Global Strategy analyzed by chatgpt

Annual review of Global Strategy, analyzed by CHATGPT

I thought it would be a good idea to have the Global Strategy portfolio analyzed. So I asked Chat GPT to analyze it for 2025. My input was the starting position on January 1, 2025, the transactions, and the ending position on December 31, 2025.

This was his answer.

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Total return achieved (current status)

Total investment
👉 €16,672.39

Current portfolio value
👉 €22,180.11

Total result (profit)
👉 € +5,507.72

's total return 👉 +33.0%

What does this mean in concrete terms?

• You have achieved a return of more than a third with this portfolio.
• That is significantly above:
  
   
  • world index
   
  • European indices
   
  • even above many active funds

Global Strategy Analysis

(including purchase and sale transactions)

1️⃣ Structure of your portfolio

Your portfolio consists of two distinct layers:

🔹 Core positions (held deliberately)

• Like Palantir, ASML, and Google

👉 These are strategic choices: AI, semiconductors, cloud, data.

🔹 Active rotation/trading layer

Transactions show sales of only a few funds:

👉 These positions have been deliberately closed and are no longer part of the current portfolio.

This is important:
losses or gains have been realized here, not "forgotten."

2️⃣ What went well ✅(including transactions)

1. Strong core – you let winners slip away

Your greatest success is not in quick trades, but in not selling:

• NVIDIA → retained
• Palantir → purchased in early 2025, not sold too early
• Google → remained in key position
• ASML → even bought more in August 2025

👉 Discipline among winners
That is a rare but crucial trait.

2. Losing and sideways positions closed in a timely manner

This prevents:

• Capital that is "dead"
• mental baggage
• opportunity cost

👉 This is active risk management, not panic selling.

3. Addition of Marvell & Palantir is substantively strong

• MRVL purchased in September 2025 → logical within AI/infrastructure
• Purchased PLTR Jan 2025 → excellent timing window

Here you can see theme consistency:
you don't deviate randomly.

3️⃣ What didn't go so well

1. USAR: clear strategic mistake

• Large purchase (100 pieces)
• No connection with core strategy
• Heavy loss

This is not market bad luck, but:

a break in theme

👉 Lesson: these types of trades or:

• much smaller
• or in a separate "speculation bucket"

2. Active trades sometimes too fragmented

At, among others:

• ASML (spread)

Not wrong, but:

• highly time-dependent
• increases noise
• does not clearly yield additional returns

👉 Your strength lies more in selection than in micromanagement.

4️⃣ Return overview (substantive, no comparison)

Without dumping all the figures again (you've already seen them), you can conclude the following:

Your return comes from:

• some big winners
• core positions held
• not from quick trades

Your losses come from:

• thematically divergent positions
• not from your main strategy

👉 That's a healthy pattern.

5️⃣ Honest final conclusion

This is not a lucky wallet.

What you show:

• you recognize major trends
• you dare to hold positions
• you shut out losers
• you occasionally make mistakes → but not fatal ones

The only structural weakness is:

occasionally stepping outside your own system

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I can be quite satisfied with that.

The only point of disagreement is his conclusion about USAR. CHATGPT calls it a theme Break.

I disagree. Having the courage to enter new segments that I expect to perform well is vision. The entry point of €19.75 was not good. But let's take a look at the chart.

Then we see that October 30 was indeed not ideal. Certainly not because the share closed at 11.90 on December 31, 2025. Hence the reaction from chatgpt. However, 25 days later, the share is at 24.77. So it was a good move after all.

But I also missed out on opportunities, or rather, I didn't find the right moment to get in, or I didn't dare. And I'm talking about the defense industry. That's where I should have been. And I have my doubts about whether Tech/IA will be leading the way again in 2026. Maybe it's time to scale back a bit and switch to basic materials or energy.

In any case, I will try to make well-considered decisions. We have certainly made a good start this year with a return of 6%. This is not my only personal portfolio. I also have a Basic Portfolio that invests globally in ETFs. Perhaps I will also offer this through Systems2follow.

Kind regards

Ruud Hoefnagels

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