Dear Clients, Friends and Partners of Das Family Office,

 

Please find the supporting video for our quarterly 'Reflections.'
As the video was taken just before the announcement of the 'Liberation Tariffs', it may be slightly out of tune with the events of recent days.

That said, we're highlighting the importance of buying assets at the right valuations, which is relevant regarding of whichever mood global politicians may find themselves in...

Now that Trump has 'blinked' we know that he's still dependent on the wellbeing of American billionaires, which is good news for us as investors.

Going forward, it's probably right to assume that the rollercoaster ride will continue, hence it's of utmost importance to take a close look at valuations and probably apply a discount factor for uncertainty.

Only if these metrics look attractive, investments in both stocks and bonds should be considered.

It may also be beneficial to hold a certain amount of dry powder for opportunistic purchases.

Our skyscraper charts on pages 10-12 of the attached 'Reflections' can lead the way.

Ignore the noise and maintain valuation discipline!

In addition, find our quarterly report 'Reflections' :

Please take a look at an abundance of information and specific details on how you can build a portfolio that works!

Don't let market volatility impress you, stay the course!

https://www.youtube.com/watch?v=PKv1bisms0I