Ingvar Rueckemann
Ingvar Rueckemann @ingruc

Resultat
Alla

10.86%2026
2026
34.89%2025
2025
4.32%2024
2024
16.49%2023
2023
8.70%2022
2022
22.58%2021
2021
20.84%2020
2020
34.9%0%-34.9%
Ingvar Rueckemann
September is over. The portfolio pulled back from its all-time highs at the end of August. That does happen, and is not a concern for me. Quite the opposite, I used the month to work down the cash pile from 17% to 6%! Positions we previously did not have in the portfolio are $ADBE (Adobe Systems Inc)... Visa mer Översätt
Ingvar Rueckemann
September is over. The portfolio pulled back from its all-time highs at the end of August. That does happen, and is not a concern for me. Quite the opposite, I used the month to work down the cash pile from 17% to 6%! New positions which we previously did not have in the portfolio are $ADBE (Adobe... Visa mer Översätt
Ingvar Rueckemann
🧐 $1 trillion more in interest, every year. That’s how much the G7 countries would have to pay extra just on the currently outstanding debt, if they had to refinance it all at current levels. This is why governments watch their bond yields so closely. 📈💰 In absolute terms the problem is biggest... Visa mer Översätt
Ingvar Rueckemann
3 days, 70 investment ideas. That’s the setup of FatAlpha Value, an invitation-only event for value investors who then pitch their stock ideas to each other. Very happy that I got to attend once again and pitch my idea $PRX.NV (Prosus NV) ! It is an incredible forum to learn from and to develop further... Visa mer Översätt
Ingvar Rueckemann
🤔 What's going on in the bond market - and why do stock markets not really care? I mentioned this topic in earlier posts, and it has intensified this week: Bond yields are rising around the world, most notably for the largest debtor in the world, the United States. 📈 The important US-10-Year... Visa mer Översätt
Ingvar Rueckemann
📈 August Performance Report Dear copiers, After an exceptional July (+11%) August delivered further returns (+3.8%). YTD the portfolio now stands at +16.3%. ✅ That is worth pointing out: Almost the entire return in 2026 so far came from just 2 months! This is not at all unusual, and serves as a timely... Visa mer Översätt
Ingvar Rueckemann
Dear copiers, September is at our doorstep - and with it a period that often turns out to be a little volatile. 🎢 If for nothing else but the fact that most asset managers are back in the office and start shuffling portfolios around - either to correct for whatever happened during summer, or to position... Visa mer Översätt
Ingvar Rueckemann
Good month for the portfolio! 🚀 ✅ 2 new all-time highs this week ✅ Back at double-digit returns YTD Barring any major surprises today, July will close out as one of the best months in the history of the portfolio. The previous all-time-high was reached on 01 June, similar to $SPX500 and $NSDQ100,... Visa mer Översätt

Om Ingvar Rueckemann
Sverige
Strategi: Värde

💵 Profitable 🔁Consistent 🤝Reliable. 🌟 5/5 years in profit | 20% p.a. 📜 CISI-certified
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