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29. How I Ended Up in Finance Without Belonging There — My Story (Part 1)

Capital Economics Financial Freedom Financial Journey Hungary Investing Investing Psychology Life Strategy Long-Term Thinking Personal Finance Reality Reinvention Self-Education Story Wealth

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The Forint Verdict — What Hungary’s 2026 Election Means for Investors

Hungary just experienced a political earthquake. On April 12, 2026, Péter Magyar and his Tisza party secured a supermajority in parliament, ending 16 years of rule by Viktor Orbán. Markets reacted immediately. And the reaction tells us something important. Markets don’t vote — they price expectations The BUX Index surged to a record high, while the Hungarian forint strengthened significantly against both the euro and the dollar. Major Hungarian companies like: OTP Bank MOL Group Richter Gedeon Magyar Telekom all jumped between 2–5% in a single day. This wasn’t random optimism. It was repricing. Why investors are suddenly optimistic For years, Hungarian assets carried what’s called a “political risk premium.” That means investors demanded higher returns simply because: Policy was unpredictable Relations with the EU were strained Key funds were frozen Now, that risk is being reassessed. The new government is expected to: Restore stronger EU relations Unlock around €17 billion in frozen E...

3. I Rebalanced My Portfolio (April 2026) — Real Trades, 0 Tax, Full Breakdown

I Rebalanced My Portfolio (April 2026) — Real Trades, 0 Tax, Full Breakdown A real portfolio update with exact trades, tax optimization strategy, and how I’m restructuring for long-term growth. After restarting 7R4G Investments, I didn’t wait—I executed my first portfolio rebalance immediately. This wasn’t theory. This was a real shift in my investing strategy , with actual trades, tax optimization decisions, and a clear move toward a more structured, long-term portfolio. I reduced concentration, realized both gains and losses, and started building a foundation with ETFs and bonds. In this update, I’m sharing everything: the exact trades I made, how I legally reduced my taxable profit to 0 HUF , and how I’m restructuring my portfolio for sustainable growth. Where I started Portfolio value: ~3.58 million HUF Unrealized profit: +17% But the structure? Messy. Overweight Hungarian stocks Underweight global exposure Dead positions still sitting in the portfolio No real defensive layer So...

My Current Portfolio Allocation — Exact Breakdown (April 2026)

My Current Portfolio Allocation — Exact Breakdown (April 2026) After years of picking individual stocks, making mistakes, and recently executing a full rebalance, I finally have something I didn’t have before: a clear portfolio structure This is the exact allocation I’m running right now—based on real trades, real constraints, and a strategy that connects directly to my previous decisions and the broader macro environment, including Hungary’s post-election shift. Portfolio Snapshot (April 2026) Total portfolio: ~3,590,466 HUF --> 3,575,015 HUF Unrealized return: +17.50% --> 10.17% Allocation: Stocks: ~86.7% --> 77.3% ETFs: ~6.7% --> 10.1% Cash: ~6.6% --> 12.6% After: Before: The Reality: Still Transitioning Let’s be honest—this is not a finished portfolio . It’s a transition phase between: old decisions (stock-heavy, unstructured) new strategy (balanced, diversified, scalable) The current allocation reflects that. Core Positions (Hung...

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