config/memory/2026-03-18.md

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)