Mastodawn

I'm trying to get infos about a motherboard from AMI (ami.com) that I purchcased recently (it powers a used NAS box, about 3-4 years old). A search on their website with the exact product no. gives no results. So Im filling out the contact form, but: "Please enter a different email address. This form does not accept addresses from posteo.de."
What?! Are they kidding? I'll never ever buy a product of this evil company again and you shouldn't, too!

Walter von Entferndt 4d ago

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Walter von Entferndt Jan 29

#markets #stockmarket
Portfolio "€AT THE R¥¢H" weekly #investment in #ETF.
Numbers are % of monthly, sum > 100%: from cash reserve
ESG for corporates & distributing ETF prefered

Bonds, foreign currencies hedged except (!)
5% € Floater
10% Global corporates
10% € Corp interest rate hedged
5% € Corp
5% € HY
5% $ HY
9% € Govies
5% Japan Govies unhedged!
5% Global Linker
5% € Govies 1-3Y
5% € Corp 0-3Y
40% $ EM Govies quality-weighted

Walter von Entferndt Jan 29

#markets #stockmarket
Portfolio "€AT THE R¥¢H" weekly #investment in #ETF.
Numbers are % of monthly, sum > 100%: from cash reserve
ESG for corporates & distributing ETF prefered

Stocks
4% UK
5% US "pure" Value
4% Global "pure" Value
10% REE Miners

Bonds: see next Tröt

Commodities
30% Strategic (energy transition) metals

Walter von Entferndt Jan 28

#markets #stockmarket
Portfolio "€AT THE R¥¢H" #investment in #ETF

I sold "Short USD Long EUR 5x daily leveraged" with a nice gain of +11.3% (IRR +73.4% p.a.) after transaction costs.

Walter von Entferndt Jan 22

#markets #stockmarket #investment

valuation of regional broad stock markets and 2Y-EPS growth forecast

Source: LSEG/FTSE Global Wealth Research, quarterly report, Jan 2025

Walter von Entferndt Jan 22

RE: https://zirk.us/@ChrisMayLA6/115941087367322470

#markets #stockmarket #investment

UK stocks have the 2nd-best 2-year earnings growth forecast among developed global regions according to the latest quarterly report of the Global Wealth Research from LSEG/FTSE. Plus, they are less expensive than most others (except APACxJ).

So there's no need to worry!
Picture: see next tröt

Walter von Entferndt Jan 22

#markets #stockmarket
Portfolio "€AT THE R¥¢H" weekly #investment in #ETF & single stocks (*) on wednesday.
Numbers are % of monthly, sum > 100%: use cash reserve
ESG for corporates & distributing ETF prefered

Stocks
4% * Orsted

Bonds, foreign currencies hedged
5% € Floater
5% Global Linker
5% Global Corporates
5% € Corp. Interest Rate hedged

Commodities
30% Strategic (Energy Transition) Metals, hedged

Asset Allocation
51% stocks
20% bonds
15% commodities
3% futures
1% real estate
10% cash

Walter von Entferndt Jan 14

Erik Jonker Jan 14

This is fascism. The immunity part is chilling.
source: https://x.com/DHSgov/status/2011213308968538361
#Trump #DHS #ICE #immunity #fascism #geopolitics @geopolitics

Walter von Entferndt Jan 14

#markets #stockmarket
Portfolio "€AT THE R¥¢H" today's weekly #investment in #ETF
Numbers are % of monthly, sum < 100%: save cash reserve
ESG for corporates & distributing ETF prefered

Stocks: previous Tröt

Bonds, foreign currencies hedged
5% € Floater
5% Global Corporates
5% € Corp. Interest Rate hedged
5% US Treasuries
5% Global Linker
5% $ EM quality weighted

Commodities
30% Strategic (Energy Transition) Metals, hedged

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