Rasmus Hansen
Rasmus Hansen @denmark442

Wydajność
Wszystko

-3.05%2026
2026
40.03%2025
2025
36.45%2024
2024
16.74%2023
2023
-12.43%2022
2022
-7.26%2021
2021
40.0%0%-40.0%
Rasmus Hansen
Dear Copiers, These days calls for an extra update with my view on the current situation: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲: As expected, the ongoing tensions and military operations in the Middle East are creating red days across the markets, and our portfolio is no exception. How long this volatility... Pokaż więcej Przetłumacz
Rasmus Hansen
Weekly Update: Week 9 Dear Copiers, Markets are still shaky, and a big part of that is the ongoing AI disruption narrative. We’ve now seen multiple examples of new agent-based AI tools being launched, and every time it seems to spark fresh fear across sectors, especially software. In my view, this... Pokaż więcej Przetłumacz
Rasmus Hansen
Weekly Post: Week 8: Dear Copiers, As we close out week 8, the portfolio sits at +0.8 % YTD. On the macro side, the big picture remains mixed. There’s still uncertainty around when and how fast central banks will cut rates, with markets flip-flopping between optimism and caution. Meanwhile, geopolitical... Pokaż więcej Przetłumacz
Rasmus Hansen
𝗪𝗲𝗲𝗸𝗹𝘆 𝗣𝗼𝘀𝘁: 𝗪𝗲𝗲𝗸 𝟳: 𝗥𝗲𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 & 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗜𝗻𝗱𝗶𝗰𝗮𝘁𝗼𝗿𝘀, Dear Copiers, Markets have clawed back some of the ground lost last week, and so has our portfolio. We’ve continued to put our cash buffer to work, adding to both existing... Pokaż więcej Przetłumacz
Rasmus Hansen
𝗪𝗲𝗲𝗸 𝟲: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗮𝗸𝗲𝗼𝘂𝘁 & 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 Dear Copiers, The past two weeks have been intense. We've seen a broad-based sell-off across sectors and global markets. Our portfolio wasn’t immune either, experiencing the largest weekly drawdown since April last year, with... Pokaż więcej Przetłumacz
Rasmus Hansen
𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆, 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 & 𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗖𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻 The past few weeks have been marked by significant volatility across the markets, largely driven by Q4 earnings reports where stocks are being repriced aggressively on both good and bad news. The most notable example... Pokaż więcej Przetłumacz
Rasmus Hansen
𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 𝗙𝘂𝗻𝗱𝘀 𝗔𝗱𝗱𝗲𝗱 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 Hi everyone, This post will be longer than usual, as I want to cover both today’s funds addition and give a broader outlook on the portfolio and investment strategy for 2026. As of today, I’ve added funds... Pokaż więcej Przetłumacz
Rasmus Hansen
𝗪𝗲𝗲𝗸𝗹𝘆 𝗽𝗼𝘀𝘁 – 𝗪𝗲𝗲𝗸 𝟱 Dear Copiers, 📈 YTD (as of writing): Portfolio + 5.09 % vs. S&P 500: + 0.9 % Of course, the long-term results matter more than short-term swings, and I’m happy to say the portfolio is also showing strong long-term outperformance. Since our launch just over... Pokaż więcej Przetłumacz
Rasmus Hansen
𝗪𝗲𝗲𝗸𝗹𝘆 𝗽𝗼𝘀𝘁: 𝗪𝗲𝗲𝗸 𝟰 Dear Copiers, What a week it’s been. With all eyes on Greenland and the renewed threats from Trump, markets were thrown into a whirlwind. Luckily, tensions seemed to ease in Davos, after Trump walked back his tariff threats (TACO!) .... But, I doubt this is the last... Pokaż więcej Przetłumacz
Rasmus Hansen
𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗦𝘁𝗮𝘆𝗶𝗻𝗴 𝗖𝗮𝗹𝗺 𝗔𝗺𝗶𝗱 𝗥𝗶𝘀𝗶𝗻𝗴 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗡𝗼𝗶𝘀𝗲 Over the weekend, markets were met with renewed geopolitical uncertainty following news around Greenland and Trump’s threats of increased tariffs starting February 1st. European leaders have... Pokaż więcej Przetłumacz

O nas Rasmus Hansen
Dania
Strategia: Wartość

🎯𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐚𝐫𝐠𝐞𝐭 ✔ Risk-adjusted return ✔ Beat the S&P500 index
Pokaż pełny życiorys Przetłumacz
400 Kopiujący
5.3K Obserwatorzy