6Mon·
Portfolio Feedback

Hello everyone, I wanted to get in touch again to gather some food for thought about my portfolio.


My strategy is buy and hold. This means that the shares that are added to my portfolio from now on should remain there until there is a fundamental change in the company or a better alternative is found elsewhere.


What I am currently planning to do:

My two portfolio corpses, which are currently not tradable $LLL and $AVZ will be sold as soon as possible.


I will also receive a special payment soon, which should help my portfolio to become more stable.

This money will probably $V (-0.05%) and $LIN (+0.1%) flow.


Microsoft , Draftkings, TexasRoadhouse and Amazon will be further increased via a savings plan.


I will not reduce the share of $HIMS (-0.45%) will not be reduced. However, this will probably decrease over time due to further savings plan executions anyway.


As there should be a total of 15 shares in the portfolio at the end, I would be happy to receive further suggestions and ideas. Preferably from growth stocks that "always feel like they are rising" 😊


Thank you 👋



16Positions
€79,451.53
30.66%
8
3 Comments

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I really like your portfolio! It has some overlap with mine. My advice would be to drop PYPL, TXRH and your ETF's because don't expect great returns from them. If you're looking for more (cheap) growth stocks take a look at TMDX, MELI, APO, ONON, STNE, SQ, TSM, NVDA, BYD, LI and RKLB. (BTW I also had a decent position HIMS but was foolish enough to sell it just before last earnings)
1
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Do you consciously invest in tech? What strategy are you pursuing?
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