Peer Tesdorpf
Peer Tesdorpf @PeerInvests

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15.36%2026
2026
19.71%2025
2025
36.75%2024
2024
28.89%2023
2023
-23.91%2022
2022
36.8%0%-36.8%
Peer Tesdorpf
𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲 📊 July was another challenging month for our portfolio, driven by a sharp rotation away from AI-related and high-growth technology stocks. After a strong AI rally over the past years, investors became more cautious, taking profits and reassessing valuations across the... 顯示更多 翻譯
Peer Tesdorpf
𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲 📊 June was a challenging month for our portfolio, ending slightly negative. The broader macro environment remained difficult, putting pressure on many growth and technology stocks. 1️⃣ 𝗠𝗮𝗰𝗿𝗼 𝗵𝗲𝗮𝗱𝘄𝗶𝗻𝗱𝘀 🌍 Market sentiment stayed cautious, and several of... 顯示更多 翻譯
Peer Tesdorpf
𝗧𝗲𝘀𝗹𝗮 (𝗧𝗦𝗟𝗔) — 𝗪𝗵𝘆 𝘄𝗲 𝗼𝘄𝗻 𝗶𝘁 🚀 Tesla is not just an automotive company. We see it as a technology + manufacturing + AI platform with multiple long-term growth drivers. 1️⃣ 𝗘𝗩 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 🚗⚡ EV adoption is still in an early phase globally. Tesla benefits from scale, brand... 顯示更多 翻譯
Peer Tesdorpf
𝗠𝗮𝘆 𝟮𝟬𝟮𝟲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 📈⚡ May was marked by a very strong rally, driven by improving risk sentiment, momentum in growth stocks, and continued easing of geopolitical fears. Markets moved aggressively higher and many indices reached new short-term highs. Today we saw a sharp pullback,... 顯示更多 翻譯
Peer Tesdorpf
𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗖𝗲𝗮𝘀𝗲𝗳𝗶𝗿𝗲 𝗥𝗲𝗹𝗶𝗲𝗳 📈🕊️ Markets reacted strongly after the announcement of a two-week ceasefire between the U.S. and Iran. Risk sentiment improved quickly, and global equities moved higher, supported by easing geopolitical tension and a pullback in oil prices. 1️⃣... 顯示更多 翻譯
Peer Tesdorpf
𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 📈 March was a challenging month for markets. Geopolitical tensions following the U.S. attack on Iran created significant uncertainty, and rising oil prices added extra pressure. Short-term volatility was high, and many sectors experienced sharp swings. Despite... 顯示更多 翻譯
Peer Tesdorpf
@KarlRanseyer Hallo Andreas, danke für dein Vertrauen in meine Investment-Strategie. Freundliche Grüße, Peer 翻譯
不構成投資建議。作者可能在所提及的金融工具中具有財務利益。
Peer Tesdorpf
@Save4Retirement Thank you very much for your trust during these volatile and hectic times. Best wishes, Peer 翻譯
不構成投資建議。作者可能在所提及的金融工具中具有財務利益。
Peer Tesdorpf
𝗕𝗮𝗶𝗱𝘂 (𝗕𝗜𝗗𝗨) — 𝗪𝗵𝘆 𝘄𝗲 𝗶𝗻𝘃𝗲𝘀𝘁 𝗮𝗻𝗱 𝘄𝗵𝘆 𝘄𝗲 𝘀𝗲𝗲 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 🤖📈 Baidu is often called “the Google of China”, but we see it as much more than that. Baidu is a core AI and technology platform with exposure to several strategic growth areas in China. 1️⃣... 顯示更多 翻譯
Peer Tesdorpf
$INTC (Intel) $TSLA (Tesla Motors, Inc.) time to buy $NSDQ100 $SPX500 $BTC 翻譯
不構成投資建議。作者可能在所提及的金融工具中具有財務利益。

關於 Peer Tesdorpf
德國
策略: 價值策略

Hybrid long-term and short-term value investing approach focused on undervalued companies
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