Fiona van Rij-de Raadt
Fiona van Rij-de Raadt @Sky-Harbour

Performance
All

10.30%2026
2026
19.61%2025
2025
17.56%2024
2024
19.6%0%-19.6%
Fiona van Rij-de Raadt
๐—ง๐—ฎ๐—ธ๐—ฒ-๐—ต๐—ผ๐—บ๐—ฒ: ๐—ฆ๐—ผ๐—บ๐—ฒ๐˜๐—ถ๐—บ๐—ฒ๐˜€ ๐˜๐—ต๐—ฒ ๐—ฏ๐—ฒ๐˜€๐˜ ๐—ฑ๐—ฒ๐—ฐ๐—ถ๐˜€๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐˜๐—ผ ๐˜€๐—ถ๐˜ ๐˜€๐˜๐—ถ๐—น๐—น ๐—ฎ๐—ป๐—ฑ ๐—ฑ๐—ผ ๐—ป๐—ผ๐˜๐—ต๐—ถ๐—ป๐—ด ๐˜‚๐—ป๐˜๐—ถ๐—น ๐˜๐—ต๐—ฒ ๐—ณ๐—ผ๐—ด ๐—ฐ๐—น๐—ฒ๐—ฎ๐—ฟ๐˜€. Thatโ€™s exactly how this week feels. I promised to highlight a stock this week and I will, next week. But first, this. These are the forces... Show More
Fiona van Rij-de Raadt
๐“๐ก๐ž ๐“๐€๐‚๐Ž ๐“๐ซ๐š๐๐ž, ๐š๐ง๐ ๐ฐ๐ก๐ฒ ๐ˆโ€™๐ฏ๐ž ๐ฅ๐ž๐š๐ซ๐ง๐ž๐ ๐ญ๐จ ๐๐จ ๐ง๐จ๐ญ๐ก๐ข๐ง๐  Over the past few years, a term emerged on Wall Street that started as a joke, but stuck: the TACO trade: Trump Always Chickens Out. The pattern is familiar. Aggressive announcements trigger sharp market reactions. Later,... Show More
Fiona van Rij-de Raadt
I promised in my New Yearโ€™s post that I would show up ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐˜† ๐˜„๐—ฒ๐—ฒ๐—ธ. And I still fully intend to do that. But if thereโ€™s one thing both life ๐˜ข๐˜ฏ๐˜ฅ the market have reminded me of latelyโ€ฆ itโ€™s this: ๐˜ƒ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜† ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—ฎ๐˜€๐—ธ๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ฝ๐—ฒ๐—ฟ๐—บ๐—ถ๐˜€๐˜€๐—ถ๐—ผ๐—ป. In the markets, volatility... Show More
Fiona van Rij-de Raadt
๐Ÿ“ฉ ๐™๐™๐™š ๐™€๐™ฃ๐™™ ๐™ค๐™› ๐™–๐™ฃ ๐™€๐™ง๐™– โ€” ๐˜ผ๐™ฃ๐™™ ๐™ฉ๐™๐™š ๐™Ž๐™ฉ๐™–๐™ง๐™ฉ ๐™ค๐™› ๐™Ž๐™ค๐™ข๐™š๐™ฉ๐™๐™ž๐™ฃ๐™œ ๐™‰๐™š๐™ฌ Warren Buffett handing over the CEO role marked a moment that hit harder than any macro headline this year. Not because the market reacted, but because it reminded us that investing isnโ€™t about speed. Itโ€™s about... Show More
Fiona van Rij-de Raadt
วซแดœษชแด„แด‹ แด›แด€แด‹แด‡แด€แดกแด€ส๊œฑ โœ… A pivotal week: Fed rate decision ๐Ÿ”Ž Shortโ€‘term turbulence, longโ€‘term focus on quality ๐Ÿ’ก Staying fully invested, no โ€œdiworsificationโ€ beyond 25 positions ๐Ÿ’ผ Key names in focus: $KFY (Korn Ferry), $ASO (Academy Sports and Outdoors Inc.), $ADBE (Adobe Systems Inc), $LULU (Lululemon Athletica... Show More
Fiona van Rij-de Raadt
วซแดœษชแด„แด‹ แด›แด€แด‹แด‡แด€แดกแด€ส๊œฑ โœ… Most portfolios are overloaded with the 'Magnificent 7' ๐Ÿ”Ž Market turbulence creates opportunity ๐Ÿ’ก My approach: quality, value, and growth outside the obvious ๐Ÿ’ผ New positions: $TASK (TaskUs Inc.), $BLBD (Blue Bird Corporation), $KFY (Korn Ferry), $DECK (Deckers Outdoor Corp),... Show More
Fiona van Rij-de Raadt
๐—ช๐—ต๐˜† ๐—”๐—น๐—น๐—ถ๐˜€๐—ผ๐—ป ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—บ๐—ถ๐˜€๐˜€๐—ถ๐—ผ๐—ป (๐—”๐—Ÿ๐—ฆ๐—ก) ๐—ถ๐˜€ ๐Ÿฑ% ๐—ผ๐—ณ ๐— ๐˜† ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ - ๐—” ๐—›๐—ถ๐—ฑ๐—ฑ๐—ฒ๐—ป ๐—š๐—ฒ๐—บ I recently added $ALSN (Allison Transmission Holdings Inc) to my portfolio, and it's one of my favorite holdings. Let me break down why this company caught my attention and why... Show More
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ALSN
Allison Transmission Holdings Inc
111.47
1.61 (1.47%)
Fiona van Rij-de Raadt
๐™๐™š๐™จ๐™š๐™ฉ๐™ฉ๐™ž๐™ฃ๐™œ ๐™ฉ๐™๐™š ๐™ฅ๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค: ๐™ค๐™ฅ๐™ฅ๐™ค๐™ง๐™ฉ๐™ช๐™ฃ๐™ž๐™ฉ๐™ฎ ๐™ž๐™จ ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™ฅ๐™–๐™ฉ๐™ž๐™š๐™ฃ๐™ฉ โ€œ๐’ด๐‘œ๐“Š ๐’ธ๐’ถ๐“ƒโ€™๐“‰ ๐’ธ๐‘œ๐“ƒ๐“‰๐“‡๐‘œ๐“ ๐“Œ๐’ฝ๐’ถ๐“‰ ๐’ฝ๐’ถ๐“…๐“…๐‘’๐“ƒ๐“ˆ ๐“‰๐‘œ ๐“Ž๐‘œ๐“Š ๐’พ๐“ƒ ๐’พ๐“ƒ๐“‹๐‘’๐“ˆ๐“‰๐’พ๐“ƒ๐‘”, ๐’ท๐“Š๐“‰ ๐“Ž๐‘œ๐“Š ๐’ธ๐’ถ๐“ƒ ๐’ธ๐‘œ๐“ƒ๐“‰๐“‡๐‘œ๐“ ๐’ฝ๐‘œ๐“Œ ๐“Ž๐‘œ๐“Š ๐“‡๐‘’๐“ˆ๐“…๐‘œ๐“ƒ๐’น.โ€ โ€” โ„‹๐‘œ๐“Œ๐’ถ๐“‡๐’น โ„ณ๐’ถ๐“‡๐“€๐“ˆ ๐—ค๐˜‚๐—ถ๐—ฐ๐—ธ... Show More
Fiona van Rij-de Raadt
๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™๐™š๐™จ๐™ž๐™ก๐™ž๐™š๐™ฃ๐™˜๐™š & ๐™๐™–๐™ฉ๐™ž๐™ค๐™ฃ๐™–๐™ก ๐™Š๐™ฅ๐™ฉ๐™ž๐™ข๐™ž๐™จ๐™ข: ๐™‰๐™–๐™ซ๐™ž๐™œ๐™–๐™ฉ๐™ž๐™ฃ๐™œ ๐™๐™ฃ๐™˜๐™š๐™ง๐™ฉ๐™–๐™ž๐™ฃ๐™ฉ๐™ฎ ๐™ฌ๐™ž๐™ฉ๐™ ๐˜พ๐™ค๐™ฃ๐™ซ๐™ž๐™˜๐™ฉ๐™ž๐™ค๐™ฃ โ€œ๐’ด๐‘œ๐“Š ๐’ธ๐’ถ๐“ƒโ€™๐“‰ ๐“…๐“‡๐‘’๐’น๐’พ๐’ธ๐“‰. ๐’ด๐‘œ๐“Š ๐’ธ๐’ถ๐“ƒ ๐“…๐“‡๐‘’๐“…๐’ถ๐“‡๐‘’.โ€ โ€” โ„‹๐‘œ๐“Œ๐’ถ๐“‡๐’น โ„ณ๐’ถ๐“‡๐“€๐“ˆ With the U.S. economy showing remarkable strength and our portfolio... Show More
Fiona van Rij-de Raadt
๐Œ๐š๐ซ๐ค๐ž๐ญ ๐‚๐จ๐ซ๐ซ๐ž๐œ๐ญ๐ข๐จ๐ง: ๐’๐ญ๐š๐ฒ๐ข๐ง๐  ๐‘๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐€๐ฆ๐ข๐ ๐ญ๐ก๐ž ๐๐จ๐ข๐ฌ๐ž โ€œโ„๐“ƒ๐“‹๐‘’๐“ˆ๐“‰๐’พ๐“ƒ๐‘” ๐’พ๐“ˆ ๐’ถ ๐’ท๐“Š๐“ˆ๐’พ๐“ƒ๐‘’๐“ˆ๐“ˆ ๐“Œ๐’ฝ๐‘’๐“‡๐‘’ ๐“Ž๐‘œ๐“Š ๐’ธ๐’ถ๐“ƒ ๐“๐‘œ๐‘œ๐“€ ๐“‹๐‘’๐“‡๐“Ž ๐“ˆ๐’พ๐“๐“๐“Ž ๐’ป๐‘œ๐“‡ ๐’ถ ๐“๐‘œ๐“ƒ๐‘” ๐“…๐‘’๐“‡๐’พ๐‘œ๐’น ๐‘œ๐’ป ๐“‰๐’พ๐“‚๐‘’ ๐’ท๐‘’๐’ป๐‘œ๐“‡๐‘’ ๐“Ž๐‘œ๐“Š ๐’ถ๐“‡๐‘’ ๐“…๐“‡๐‘œ๐“‹๐‘’๐“ƒ ๐“‡๐’พ๐‘”๐’ฝ๐“‰.โ€ - โ„ฌ๐’พ๐“๐“... Show More

About Fiona van Rij-de Raadt
Netherlands
Strategy: Value

Buying great companies below their intrinsic value, leaving a large margin of safety.
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