Mathijs Frencken @ZwoopsTech: "Dear investors, Spring is coming, and..."

Netherlands

Edited

Dear investors, Spring is coming, and so are the Trump tariffs. With Trump you can expect the market to respond as quickly as he tries to break a lot of things as fast as possible. Imposing tariffs on Canada and Mexico was controversial and the market responded by showing some fear and uncertainty. My portfolio has turned negative for the first time in a while and I aim to take full advantage of this situation. The main reason this portfolio took a dive is because $BTC (and in extention $MSTR (Strategy Inc) as largest corporate BTC holder) declined by about 20% from 100.000 to 80.000. This did not shake me and I even purchased a little more of $MSTR at $ 254, rising my average buy price to $ 51.83. Also I bought some $NVDA (NVIDIA Corporation) $AMZN (Amazon.com Inc) and $GOOG (Alphabet) the latter of which I believe to be very reasonable buy. Currently I hold about 18% of my portfolio in cash and will deploy this into my core holdings once Trump pushes the market down some more. I won't believe he would enable a longer downturn or even a recession because he's too focused on stock prices. With the recently approved US goverment strategic reserve I expect our portfolio to rise rapidly during the next summer/fall as corporations and goverments will FOMO into BTC (especially tech stocks) once the US starts growing it's holdings in a promised budget neutral way. This descision was signed into executive order by Donald Trump which is inherently temporary. That is why the market hasn't really responded, but I believe it will once the govermental audit of current holdings complete in about a month. Thanks for reading and stay invested.

5 Mentioned

BTC

MSTR

NVDA

AMZN

GOOG

Strictly Necessary Cookies

Performance Cookies

Functional Cookies

Targeting Cookies