Jean Paule Mindermann
Jean Paule Mindermann @Teutanis

Performance
All

1.03%2026
2026
15.63%2025
2025
20.77%2024
2024
25.31%2023
2023
-16.30%2022
2022
7.70%2021
2021
68.75%2020
2020
7.35%2019
2019
-51.35%2018
2018
-0.25%2017
2017
68.8%0%-68.8%
Jean Paule Mindermann
๐—œ๐—š๐—ก๐—ข๐—ฅ๐—œ๐—ก๐—š ๐—š๐—ฅ๐—”๐—ฉ๐—œ๐—ง๐—ฌ September stock markets have so far ignored the logics of gravity. Despite a Federal Reserve rate hike, a further surge in oil prices and a sharp rise in the U.S. 10-year Treasury yields, indexes have resisted going southwards. ๐—ช๐—ต๐˜† Consumer demand has held up and... Show More
Jean Paule Mindermann
๐— ๐—”๐—–๐—ฅ๐—ข ๐—œ๐—ฆ ๐—•๐—”๐—–๐—ž ๐—œ๐—ก ๐—ง๐—›๐—˜ ๐——๐—ฅ๐—œ๐—ฉ๐—˜๐—ฅ'๐—ฆ ๐—ฆ๐—˜๐—”๐—ง ๐Ÿ“ˆ In August our portfolio gained 2.5% Whilst the month was about earnings, AI and momentum, September is going to be much more about interest rates and inflation. The first major test comes this week with the U.S. August CPI (consumer... Show More
Jean Paule Mindermann
๐—” ๐˜€๐—ฒ๐—ฐ๐—ผ๐—ป๐—ฑ ๐˜„๐—ถ๐—ป๐—ฑ ๐—ณ๐—ผ๐—ฟ ๐—”๐—œ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ๐˜€ - ๐—”๐˜‚๐—ด๐˜‚๐˜€๐˜ ๐—ฅ๐—ฎ๐—น๐—น๐˜† ๐—–๐—ผ๐—ป๐˜๐—ถ๐—ป๐˜‚๐—ฒ๐˜€ U.S. equities extended their summer rally with both the S&P 500 and Nasdaq composite advancing to new record highs during the month. ๐Ÿ“ˆ Our Portfolio also performed strongly, notching up a 4.42% gain... Show More
Jean Paule Mindermann
๐—ฆ๐—›๐—”๐—ฅ๐—ฃ ๐— ๐—”๐—ฅ๐—ž๐—˜๐—ง ๐—ฅ๐—˜๐—ฉ๐—˜๐—ฅ๐—ฆ๐—”๐—Ÿ ๐Ÿ“‰ Following the Fed Chairโ€™s press conference markets flipped from positive to negative yesterday. The S&P 500 was down 1.5% at close; the Nasdaq composite -1.7% and the Dow had its worst day since April 2025 at -2.2%. In total US equities lost $ 1 trillion... Show More
Jean Paule Mindermann
๐— ๐—˜๐—ฅ๐—ฅ๐—ฌ ๐—š๐—ข ๐—ฅ๐—ข๐—จ๐—ก๐—— The S&P 500 has now been treading water for the last two months, albeit close to the all-time high realized on 2nd June. ๐ŸŽ However, beneath the surface, a major rotation has taken place Semiconductor and AI hardware names experienced sharp profit-taking as investors... Show More
Jean Paule Mindermann
๐—๐˜‚๐—ป๐—ฒ: ๐—–๐—ต๐—ฎ๐—ป๐—ด๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—š๐˜‚๐—ฎ๐—ฟ๐—ฑ๐Ÿ’‚โ€โ™‚๏ธ After multiple months of relentless AI related gains, June provided a reality check with investors shying away from the former winners. As an example, the combined Magnificent Seven stocks lost >2 Trillion dollars in market capitalization in... Show More
Jean Paule Mindermann
๐—”๐—œ ๐—ฆ๐—ง๐—ข๐—–๐—ž๐—ฆ ๐—จ๐—ฃ ๐Ÿฑ๐Ÿฌ๐Ÿฌ% ๐Ÿ’ธ The biggest winners in the S&P 500 this year tell a remarkable story. SanDisk has surged more than 500% year-to-date, while Intel, Micron, Seagate Technology and Western Digital have all more than doubled. These aren't speculative start-ups; they are companies... Show More
Jean Paule Mindermann
๐—ช๐—”๐—ก๐—ง ๐—ง๐—ข ๐—ฅ๐—˜๐—ง๐—œ๐—ฅ๐—˜ ๐—” ๐— ๐—œ๐—Ÿ๐—Ÿ๐—œ๐—ข๐—ก๐—”๐—œ๐—ฅ๐—˜ - ๐—ฆ๐—ง๐—”๐—ฅ๐—ง ๐—ก๐—ข๐—ช To understand the incredible power of monthly savings have a look at the table below. Choose your nearest age bracket on the top row, and then how much you can save on a monthly basis from the left hand column. The value that... Show More
Jean Paule Mindermann
๐Ÿ“ˆ ๐—–๐—˜๐—”๐—ฆ๐—˜๐—™๐—œ๐—ฅ๐—˜ ๐—ฅ๐—”๐—Ÿ๐—Ÿ๐—ฌ Followers: 1900+ ๐Ÿƒโ€โ™€๏ธโ€โžก๏ธ The S&P 500 rewrote the history books this week, closing at an all-time high of 7,126 on Friday. The index surged 4.48% over the five-day period, fueled by a ceasefire agreement between the U.S. and Iran. The sudden easing of geopolitical... Show More
Jean Paule Mindermann
๐Ÿ“… ๐—”๐—ฃ๐—ฅ๐—œ๐—Ÿ ๐—ฅ๐—˜๐—•๐—ข๐—จ๐—ก๐—— ๐—•๐—จ๐—ง ๐—ฅ๐—œ๐—ฆ๐—ž๐—ฆ ๐—ฃ๐—ฅ๐—˜๐—ฉ๐—”๐—œ๐—Ÿ The S&P 500 found its footing in early April, shaking off a dismal first quarter to close on Friday at 6,816 points. The index surged 3.67% in the first ten trading days of the month ๐Ÿ”„ ๐—” ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ถ๐—ป ๐—ฅ๐—ผ๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป Software... Show More

About Jean Paule Mindermann
Germany
Strategy: Multi-Strategy

Find undervalued winners ๐Ÿ† and stay invested until they reach their intrinsic value ๐Ÿ’ต
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