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Thoughts and questions about my Deep seek Depot with German Neo Brocker

Aloha

this portfolio is very good. brand new. Only bought most of the positions a few weeks ago. Deep seek helped with the creation but I made some mistakes myself. For example Atom ETF was own idea and also many single stocks.

Should I $NUKL (-2.64%) sell immediately or wait a few months?

What to do with $MCD (+0.5%) keep to profit from my own consumption or get out?

Get out of Mercedes, BMW and Porsches and only invest in $VOW3 (+1.32%) only?

Home Depot and Waste Management out because they are $VUSA (-1.13%) included ?

$KO (+2.3%) out because no excess return?

this Diageo $DGE (+2.85%) catastrophe! i wanted to profit from social stupidity but more and more in the red since many months? Buy more DGE or sell immediately?

$SHEL (-1.69%) bought because of lotus blossom, brings luck for depot

Bye

81Positions

9.51%

7 Comments

Paul@paul_finesse_

In general, you enter stocks with an informed background... be it for a long-term investment or a short/medium-term gamble. Now you ask how you should proceed with some stocks and expect answers on how you should act. But I notice here that you are probably asking people for opinions on what they would do as the main indicator. That can work well, but it doesn't really show a clear strategy as to what your investments were or are about. Personally, you should do your own research and form your own opinion on how you would trade which stocks. The opinions here can be included as an additional factor... but at the moment it seems to me that you are hoping to find an answer here as to how you should proceed. It's not meant in a bad way and should only serve as food for thought for future investments.

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Felix W.@Felix2022

81 positions, many of which are ETFs. Which also overlap in many areas. Then individual stocks that are already included in the ETFs? You can do that if you want to weight a certain area more heavily. However, the size of the individual stocks does not suggest this. Unfortunately, your portfolio has no strategy that I can see and is strongly outperformed by all the larger ETFs. I think keep it simple is a very apt statement when you look at it. In addition, your sales with holding periods of 20 days do not show that you are well informed and confident.

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Moritz@MoKi28

Why do you need so many ETF's?

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Jun@Ji_hyun

@MoKi28 because I am soooo wealthy

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wasi@wasi

@Ji_hyun show the values!

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Kai@Dividenden-Sammler

What does deep seek say if you have already asked it to put it together? And why sell if it is very good?
And only bought and now already selling positions again? I now strongly doubt what is supposed to be very good about it without having looked at the portfolio.
Diagnosis in the red for many months? How is that possible if you only bought a few weeks ago?

The whole thing seems to me as if the text was also written by Deep seek, which brings me to the conclusion... Hands off the Chinese AI.

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Jun@Ji_hyun

@Dividenden-Sammler deep seek only partly responsible, a few mistakes made by myself. especially with individual shares

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