# 2026-03-18 — Wednesday

## Real Portfolio Trades (N26)
- **SOLD** ~$400 of PICK (Mining ETF) @ ~$56.58
- **BOUGHT** ~€400 of EXH1.DE (iShares STOXX Europe 600 Oil & Gas) @ ~€33.63
- Reason: Rotate from flat mining into energy — Hormuz crisis play (20% global supply offline)

## Real Portfolio Holdings (after trades)
- RHM.DE (Rheinmetall) — HOLD
- DFNS (VanEck Defense) — HOLD
- PICK — reduced position (~60-65% remaining)
- EXH1.DE — new position (~€400)