Starting the week buying more of $MSFT (-0.4%) , and I’m also thinking of adding $XDW0 (+1.3%) and $4GLD (-0.36%) but it’s up now around 7% and 4% on the market opening.
nothing, I just sit and wait with cash for bigger red numbers :) My portfolio is already correctly balanced and I'm UP 1.2% on the day. I don't think I need to disturb that... yet 🫣🤑
It is a complete sector bet that has worked in recent months. But the peak should have been reached here already. 2 years ago oil was dead (environment, due to Corona less travel, home office,...). Now it is totally in again due to the geopolitical situation. In 1 year, it can be completely sunk into oblivion again. Would be too much risk for me personally with relatively little growth potential.
