Krischka Alexander Trapp
Krischka Alexander Trapp @SafePortfolio

Performance
All

13.77%2025
2025
7.63%2024
2024
3.20%2023
2023
-5.15%2022
2022
6.64%2021
2021
16.53%2020
2020
16.5%0%-16.5%
Krischka Alexander Trapp
Super Investor Disclosed Activities Recent buys/sells of famous investors that I follow with high interest: Buffett $BRK.B (Berkshire Hathaway Inc) sold even more $AAPL (Apple) Chris Bloomstran added a small amount of Berkshire, kept $DG.US (Dollar General Corporation) stable (second largest position). Value... Show More
Krischka Alexander Trapp
Edited
Berkshire and Cash - Monthly Update October 1,19% this month, 12% this year at the time of writing. I intend to hold a cash or cash equivalent position of about 20%, combined with very low risk equities like $DG.US (Dollar General Corporation) (recession proof, even a profiteur!) and healthcare stocks... Show More
Krischka Alexander Trapp
Wild reaction to Milei's victory in Argentina. Our $CAAP (Corporación América Airports SA) is up 17% over night, and this is one of the most conservative, lower risk Argentine stocks. Banks up nearly 40%! $BMA (Banco Macro S A) GGAL $YPF (YPF Sociedad Anónima) $OIL $SOYBEANS.FUT
Krischka Alexander Trapp
Morgan Stanley has suggested a 60/20/20 split, with $GOLD taking 20% of the portfolio. $MS (Morgan Stanley) $SPY (SPDR S&P 500 ETF) $VOO (Vanguard S&P 500 ETF) $GLD (SPDR Gold)
Krischka Alexander Trapp
Trump administration will set price floors across range of industries to combat China, Bessent says De-globalization is accelerating! $TRUMP $BABA (Alibaba-ADR) $MAERSKB.CO (A P Moller Maersk) $SWDA.L (iShares Core MSCI World UCITS ETF) $PEP (PepsiCo)
Krischka Alexander Trapp
$BABA (Alibaba-ADR) $CHINA50 $MCHI (iShares MSCI China ETF) $TRUMP $SPY (SPDR S&P 500 ETF) BESSENT: "We don't want to decouple but China is sending a decoupling message. Everything's on the table [incl. delisting China ADRs], but confident that this can be de-escalated If not, we have... Show More
Krischka Alexander Trapp
US tech stocks weighting higher than ever, even more so than before the 2000 dot-com tech crash... Very dangerous! $NVDA (NVIDIA Corporation) $MSFT (Microsoft) $AAPL (Apple) $SPY (SPDR S&P 500 ETF) $VOO (Vanguard S&P 500 ETF)

About Krischka Alexander Trapp
Germany
Strategy: Value

Very low risk investment, safest stocks in the world combined with inflation protection
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3.1K Followers