1Mon·

Will be reallocated to EM ETF. Limit order already created.


Next individual share from the portfolio...

20.09
Alibaba ADR logo
Sold x10 at €79.90
€799.00
5.65%
8
14 Comments

My opinion on this: Alibaba is so broadly positioned that it is practically already an ETF. Now that the wind is changing, Alibaba could be a strong driver in the portfolio.
Of course, your decision is also linked to your personal risk strategy, which is why there is nothing to criticize. With EM, I think you are betting on the right market at the present time
6
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Well, sold too early ... the fact that China had to change its monetary policy had been clear for a long time, it was only a question of when ... I would assume that Baba will now pick up strongly - today's 5% is already a start
2
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you were in a bit of a hurry ^^
2
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Out with the China scrap
1
Take comfort, I also sold $NVDA at exactly the wrong time. Plus 25% this week is really bad timing if you really sold 🙈
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