1Lun·

My dear ones "Happy Easter"

#grueneostern

Euphoric due to the small and short rally after the Trump election. I envisioned a different scenario for the year 2025 than we have now...


And contrary to all the crash prophets, I expected a positive US market at the beginning of the year. That's why I stupidly made another good investment at the end of the year. And logically, these stocks are now all down sharply. And have very quickly reduced the good overall performance I had achieved over the years to plus/minus/zero.


Incidentally, I only started investing again in 2023 after a long break. $GFT (-2,94 %) GFT is the only stock from older days.


CONCLUSION

- You're always smarter afterwards


- @Epi I would now say, why didn't you reallocate early enough? My opinion here was and remains that selling in panic is also not sensible. And as a small investor, you're usually too late anyway.


- Everyone actually knew that the US market had done far too well and was overheated.


- and Trump always announced the tariffs during the election campaign. So now he's doing things that don't come out of the blue.


- Nevertheless, I remain optimistic and have already bought a few more positions.

Because everyone knows that the "Orange Man" is a deal maker. He probably loves his country more than any other president. Otherwise his motto would not be "MAKE AMERICA GREAT AGAIN".

And that's why I believe that agreements will soon be reached.


- History shows us that things will continue to go up in the long term.


My dears, it pays to persevere. This is shown by the green side #grueneostern of my portfolio, which tends to hold my long-term stocks


$LTMC (+0,78 %) Lottomatica is a new investment, but one that is not affected by tariffs and has developed positively as a result. So it's also worth keeping an eye out for stocks that won't be dragged down by the "Orange Man".

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34 Comentarios

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Why didn't you restructure early enough? 😅

No, you're one of the longer-term investors. It was more the macro and momentum investors who reallocated.

I would rather ask you why you don't diversify your strategies?
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Ver todas las 25 respuestas adicionales
Well, 24 was just too good, 25 was the setback. In the long term, you shouldn't just diversify with equities and anyone who has just started investing will be in the red. It happens, you have to get through it. With a daily allowance or a pillow you would always be in the red! I think many people forget that.

But I don't see the problem in the long term, it will recover. As long as you don't sell bluntly now and don't have any speculative individual companies. But I think it's a good lesson for those who only ever know "upwards". My boring ETF portfolio, which I built up in 2008, is also in the red; if that were my only item, I would probably be annoyed too. But the gold price is going up instead. So am I in the red? Nope. If I were better off, I would have put everything into worlds of ifs. Sure! That's why I'm annoyed: Nope.
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Like you, I'm staying relaxed and using the prices to buy bit by bit.

Nevertheless: Here, take a few coins to ease your suffering.
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@Charmin
My dear, especially on a day like today. And the Orange Man greets you every day.
The coins are a good consolation.
Thank you my dear
It's super green 🫡👍
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@Nobody_123
But also a lot of red 🙈😭
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@Tenbagger2024 naaaaaaaaaaaaaaaaaaa come on... everything is still within reason
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@Nobody_123
Just want to hope for a quick recovery
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@Tenbagger2024 Trump will also end at some point
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