1D·

Weekly update

This week, we have once again included some titles in our simulation game. At the suggestion of @serkeftin to prepare for Donald Trump's tariff announcements and have reduced our call money position and added short warrants with a 4 - 5 leverage for $VOW (-4.94%) , $MBG (-2.59%) , $P911 (+0.06%) , $BMW (-2.73%) . We are hoping for good returns with a higher risk in a short period of one week.


Do you have any comments or suggestions for the coming weeks?

37Positions
€962,427.14
4.11%
3
6 Comments

And really the one over VW did very well already. I think Trade Republic doesn't offer me hedged positions over it, unfortunately, but there are many other car brands that will be hit. I don't think $BMW or $STLAM will do better and if we really turn into a bearish market then most of the biggest brands will suffer in many sectors, specially the Nasdaq.
This tariff war can end very badly, we'll see...
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Better buy real estate for the money
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@CitiBank Yield? Tax in Germany? Tenant trouble? Accessibility?
Nothing in favor
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@CitiBank You mean planned real estate? 😉
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@CitiBank It's about a business game 🙃
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@CitiBank That's not always so chic either, especially not when landlord-unfriendly laws are constantly being introduced 🙈
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