After an exceptionally strong April with a return of +23.33%, Global Strategy managed to post another impressive result in May. The portfolio was up +17.10% this month, again significantly outperforming most global equity indices.
Whereas April was driven by a strong rebound in technology and AI stocks, we saw this trend continue in May. The portfolio again benefited from strong demand for companies operating within artificial intelligence, semiconductors, cloud infrastructure and data-driven technology.
The absolute outlier of the month was again AMD. The stock benefited from continued investment in AI infrastructure, contributing over $1,500 within the portfolio. Marvell Technology (MRVL) also had an excellent month, adding more than $600 to earnings.
In addition to these two big winners, ASML and Nvidia also made significant contributions. Both companies are among the major players within the global semiconductor sector and continue to benefit from the huge investments currently taking place in AI data centers and advanced chip technology.
Software and AI-related companies also did well. ServiceNow rebounded strongly after the weak month of April and turned out to be one of the bigger risers within the portfolio. Palantir also benefited from continued interest in AI applications and data platforms.
During the month, partial profits were also taken on some stocks. Main reason is that the value of the portfolio again exceeded 25,000 euros. again this month I had to sell for 3 to 4000 euros so that new followers can participate again with 25,000 starting capital. However, I did expand the position in MongoDB a little bit. This company plays an important role within modern database technology and indirectly benefits from the growing demand for AI and cloud solutions. The new position made an immediate positive contribution to the monthly result.
Although the markets have now surged, the underlying trends remain unchanged in strength. Technology companies worldwide are investing billions in AI, cloud infrastructure and data centers. This wave of investment continues to drive many of the companies in which the portfolio is invested.
At the same time, caution remains in order. Interim corrections or profit-taking can always occur after two exceptionally strong months. Therefore, risk management remains an important part of the strategy. Partially skimming profits and repositioning capital toward new opportunities remains essential in this regard.
In summary, May was another excellent month for Global Strategy. By sticking to the main growth trends of the moment and applying active portfolio management, a result was once again achieved that was clearly above market returns.
Result 2026: +37.02%
For your information:
In May, I launched my 2nd and 3rd systems. namely:
Global AI & Automation Strategy, and
In case you are interested, you can read about the approach of both portfolios there.
Finally, I will be giving a Webinar this month, with my son Simeon Hoefnagels.
Kind regards,
Ruud Hoefnagels