GeoMacroInvest
Germania·Iscritto a ago 2026·Pubblico
CHECK MY STRATEGY LIVE:
https://www.wikifolio.com/de/de/w/wf00geomab
Systematic long-term investor tracking a 46% baseline return. Currently running a monthly cash dilution strategy to safely scale down our 24% ASML allocation into regional value hedges (SMFG, PKO) without selling a single share. Updated monthly.