Rudolf De Leeuw @RudolfDeLeeuw: "𝗢𝘃𝗲𝗿 +𝟮𝟬% 𝗬𝗧𝗗 𝗮𝗻𝗱 +𝟯.𝟬𝟯%..."

Netherlands

𝗢𝘃𝗲𝗿 +𝟮𝟬% 𝗬𝗧𝗗 𝗮𝗻𝗱 +𝟯.𝟬𝟯% 𝘁𝗼𝗱𝗮𝘆 🚀 Today was another excellent day for the portfolio, with a gain of +3.03% in a single trading day. That brings us to more than +20% YTD for 2026, and we still have more than half a year to go. 📈 𝗔 𝗾𝘂𝗶𝗰𝗸 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘁𝗵𝗲 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 2026 YTD: +20.22% 2025: +23.39% 2024: +37.22% 2023: +139.22% 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗲𝘅𝘁𝗿𝗮 𝗲𝗻𝗰𝗼𝘂𝗿𝗮𝗴𝗶𝗻𝗴 One important position to highlight is the USO oil fund. It is currently still trading around 120, while I expect it to move lower towards roughly 75 during the course of the year. That move alone could add around another 5% to our portfolio performance, which means there is still clear potential ahead. 𝗖𝗮𝗻 𝘄𝗲 𝗯𝗲𝗮𝘁 𝟮𝟬𝟮𝟱 𝗮𝗴𝗮𝗶𝗻? With the portfolio already above +20% in 2026, I think there is a realistic chance we will pass last year’s result again. And if the second half of the year continues in a similar direction as the first half, we might even get close to our 2024 result of +37.22%. The 2023 result of +139.22% is probably still a bit too ambitious to expect again this year, but there are clearly still plenty of opportunities in the market. 𝗣𝗿𝗼𝘂𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝘆 💪 If we continue like this, 2026 could become the 4th year in a row with: ✅ More than 1.5x the S&P 500 return ✅ Well above +20% portfolio performance ✅ Another strong year for long-term copiers I must admit, I am quite proud of that. Not just because of one good day, but because of the consistency over multiple years. As always, I will keep focusing on risk management, patience, and taking advantage of opportunities when they appear. A like is always appreciated, because it helps these updates reach more people and motivates me to keep spending time and effort on sharing them. 🙏 $DJ30 $NSDQ100 $SPX500 $RTY $USO (United States Oil Fund)

Not investment advice. The author may have financial interests in the mentioned instruments.