I am actually very satisfied with the performance of 8.90 % in January. In fact, I had been working very intensively on setting up a VV GmbH, as almost € 200,000 in unrealized profits had accumulated in the meantime, mainly thanks to the precious metal run in silver, platinum and the corresponding miners.
Now, as is well known, there was a massive sell-off and the problem was solved or at least postponed. Around 40 % of the income was realized through stop losses. 30 % are in the eternal hunting grounds (the money is not gone, someone else has it now) and 30 % are still unrealized.
I am more than happy that I have repeatedly taken partial profits and consistently hedged the majority.
Which also leads me to $BTC (+3,31 %) leads me to Since the 1st highs in June, I have repeatedly taken profits in tranches. Part of the profits were consistently taken by SL and cash was built up. Since the sell-off in December, I had virtually no Bitcoin in my portfolio. Due to the last sell-off, I bought in 3 tranches. And so I've been holding one Bitcoin since this week. I'm personally expecting new AZHs in the next 18 months. That would be a nice return.
I also firmly believe in commodities. Silver, gold, but also rare earths and uranium.
Many of my AI positions have been sold due to the correction. I took advantage of the current market weakness to get back in at a good price with savings plans.
Let's see what 2026 brings. I wish you all a lucky hand.
