Beste kopieerders,
De marktcorrecties van afgelopen week kwamen stevig aan. Op 28 januari stonden we nog op +9,3% YTD en leek het sentiment duidelijk positief. In korte tijd sloeg dat beeld echter om en kregen we meerdere klappen te verwerken, met als gevolg dat we voor 2026 zelfs tijdelijk in de rode cijfers zijn beland.
Dat is uiteraard vervelend, maar het hoort bij beleggen. In de afgelopen jaren heb ik dit soort fases vaker meegemaakt en juist daarvan geleerd om rust te bewaren en niet vanuit emotie te handelen. Volatiliteit biedt namelijk ook kansen. Met onze beschikbare cashpositie heb ik daarom bewust een aantal aankopen gedaan op niveaus die ik aantrekkelijk acht.
Mijn verwachting is dat deze posities, in combinatie met een geleidelijk herstel van het marktsentiment, weer zullen bijdragen aan positieve resultaten. Dit vraagt soms wat geduld, maar vertrouwen en discipline zijn hierin cruciaal.
Vandaag voelt in ieder geval als een eerste stap omhoog 😊
+3% op dit moment (20:28 CET)
Fijne weekend!
Remco... Show More Translate
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Mon Mar 09 2026 03:12:56 GMT+0000 (Coordinated Universal Time)
