Mathijs Frencken
Happy holidays and best wishes for the new year to all my followers! Reflecting on the past year, I’m pleased to report that the portfolio achieved an impressive return of 62.6%, significantly outperforming the S&P 500. This performance underscores the value of staying focused on long-term goals even during periods of volatility. I’m grateful for your continued trust and support, and I’m committed to maintaining a strategic approach to investing as we move forward. As we enter the new year, the markets have started on a shaky note, with broader indices turning red. Buying opportunities are currently limited, so I’m focusing on building up a strong cash reserve to position the portfolio for future dips. I’d like to emphasize the importance of Dollar Cost Averaging (DCA)—a time-tested strategy to navigate volatile markets. By decreasing contributions when prices rise and increasing them when markets pull back, we can take advantage of lower prices and avoid emotional decision-making. Let’s stay patient, disciplined, and ready for the opportunities ahead. If you wish to invest more at this moment I would pick $ASML (ASML Holding NV) as it has really nice growth potential over the next 2 years. Thank you, and here’s to a successful 2025!
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ASML
ASML Holding NV
1022.27
-0.15 (-0.01%)
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