Rudolf De Leeuw @RudolfDeLeeuw: "𝗔𝗹𝗿𝗲𝗮𝗱𝘆 𝗮𝗯𝗼𝘃𝗲 +𝟮𝟬% 𝗬𝗧𝗗 𝗶𝗻..."

Netherlands

𝗔𝗹𝗿𝗲𝗮𝗱𝘆 𝗮𝗯𝗼𝘃𝗲 +𝟮𝟬% 𝗬𝗧𝗗 𝗶𝗻 𝟮𝟬𝟮𝟲 🚀 𝗢𝗻 𝘁𝗿𝗮𝗰𝗸 𝗳𝗼𝗿 𝗮 𝟰𝘁𝗵 𝘆𝗲𝗮𝗿 𝗶𝗻 𝗮 𝗿𝗼𝘄 𝗮𝗯𝗼𝘃𝗲 +𝟮𝟬% 🚀 The portfolio has now passed the +20% mark for 2026, which is a very encouraging position to be in at this stage of the year. 📈 With still a large part of the year ahead, the current performance gives us a strong foundation to build on further. 𝗔 𝘀𝗵𝗼𝗿𝘁 𝗼𝘃𝗲𝗿𝘃𝗶𝗲𝘄 𝗼𝗳 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 2026 YTD: +20.27% 2025: +23.39% 2024: +37.22% 2023: +139.22% 𝗪𝗵𝘆 𝗜 𝘀𝘁𝗶𝗹𝗹 𝘀𝗲𝗲 𝗿𝗼𝗼𝗺 𝗳𝗼𝗿 𝗳𝘂𝗿𝘁𝗵𝗲𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 One position that remains especially interesting is the USO oil fund. At the moment, it is still trading around 120, while my expectation is that it can move lower towards roughly 75 during the course of the year. If that scenario plays out, this position alone could potentially add around another 5% to the portfolio performance. So even after a strong start to the year, I believe there is still meaningful upside potential ahead. 𝗖𝗮𝗻 𝟮𝟬𝟮𝟲 𝗯𝗲𝗰𝗼𝗺𝗲 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 𝘀𝘁𝗿𝗼𝗻𝗴 𝘆𝗲𝗮𝗿? With the portfolio already above +20% YTD, I think there is a realistic chance that we can move beyond the 2025 result again. And if the second half of the year develops in a similar way to the first half, getting closer to the 2024 result of +37.22% could also become a serious possibility. The exceptional 2023 result of +139.22% will of course be very difficult to repeat, but the market still offers plenty of opportunities for those who stay patient, disciplined, and focused. 𝗖𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗺𝗮𝗶𝗻 𝗴𝗼𝗮𝗹 💪 If we keep moving in this direction, 2026 could become the 4th consecutive year with: ✅ More than 1.5x the S&P 500 return ✅ Well above +20% portfolio performance ✅ Another strong year for long-term copiers That is something I am genuinely proud of. Not because of short-term moves, but because of the consistency over several years. As always, my focus remains on managing risk, staying patient, and using opportunities when they appear. A like is always appreciated, because it helps these updates reach more people and motivates me to keep putting time and effort into sharing them. 🙏 $DJ30 $NSDQ100 $SPX500 $RTY $USO (United States Oil Fund)

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