12 lines
478 B
Markdown
12 lines
478 B
Markdown
# 2026-03-18 — Wednesday
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## Real Portfolio Trades (N26)
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- **SOLD** ~$400 of PICK (Mining ETF) @ ~$56.58
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- **BOUGHT** ~€400 of EXH1.DE (iShares STOXX Europe 600 Oil & Gas) @ ~€33.63
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- Reason: Rotate from flat mining into energy — Hormuz crisis play (20% global supply offline)
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## Real Portfolio Holdings (after trades)
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- RHM.DE (Rheinmetall) — HOLD
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- DFNS (VanEck Defense) — HOLD
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- PICK — reduced position (~60-65% remaining)
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- EXH1.DE — new position (~€400)
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