Performance review 6M 2026 – Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup

In the first 6 months of 2026, the Value & Opportunity portfolio gained +8,1% (including dividends, no taxes) against a gain of +6,2% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices). Links to previous Performance reviews can be found on the Performance Page of the blog. Performance review: As mentioned in the