6Mon·

My biggest additional purchase this month. I doubled my position with 2 tranches. The quarterly figures are due on Wednesday. If Paycom exceeds expectations again, I see a recovery to €220 as realistic.


Other additional purchases this month also include $PDX (+0.22%)
$UNH (-0.76%)
$DE (+2.16%)
$LIN (+0.69%) and $6367 (-0.35%)


In total, reserves amounting to around 2-3 net monthly salaries have been spent, including savings plans. In May, I will continue to move aggressively into the market and further reduce my considerable cash position before slowing down my investment pace towards the summer.


Nevertheless, always remember: time in the market beats market timing ⏱️ I may be buying too high now, but I also intend to stay in for a LONG time. In many positions even forever.

24.04
Paycom Software logo
Bought x4 at €173.70
€694.80
5
3 Comments

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Incidentally, the purchase was a disaster. I then got out again with a stop loss €20 lower.
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