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16.22%2026
2026
32.09%2025
2025
29.46%2024
2024
28.26%2023
2023
-21.39%2022
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-7.64%2021
2021
32.1%0%-32.1%
Wessel Vleut
How Analyst Price Targets Work You have seen the headline. Bank raises target on Company X to 150 USD. The stock jumps. But where does that number come from, and why does the market care so much about it? Here is the process in plain language. Step 1: The analyst builds a model A sell side analyst... Xem thêm Dịch
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Untill the story changes
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Wessel Vleut
Why I Bought Robinhood (And Why Prediction Markets Are Underpriced) Every so often a company builds a new business in plain sight while the market keeps paying for the old one. That's where Robinhood sits, and why I bought. What $HOOD (Robinhood Markets Inc.) is now Robinhood used to be one thing:... Xem thêm Dịch
Wessel Vleut
Selling a Winner, Buying the Unloved: My Last Four Trades People ask me more about my sells than my buys, so let's start with a sell I'm glad I made. Nebius: bought at 150, sold at 290 I bought $NBIS.US (Nebius Group N.V.) because it was cheap relative to what it was building. I sold it because... Xem thêm Dịch
Why I bought or sold a stock
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Monthly portfolio updates
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Macro, where we're heading
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Wessel Vleut
Welcome, and thank you To everyone who has started copying me over the past weeks: thank you. Putting your own money behind someone else's decisions is a real show of trust, and I don't take it lightly. I'll try to earn it the boring way, by being consistent and by explaining what I do rather... Xem thêm Dịch
Wessel Vleut
Why I'm Buying Zeta Global (And Why Wall Street Still Sees It Wrong) Every once in a while, the market puts a label on a company and refuses to update it. Zeta Global is, in my view, one of those cases - and that's exactly where the opportunity sits. The simple version of what $ZETA.US (Zeta... Xem thêm Dịch
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Wessel Vleut
Why Investing is a Marathon, Not a Sprint: My Portfolio Analysis Investing is often framed as a "get-rich-quick" scheme, but if you look at my performance over the past few years, you will see the reality: investing is a process of trial, error, and, most importantly, sticking to a disciplined... Xem thêm Dịch
I focus on long-term gains.
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I pick quality companies
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I buy the market dips
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I stay ahead of the crowd
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Wessel Vleut
The Beijing Summit Trump, Xi, and the 1 Trillion Dollar Flight This week, the world watched closely as Donald Trump wrapped up his state visit with Xi Jinping in Beijing. Trump described the meetings as unforgettable and world-renowned, while Chinese state media called it a historic landmark. While... Xem thêm Dịch
Wessel Vleut
The Power of Patience and a Clear Vision As an investor, it is often said that time in the market beats timing the market. For me, that sentiment has truly resonated since I began investing more seriously in 2023. My latest portfolio update reinforces a core belief: a disciplined, long-term strategy,... Xem thêm Dịch
Staying the course (HODL) 💎
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Buying the dip 📉
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Rebalancing to defence sector
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Watching from the sidelines 👀
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Wessel Vleut
📈 Portfolio Update: Why Market Fear is SoFi’s (SOFI) Best Friend Performance: YTD: -4.8% 2025: + 32.1% 2024: + 29.6% The markets have been incredibly volatile lately. Headlines are dominated by uncertainty, and "Fear" is the prevailing sentiment. For many, this is a signal to retreat.... Xem thêm Dịch
Wessel Vleut
Performance: YTD: + 5,3% 6M: + 20,5% 1Y: + 39,7% Portfolio Update: Why I Added Adobe & ServiceNow Recently, a lot of investors are worried that AI will replace large software companies. That fear has pushed down the prices of several high-quality businesses, even though their fundamentals remain... Xem thêm Dịch

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Diversified approach, strategically targeting technology, consumer goods, and ETFs.
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