Zoltán Szücs @zofesu: "𝐀𝐩𝐫𝐢𝐥- Update 📢 𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝..."

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𝐀𝐩𝐫𝐢𝐥- Update 📢 𝐃𝐞𝐚𝐫 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬 / 𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐚𝐥𝐥 𝐧𝐞𝐰 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐚𝐧𝐝 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬. 📈𝐔𝐏 𝐎𝐑 𝐃𝐎𝐖𝐍. It's been a wild month. 𝐓𝐫𝐮𝐦𝐩 has started another war, apparently he thinks it will be as easy as in the case of Venezuela. In doing so, he took care of closing the 𝐒𝐭𝐫𝐚𝐢𝐭 𝐨𝐟 𝐇𝐨𝐫𝐦𝐮𝐳 and is now spending billions of dollars to reopen it. He constantly claims that 𝐈𝐫𝐚𝐧 is ready to capitulate / negotiate / end the attacks. The reality is, however, that it is all Trump's business game, when people connected to him invest based on what he says. What he says and what he does are two different things. The result of this conflict is that it affects the whole world. The ordinary people suffer the most, because when oil is expensive, everything will be expensive. I would not be surprised if news started to appear by chance that after the energy crisis we will have a food crisis here. The EU is still distancing itself from the USA. 𝐆𝐞𝐫𝐦𝐚𝐧𝐲 - 𝐕𝐖 has decided that they will become an "arms" company and will supply components for the 𝐈𝐬𝐫𝐚𝐞𝐥𝐢 Iron Dome air defense system, what an irony when we look at the history of Germany. 𝐂𝐳𝐞𝐜𝐡𝐢𝐚-𝐒𝐥𝐨𝐯𝐚𝐤𝐢𝐚 - you may have registered a new company $CSG.NV (Czechoslovak Group) - arms industry on the stock exchange. The company has orders for more than 15 billion EUR, it has a minor problem in the background. Investigative findings indicate that a subsidiary of CSG was involved in a corruption scandal and was blacklisted by NATO agencies. The group allegedly concealed sensitive information about these risks before its listing on the stock exchange. CSG shares fell below the subscription price of 25 euros, falling as low as 22.70 euros on Monday, March 30, 2026. The total value of the company suffered huge losses in a few days, it is said to be tens of billions of Czech crowns. Petr Kratochvíl, a minority shareholder of the arms and engineering group CSG (Czechoslovak Group), has called on the group to buy back its share. He is allegedly asking for almost 35 billion crowns. According to the website, Kratochvíl is a shareholder with special rights, so CSG owner Michal Strnad cannot displace him without his consent. But the value of the share is contradicted by the group, according to its statement it can be up to ten times lower. ✅💰𝐂𝐋𝐎𝐒𝐄𝐃 𝐏𝐎𝐒𝐈𝐓𝐈𝐎𝐍𝐒 Due to the uncertain situation, I have closed oil companies, it is not clear whether they will continue to grow or we will turn around. Any day there may be some announcement that will turn the market around. ♻ 👀🔭𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐭𝐫𝐚𝐝𝐞𝐬 𝐚𝐧𝐝 𝐨𝐮𝐭𝐥𝐨𝐨𝐤. I managed to make most of the trades and entries that I wanted to make. In my opinion, the market could still fall by 6-11% from the current positions. It is not clear whether we are out of the worst, I would rather consider it a short break for a rest. I still have BRK.B and NVDA in my sights at better prices than they are currently. I would consider the rest of the portfolio for this year to be set for a growth period, where it will be sold and where I will get rid of positions to reduce it to about 20 assets. Free cash will be placed in short-term bonds. I do not plan any surprises in this portfolio but I am ready to adapt to market conditions. 𝐀𝐠𝐚𝐢𝐧, 𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐝𝐫𝐚𝐰 𝐲𝐨𝐮𝐫 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 - 𝐰𝐡𝐞𝐧 𝐜𝐨𝐩𝐲𝐢𝐧𝐠, 𝐭𝐫𝐲 𝐭𝐨 𝐞𝐧𝐭𝐞𝐫 𝐝𝐮𝐫𝐢𝐧𝐠 𝐦𝐲 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐜𝐥𝐢𝐧𝐞𝐬. 𝐎𝐫 𝐝𝐮𝐫𝐢𝐧𝐠 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐦𝐚𝐫𝐤𝐞𝐭 𝐝𝐫𝐨𝐩𝐬. 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐥𝐲, 𝐈 𝐝𝐨𝐧'𝐭 𝐦𝐢𝐧𝐝 𝐚 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐜𝐥𝐢𝐧𝐞, 𝐈'𝐦 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐫𝐞𝐬𝐢𝐬𝐭𝐚𝐧𝐭 𝐭𝐨 𝐢𝐭. 𝐖𝐡𝐚𝐭 𝐠𝐨𝐞𝐬 𝐝𝐨𝐰𝐧 𝐦𝐮𝐬𝐭 𝐠𝐨 𝐮𝐩 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐠𝐨𝐞𝐬 𝐮𝐩 𝐦𝐮𝐬𝐭 𝐠𝐨 𝐝𝐨𝐰𝐧. 𝐈 𝐩𝐥𝐚𝐧 𝐭𝐨 𝐝𝐨 𝐭𝐡𝐢𝐬 𝐟𝐨𝐫 𝐦𝐚𝐧𝐲 𝐲𝐞𝐚𝐫𝐬. 𝐈 𝐨𝐧𝐥𝐲 𝐢𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐜𝐫𝐞𝐚𝐭𝐞 𝐥𝐨𝐬𝐢𝐧𝐠 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐚𝐭 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐟𝐨𝐫 𝐭𝐚𝐱 𝐫𝐞𝐚𝐬𝐨𝐧𝐬. 𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐭𝐞𝐥𝐥 𝐲𝐨𝐮 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐩𝐡𝐨𝐭𝐨 𝐭𝐡𝐚𝐭 𝐢𝐭 𝐦𝐚𝐲 𝐧𝐨𝐭 𝐚𝐥𝐰𝐚𝐲𝐬 𝐦𝐚𝐤𝐞 𝐬𝐞𝐧𝐬𝐞 𝐚𝐧𝐝 𝐢𝐭 𝐦𝐚𝐲 𝐥𝐨𝐨𝐤 𝐚𝐬 𝐚 𝐥𝐨𝐬𝐬. 𝐈𝐟 𝐈 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐠𝐞𝐭 𝐫𝐢𝐝 𝐨𝐟 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐭𝐡𝐚𝐭 𝐈 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐨𝐰𝐧 𝐚𝐧𝐝 𝐢𝐭 𝐡𝐚𝐬 𝐟𝐚𝐥𝐥𝐞𝐧 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭𝐥𝐲, 𝐈 𝐭𝐫𝐲 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐨𝐧𝐞 𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐚𝐦𝐨𝐮𝐧𝐭 𝐨𝐟 𝐚𝐥𝐥 𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞𝐬 𝐦𝐚𝐝𝐞 𝐬𝐨 𝐟𝐚𝐫 𝐨𝐫 𝟑 𝐭𝐢𝐦𝐞𝐬 𝐡𝐢𝐠𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐬𝐢𝐳𝐞. 𝐖𝐢𝐭𝐡 𝐠𝐫𝐨𝐰𝐭𝐡, 𝐞𝐯𝐞𝐧 𝐢𝐟 𝐬𝐦𝐚𝐥𝐥, 𝐭𝐡𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐬 𝐦𝐨𝐫𝐞 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐚𝐧𝐝 𝐢𝐭 𝐢𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐭𝐨 𝐞𝐱𝐢𝐭 𝐭𝐡𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧, 𝐛𝐮𝐭 𝐢𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐚 𝐫𝐮𝐥𝐞 𝐭𝐡𝐚𝐭 𝐰𝐨𝐫𝐤𝐬 𝐨𝐧 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐚𝐧𝐝 𝐚𝐥𝐰𝐚𝐲𝐬. 𝐒𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐢𝐭 𝐭𝐚𝐤𝐞𝐬 𝐬𝐞𝐯𝐞𝐫𝐚𝐥 𝐲𝐞𝐚𝐫𝐬. $OXY (Occidental Petroleum Corp) $PBR.A (Petroleo Brasileiro ADR) $SPX500

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