was a very nice day, not only in "reality" but actually also in the depot the sun was shining 😁
The view of my Mag7 of the day according to the model @Simpson is quite pleasing, so it can go on like this. The recoveries from $MUX (-1.21%) and $DXCM (-1.21%) made me particularly happy. The $9988 (-0.54%) position is unfortunately still small after I recently sold ADR - fortunately probably unnecessarily, but that was too delicate for me.
Some positions are now actually back in the black faster than expected, so I'm thinking about how to proceed with the savings plans in the medium term. But first we'll probably wait for news of Trump's tariff break and the like, and until then one or two positions will certainly be filled one way or another.
