7Mon·

New purchase

Hapag Lloyd now in the portfolio and hopefully it will fall again a bit to buy more (complete the position).

16.01

Hapag Lloyd

Bought at €135.90

7 Comments

Charmin@Charmin

7Mon

I'll probably never understand posts like "I bought stock xy, but hope it falls further" ...

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Chris@1Chrischi1

7Mon

@Charmin either you hope it rises or you say that you will buy more if it continues to fall, but hoping that it will fall makes no sense to me at all 😃

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ThemenmitKopf@topicswithhead

7Mon

@Charmin well, I have a limit for a reasonable price and buy in tranches. If the share falls another 10%, the position is brought closer to the full amount. Is this actually called a regular savings plan?

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Charmin@Charmin

7Mon

@topicswithhead Maybe so. In any case, I have never "hoped" that a share will fall *after* I have bought it.

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ThemenmitKopf@topicswithhead

7Mon

Additionally bought Prosus after and Amundi is out for it.

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Memo0606@Memo0606

7Mon

@topicswithhead why prosus and the loyd? so what were your reasons for buying?

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ThemenmitKopf@topicswithhead

7Mon

@Memo0606 Prosus has crashed well after the Tencent fall and I usually buy from 10-15% down. Hapag Lloyd has a very interesting ROCE ROIC over the 3,5,10 year avergage and the Gemini merger is coming soon, which should generate good synergies in the long term. My DCF model has given a fair valuation at 130€, but it is constantly high again before the amount, so I am now getting in for the first time and filling the position again at 120€.

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