Victor Pedersen @Miyoshi

Victor Pedersen@Miyoshi

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2025

2024

2023

2022

2021

2020

2019

103.3%0%-103.3%

回報（最近一年） 5.85%

2年回報 92.4%

平均風險評分（平均 7 日）

盈利週數 56.36%

@Miyoshi

丹麥

大約一個月前

Hi everyone, Sharing an early update thanks to the ongoing tariff situation. First off, I’m feeling confident about the recent volatility in my favorite growth stocks. Seeing 10 to 15 percent daily swings actually creates great trading opportunities. The market will recover eventually (timing unknown),... 顯示更多翻譯

@Miyoshi

丹麥

2個月前

已修改

Hi everyone, Markets are all over the place right now with the usual dose of negative sentiment, but progress on my end has been solid. Small-caps such as $IWM (Ishares Russell 2000 ETF) are down over 9% YTD, but we're holding up just fine. Instead of getting caught up in the daily drama around tariffs... 顯示更多翻譯

@Miyoshi

丹麥

3個月前

Hi everyone, A lot of investors are feeling uneasy right now, and for good reasons if their portfolios are loaded with speculative bets. But we’re in a strong position. Our portfolio is backed by better valuations, and on top of that, our two biggest risk factors, Unity and Roku, just delivered great... 顯示更多翻譯

@Miyoshi

丹麥

4個月前

已修改

Hi everyone, No portfolio earnings to report just yet, we will have to wait a few more days for the first one, followed by a busy schedule of earnings over the next four weeks. At the moment, there isn’t much to discuss. The buzz around DeepSeek and its impact on U.S. big tech stocks has dominated the... 顯示更多翻譯

@Miyoshi

丹麥

5個月前

已修改

Hi everyone, As we step into the new year, our portfolio stands at 89.3% equities and 10.7% bonds. The past couple of weeks have unfolded exceptionally well. While the recent dip in the portfolio may appear concerning at first glance, it was, in fact, a positive development. This temporary decline allowed... 顯示更多翻譯

@Miyoshi

丹麥

6個月前

已修改

Hi everyone, The recent election results have reinforced my conviction that small-cap stocks are the way forward. Reduced regulations and additional tax incentives are likely to drive domestic growth for small-cap businesses in the U.S. Currently, the portfolio’s two largest growth drivers are still... 顯示更多翻譯

@Miyoshi

丹麥

7個月前

已修改

Hello everyone, The current headline is “higher rates for longer.” I’m not entirely convinced by it, but it does create an opportunity to shift back from short-term government bonds into 20-year Treasury bonds. The yield on the 20-year Treasury is inching toward 5%, and if it reaches that level, I plan... 顯示更多翻譯

@Miyoshi

丹麥

8個月前

已修改

Hello everyone, We are making gradual progress. While it's not exactly a celebration for small-cap stocks, and the market remains cautious with its risk appetite, we are starting to see glimpses of what rate cuts combined with a solid economy can do for our largest positions. In fact, this past month... 顯示更多翻譯

@Miyoshi

丹麥

9個月前

已修改

Hi everyone, In my last update, I mentioned a shift toward small-cap stocks, and we have indeed seen that rotation occur. Although recession fears temporarily interrupted this trend, the market has since gradually recovered. During the recent market volatility, I took the opportunity to consistently... 顯示更多翻譯

@Miyoshi

丹麥

10個月前

已修改

Hi everyone, In June, U.S. inflation eased significantly, continuing a trend of slowing price increases. This sets the stage for the Federal Reserve to potentially cut interest rates by the end of the summer. The consumer price index, which measures the cost of goods and services, saw a slight decline... 顯示更多翻譯