Johann-Nepomuk Ernst Josef Hoffer von Ankershoffen @JvAnkershoffen: "☕ 𝐌𝐎𝐑𝐍𝐈𝐍𝐆 𝗨𝗣𝗗𝗔𝗧𝗘 🇩🇪 𝐓𝐨𝐩 5️⃣ 😎..."

Johann-Nepomuk Ernst Josef Hoffer von Ankershoffen

Germany

☕ 𝐌𝐎𝐑𝐍𝐈𝐍𝐆 𝗨𝗣𝗗𝗔𝗧𝗘 🇩🇪 𝐓𝐨𝐩 5️⃣ 😎 9️⃣9️⃣0️⃣ 𝗰𝗼𝗽𝗶𝗲𝗿𝘀 📊 𝟮𝟬𝟮𝟯: +54.77% 📊 𝟮𝟬𝟮𝟰: +79.49% 📊 𝟮𝟬𝟮𝟱: +15.93% 📊 𝟐𝟎𝟐𝟔: -09.08% 🌅 𝐆𝐨𝐨𝐝 𝐦𝐨𝐫𝐧𝐢𝐧𝐠 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐚𝐧𝐝 𝐰𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐚 𝐬𝐡𝐨𝐫𝐭 𝐦𝐚𝐫𝐤𝐞𝐭 𝐚𝐧𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐮𝐩𝐝𝐚𝐭𝐞! Our portfolio continues to develop positively in August. Although the market $NSDQ100 pulled back slightly yesterday, we reached a new August high and are currently up around 𝐨𝐯𝐞𝐫 +𝟔%. 📈 🚀 𝐀𝐈 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 I still expect the second half of the year to look different from the first, when almost all AI stocks were shooting higher at the same time. That is why we have been more selective within our core sector over the past few weeks and increased our exposure to the AI infrastructure stocks that, in my view, could emerge as winners. Positions such as $AEHR (Aehr Test System) and $NBIS (Nebius Group NV) are showing signs of upward momentum again after the brutal sell-off in July. 🧬 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐏𝐫𝐨𝐯𝐢𝐝𝐞𝐬 𝐒𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 Within our satellite sector, we remain strongly positioned in healthcare. These companies are intended to provide additional stability to the portfolio when the tech sector becomes more volatile. 👀 𝐖𝐡𝐚𝐭’𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐚𝐠𝐞𝐧𝐝𝐚 𝐭𝐨𝐝𝐚𝐲? I’m particularly interested to see how the market reacts to today’s US inflation data. The yield on 10-year US Treasuries is once again moving towards 𝐨𝐯𝐞𝐫 𝟓% – and yet, surprisingly, this currently seems to play almost no role in the equity market. Just one or two years ago, interest rates were one of the dominant themes behind every major market move. Today, markets continue to rise even though rate cuts are anything but guaranteed. Today could show whether the market continues to simply look past this. 𝐖𝐡𝐚𝐭 𝐝𝐨 𝐲𝐨𝐮 𝐭𝐡𝐢𝐧𝐤 – 𝐡𝐚𝐯𝐞 𝐡𝐢𝐠𝐡 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬 𝐬𝐢𝐦𝐩𝐥𝐲 𝐛𝐞𝐜𝐨𝐦𝐞 𝐚 𝐬𝐞𝐜𝐨𝐧𝐝𝐚𝐫𝐲 𝐢𝐬𝐬𝐮𝐞 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐬𝐭𝐨𝐜𝐤 𝐦𝐚𝐫𝐤𝐞𝐭? 🤔 That’s it from me. Wishing you all a successful trading day! 🚀 all the best JvA $SPX500 $BTC $ETH

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