I've written it somewhere before: sit back and relax😁 Where possible, add quality at good prices. I am traditionally fully invested and now only invest for the long term. So DCA rules.🤷🏼♂️😂
@Aktienhauptmeister$WINA, $MEDI, $4063and $U96 are still missing from my portfolio for the target allocation.😉 So these are the stocks that I currently find most interesting.
If at some point the Iran mess is over and oil prices come back significantly, I'd be happy to add $AKRBP.
Otherwise, my portfolio's substitute bank is full to bursting and is monitored on the side. Some pharmaceutical and medtech stocks, mainly asset-light businesses under extended observation, some possible 1-to-1 replacement candidates just in case.😅🤷🏼♂️
@Get_Rich_or_Die_Tryin I have about 20% cash and am now waiting a bit and trying to slowly bring it into the market via savings plans. I have really suffered because I hold stocks like $PNG or $ONDS and they have fallen significantly
@Get_Rich_or_Die_Tryin$WINA was initially also on my watchlist for the build-up, but was sorted out because my watchlist otherwise reached to the moon 😂 but definitely a very good pick my best, maybe a candidate for the portfolio in the future but not at the moment
@capital_captain_2693 Holding cash is not the worst idea at the moment. Depending on the situation, you can react accordingly. It is currently very difficult to assess anyway
@capital_captain_2693 understandable. Over the last few months, I have gradually removed all high-risk gimmicks from the market. I have exited Ondas with a clear 3-digit percentage gain, all ex-miners that now invest in data centers, rare earths, etc.. Most positions positive, several 3-digit percentage positive. You pulled the ripcord in good time in any case 😅 But up and down was also already high before, so I feel for you.
@Get_Rich_or_Die_Tryin Yes, you have an advantage right now. The only thing I'm happy about right now is the call money account 😅. And the rest will be fine, I just have to invest in tranches and hopefully benefit from the recovery through lower purchase costs
