Johann-Nepomuk Ernst Josef Hoffer von Ankershoffen @JvAnkershoffen: "☕ 𝐌𝐎𝐑𝐍𝐈𝐍𝐆 𝗨𝗣𝗗𝗔𝗧𝗘 - 𝗖𝗼𝗺𝗲𝗯𝗮𝗰𝗸?!📈 🇩🇪..."

Johann-Nepomuk Ernst Josef Hoffer von Ankershoffen

Germany

☕ 𝐌𝐎𝐑𝐍𝐈𝐍𝐆 𝗨𝗣𝗗𝗔𝗧𝗘 - 𝗖𝗼𝗺𝗲𝗯𝗮𝗰𝗸?!📈 🇩🇪 𝐓𝐨𝐩 5️⃣ 😎 9️⃣9️⃣4️⃣ 𝗰𝗼𝗽𝗶𝗲𝗿𝘀 📊 𝟮𝟬𝟮𝟯: +54.77% 📊 𝟮𝟬𝟮𝟰: +79.49% 📊 𝟮𝟬𝟮𝟱: +15.93% 📊 𝟐𝟎𝟐𝟔: -13.37% 🌅 𝐆𝐨𝐨𝐝 𝐦𝐨𝐫𝐧𝐢𝐧𝐠 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞! The start of August has been very encouraging – both for the markets and for our portfolio. On a weekly basis, we are now up 𝐨𝐯𝐞𝐫 𝟖%. This has allowed us to close part of the gap to the major indices, although we still have some ground to make up after the past few months. 🚀 𝐀𝐈 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐂𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐃𝐞𝐥𝐢𝐯𝐞𝐫 The main reason for this strong start to the week has been the impressive rebound in the technology and AI sector. Within our core portfolio, we continue to focus on 𝐀𝐈 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞. This is where I currently see the strongest long-term visibility. Many companies already have order books filled for years ahead and are now facing the challenge of keeping up with demand rather than finding new customers. A great example is $AEHR (Aehr Test System) , whose stock gained around 𝟐𝟎% yesterday alone. 🧬 𝐓𝐡𝐞 𝐒𝐚𝐭𝐞𝐥𝐥𝐢𝐭𝐞 𝐒𝐞𝐜𝐭𝐨𝐫 𝐈𝐬 𝐀𝐥𝐬𝐨 𝐂𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐧𝐠 It wasn't just AI stocks performing well this week. We continue to maintain a strong exposure to the healthcare sector within our satellite sector. Our largest position, $RVMD (REVOLUTION Medicines Inc) , is currently up around 𝟐𝟎% and has been one of the strongest contributors to our recent performance. $BAYN.DE (Bayer AG) also delivered solid quarterly results. The stock was up around 𝟒% at one point yesterday and looks set to open higher again today. 📅 𝐌𝐨𝐫𝐞 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐓𝐨𝐝𝐚𝐲 The earnings season continues. Today, all eyes will be on $LLY (Eli Lilly & Co) and $RVMD , as both companies report their quarterly results. They are important positions in our portfolio and could create further momentum. 🙏 𝐀 𝐅𝐢𝐧𝐚𝐥 𝐓𝐡𝐨𝐮𝐠𝐡𝐭 We are moving in the right direction again, and now it's about building on this positive momentum step by step. A big thank you to everyone who continues to trust me and stays invested alongside me. And as I often say: 𝐓𝐡𝐞 𝐛𝐞𝐬𝐭 𝐞𝐧𝐭𝐫𝐲 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐫𝐚𝐫𝐞𝐥𝐲 𝐚𝐩𝐩𝐞𝐚𝐫 𝐰𝐡𝐞𝐧 𝐚 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐨𝐫 𝐚 𝐏𝐨𝐩𝐮𝐥𝐚𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐢𝐬 𝐚𝐭 𝐚𝐧 𝐚𝐥𝐥-𝐭𝐢𝐦𝐞 𝐡𝐢𝐠𝐡. More often, they appear after challenging periods. I wish you all a successful trading day! 📈☀️ all the best JvA

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