Top wikifolio Growth_Inflation_Seasons NicosDan -1,8 % seit Beginn -21,9 % 1 Jahr TOP WIKIFOLIO TRADE Kauf 29.12.2025 um 22:02 DRAGANFLY INC. CA26142Q3044 Kurs (EUR) 6,100 <0,1 % Letzte Aktivität Growth_Inflation_Seasons Rebalacing by reducing exposure to Energy sector in favour of Natural gas. The strategy remains intact, with commodities leading as well as crypto, which should have completed the accumulation phase, expected to rallly hard till end of the year. Even if interest rates won't be cut in June, personally I see most likely in September, QT conditions are eased thus propelling speculative assets.
Growth_Inflation_Seasons Rebalacing by reducing exposure to Energy sector in favour of Natural gas. The strategy remains intact, with commodities leading as well as crypto, which should have completed the accumulation phase, expected to rallly hard till end of the year. Even if interest rates won't be cut in June, personally I see most likely in September, QT conditions are eased thus propelling speculative assets.