Peer Tesdorpf
๐— ๐—ฎ๐—ฟ๐—ฐ๐—ต ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐Ÿ“ˆ March was a challenging month for markets. Geopolitical tensions following the U.S. attack on Iran created significant uncertainty, and rising oil prices added extra pressure. Short-term volatility was high, and many sectors experienced sharp swings. Despite these difficult conditions, our portfolio delivered a strong performance, achieving +1.91% return in March. This result reflects our active approach: investing and divesting at the right moments, and maintaining discipline during market turbulence. Looking ahead, forecasting remains difficult. However, we believe the conflict may not last long. Pressure from financial markets on the U.S. administration, especially on Trump, is likely to limit prolonged engagement. While uncertainty remains, our long-term focus and carefully selected positions continue to serve us well. Overall, March demonstrated that a disciplined, long-term strategy can weather volatility and still generate meaningful returns. Peer ๐—ก๐—ผ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐—ฐ๐—ฒ. $NSDQ100 $SPX500 $DJ30 $NVDA (NVIDIA Corporation) $BTC
Not investment advice. The author may have financial interests in the mentioned instruments.
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