11Mon·

Here is a new update

Strong increase of + 1.7 percent compared to the previous week

10.7 percent since the beginning of the year


Gold and Bitcoin are both doing well, I have reduced both large positions a little today due to the very stable economy in America.

-Bitcoin/Barrick Gold

$ABX (-0.81%)
$BTC (+0.12%)


You can see that the general mood is very good, hot stocks are also being gambled more.

I have here $AI (-0.99%) and $TDOC (-1.2%) I'm taking the small Fomo wave with me for the time being.


GDP in America was over 5 percent in the last quarter and the economy is extremely strong.

Although there are signs that growth is slowing, we are a long way from a recession.


I am now playing the interest rate stagnation theme with Realty Income, $O (+0.43%) At the moment, inflation is also continuing to fall in Europe, which is currently pushing up interest rate-sensitive stocks such as $VNA (-2.11%) /Vonovia and Co.


You should also look at cyclical stocks such as $BA (-3.06%) -Boeing or $AIR (-1.39%) -Airbus, which are currently safe investments.


https://www.wikifolio.com/de/de/w/wf66zzzzzz



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I would sell C3 and teladoc directly - they have no place in a good portfolio
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