Rudolf De Leeuw @RudolfDeLeeuw: "𝗔𝗽𝗽𝗮𝗿𝗲𝗻𝘁𝗹𝘆, 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗮𝘀 𝘄𝗮𝗶𝘁𝗶𝗻𝗴..."

Netherlands

𝗔𝗽𝗽𝗮𝗿𝗲𝗻𝘁𝗹𝘆, 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗮𝘀 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗺𝘆 𝗽𝗵𝗼𝗻𝗲 𝗰𝗮𝗹𝗹 📞😄 Over the past few days, I made a substantial rotation within the portfolio. ✈️ I sold a significant part of my aviation positions, locking in profits of roughly 30% to 50%. At the same time, technology stocks had taken a few punches. Instead of panicking, I used the weakness to buy several tech positions yesterday and the day before at discounts of approximately 2% to 5%. Yesterday, I made a few phone calls to ask whether technology stocks were finally allowed to go back up again. Apparently, the answer was yes. 😎 𝗠𝗶𝗰𝗿𝗼𝗻 𝗴𝗮𝘃𝗲 𝘁𝗵𝗲 𝘀𝗲𝗰𝘁𝗼𝗿 𝘁𝗵𝗲 𝗽𝘂𝘀𝗵 𝗶𝘁 𝗻𝗲𝗲𝗱𝗲𝗱 🚀 Following Micron’s strong results, many of the technology stocks I recently purchased are moving sharply higher today, with gains ranging from approximately 2% to 10%. So, to summarize: ✈️ Aviation stocks sold with profits of 30% to 50% 💻 Technology stocks purchased at discounts of 2% to 5% 🚀 Those technology positions are now rising by roughly 2% to 10% today 𝗧𝗶𝗺𝗶𝗻𝗴? 𝗣𝗿𝗲𝘁𝘁𝘆 𝗺𝘂𝗰𝗵 𝘀𝗽𝗼𝘁 𝗼𝗻. 🎯 Of course, not every decision will work out this perfectly, but today I think I am allowed to give myself a small pat on the back. 👏 To everyone already copying me: congratulations, you participated automatically in this portfolio rotation. To those who are not copying me yet: well… that is a little unfortunate for you. 😉 Perhaps it is time to stop watching from the sidelines and become part of the strategy. A like is always appreciated. It helps this update reach more people and motivates me to keep investing time and effort into sharing these portfolio insights. 🙌 $DJ30 $NSDQ100 $SPX500 $RTY $USO (United States Oil Fund) $QQQ (Invesco QQQ)

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