10Mon·

With a tea content of over 50%, I then have

$ELF (+5.8%) and. $MEDP (-2.52%)

sold.

That's called rebalancing 🙈, or maybe not.

Because now it's time to sort out the tech sector and find something new in healthcare.

30.08

Medpace Holdings

Sold x10 at €319.40

€3,194.00

1.17%

4 Comments

Soprano@Soprano

10Mon

Would like to know more. Why exactly are you selling at a loss now? You say you want to sort out tech and sell healthcare even though you actually want to add healthcare?

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Tenbagger2024@Tenbagger2024

10Mon

@Soprano
Hello my dear,
I have already sold with a slight profit.
But despite this, it would have made sense to set the stop loss a little higher 🙈.
The news and a slump in profits have contributed to the share price falling and it could go even lower.
In order to avoid past mistakes and prevent both stocks from sliding into negative territory, I have set the
stop loss
set the stop loss. Fortunately, because at this point in time I would have been quite in the red with both stocks.
And so it would have made no sense to keep this healthcare stock in the portfolio, even if the sector is now losing.
So now it's time to continue rebalancing.

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Soprano@Soprano

10Mon

@Tenbagger2024 Hey boss, you're probably in good company with that. Many investors - including well-known ones - have recently dumped Medpace. The quarterly figures were good and the forecast somewhat disappointing, but not catastrophic. The share has corrected somewhat, but is still solidly up. The weakness was also bought within a very short time.

I don't really see anything critical about Medpace and have therefore decided to stick with it and add to my position.

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Tenbagger2024@Tenbagger2024

10Mon

@Soprano
I think it was a good decision, but since I didn't want to slip into the red, I set the stop loss.

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