a long-term mindset approach focused on the technology sector.
Show Full Bio
647 Copiers
61K Followers