Reinhardt Gert Coetzee
๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€“ ๐™– ๐™ฆ๐™ช๐™ž๐™˜๐™  ๐™ก๐™ค๐™ค๐™  ๐™—๐™–๐™˜๐™ , ๐™–๐™ฃ๐™™ ๐™ฉ๐™๐™–๐™ฃ๐™  ๐™ฎ๐™ค๐™ช As 2025 comes to an end, I want to say a sincere thank you to everyone following and copying the portfolio. This year tested patience in familiar ways. Rate expectations shifted, tariffs added noise, AI remained a long-term tailwind but not a straight line, and markets reminded us that volatility never disappears. A few highlights from 2025: โ€ข Staying invested mattered more than reacting. Some of the strongest market moves came right after periods of uncertainty. โ€ข Core long-term holdings continued to carry most of the returns, particularly in large-cap tech and AI-linked businesses. โ€ข No strategy changes. No panic trades. The portfolio isnโ€™t built to win every month or even every year. Itโ€™s built to compound over time. Most importantly, thank you for the trust. Many of you are busy professionals who want market exposure without constant decisions or emotional stress. That remains the goal: clear rules, steady exposure, and staying invested through noise. Heading into 2026, same mindset, same discipline. Wishing you all a prosperous 2026! Best, Reinhardt
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