2Wk·

My current low performers

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These shares are currently in the red for me. I'm wondering whether I should sell these shares or buy more. With $NKE (-6.85%) and $PLUG (+9.5%) I am pretty sure that I will sell these shares as soon as they recover somewhat. With $AMD (-0.35%) as a semiconductor company, I can imagine that it will play a major role in the future and I am therefore toying with the idea of increasing my position in $AMD (-0.35%) to increase my position. With $MC (-0.25%) however, I am absolutely unsure whether I should increase or sell my position. I would therefore like your opinion on this. What would you do if you were in my position?

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In any case, don't write until something might possibly develop better at some point and then possibly not sell after all because potential increases could be expected. Sorry for the introduction, had to be. 😇 Hopefully you've thought about why you bought the shares. What happened fundamentally that they didn't perform as well as they did, what time period are we talking about? If you are still convinced of the companies based on your research, then hold them. If it no longer fits then get out, immediately. Plug Power would be my first candidate anyway
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You can find the answer here: #fehlkauf
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What is your strategy behind this? I would keep Nike, increase lvmh.
Sell AMD and Plug, as they don't fit my strategy (I wouldn't have bought them in the first place)
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What would you do with the money from the shares you sold? Do you have an interesting stock on your watchlist and would it immediately outperform your low performers? Then reallocate immediately. Why wait when you can earn more money with other investments. Losses hurt. But they won't be your last. Realized losses fill your loss offset pot. This can help you to make future profits tax-free. So there's another good thing about it.
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AMD is a good long-term investment, but as I said long-term, at the moment the share price is falling and it will not recover so quickly. LVMH is suffering from weak demand, but will also improve in the long term (demand for luxury goods always floats with the economy).
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When making decisions, it is essential to look at the fundamental figures beforehand.
And in line with the chart.
Buy more Amd
Amd falls further - sell signal coming soon
$MC keep. Or buy more. Take a look at the long-term chart since the beginning of 1990, if you have access to it. After that, you won't have any more questions about $MC.
What is happening now is nothing more than a twitch in a straight line that will soon no longer be visible. The Chinese are converting the economic aid just announced by the Chinese central bank one-to-one into luxury products😁.
Luxury is much less cyclical than many other sectors.
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