Reinhardt Gert Coetzee
Reinhardt Gert Coetzee @reinhardtcoetzee

Performance
All

10.65%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
๐Ÿ“‰ ๐—ก๐—ฒ๐˜๐—ณ๐—น๐—ถ๐˜…: ๐—” ๐—ฅ๐—ฒ๐—ฎ๐—น ๐——๐—ถ๐˜€๐—ฐ๐—ผ๐˜‚๐—ป๐˜, ๐—”๐—ณ๐˜๐—ฒ๐—ฟ ๐—” ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ฅ๐—ฒ๐˜€๐—ฒ๐˜ โ€“ ๐Ÿฎ๐Ÿฎ ๐—๐˜‚๐—น๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Hi everyone, $NFLX (Netflix, Inc.) has been on my radar for a couple of weeks now, and last week's Q2 earnings gave me a much clearer picture of what I'm actually looking at. The stock... Show More
Reinhardt Gert Coetzee
๐—”๐—ฑ๐—ฑ๐—ถ๐—ป๐—ด ๐— ๐—ถ๐—ฐ๐—ฟ๐—ผ๐˜€๐—ผ๐—ณ๐˜ ๐—ข๐—ป ๐—ง๐—ต๐—ฒ ๐—ฃ๐˜‚๐—น๐—น๐—ฏ๐—ฎ๐—ฐ๐—ธ โ€“ ๐Ÿญ๐Ÿฌ ๐—๐˜‚๐—น๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Hi everyone, I've just put some of my cash to work in $MSFT (Microsoft), and it's one of the more interesting entry points I've seen in this name in years. While most of the Mag 7 has stayed expensive,... Show More
Reinhardt Gert Coetzee
๐—ช๐—ต๐—ฒ๐—ป ๐˜๐—ต๐—ฒ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฆ๐—ฒ๐—น๐—น๐˜€ ๐˜๐—ต๐—ฒ ๐—ก๐—ฒ๐˜„๐˜€, ๐—œ ๐—ฟ๐—ฒ๐—ฎ๐—ฑ ๐˜๐—ต๐—ฒ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ ๐Ÿ” โ€“ ๐Ÿฎ๐Ÿณ ๐—๐˜‚๐—ป๐—ฒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ Hi everyone, It's been a bruising week for tech and semis. The SMH semiconductor ETF dropped roughly 7% in a single session on Tuesday, the Nasdaq gave back meaningful ground,... Show More
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
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NVDA
NVIDIA Corporation
219.52
2.02 (0.93%)
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

About Reinhardt Gert Coetzee
South Africa
Strategy: Growth

Experienced investor focused on long-term opportunities in transformative technology.
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