$CCL (-2.37%) One of my long-term stocks has been trimmed back from overweight (4%) to normal size (2.5%). A few months ago I bought at €15 and €17 and have now partially sold at €25. The share will not disappear completely for me. I am hoping for a recovery of €30+. If it falls below €20 again, I will slowly overweight again. This game has been played from time to time for the last 5 years and the positive management of the debt, in addition to the constant good news, slowly speaks for a breakthrough.
$BAYN (+0.3%) I bought in at the beginning of April at €22, but have now decided to close the position at just under €27. I actually wanted to hold the share long, but somehow I can't warm to it. Perhaps it will find its way back into my portfolio at some point.
$AVGO (-1.57%) In the April crash, I bought the stock at €151 (2% weighting) using a Lombard loan (10% portfolio size), among other things, and the position has now been closed at €224. More was not my target recovery to old ATH.
$9618 (-1.15%) Unfortunately, this position was closed with a minus of 13%. The reason for this was the annual rebalancing in which the China portion had become too large for me. As I was convinced by $1211 (-1.2%) , $BABA (-1.41%) and $PDD (-0.57%) JD had to give way.
Portfolio purchase:
$OXY (-0.36%) Bought another small tranche. After the 10% slump, I had some capital left over, which was invested at 36.50. One of my larger individual bets with a 5% portfolio weighting.
A new addition to the portfolio is $TX (-0.73%) with a small position of 1%. The reason sounds stupid, but it's a little chat GPT experiment. I wanted to be told which stocks were selected according to the Columbia Buffet approach. I was given 5 suggestions, some of which were frankly garbage. But this stock somehow got me hooked. Which is why I took the risk with only 1% of my portfolio (just over 1k).
Note:
My single stock portfolio Smartbroker plus makes up 2/3 of the asset class equities.
1/3 are Etf's with Trade Republic.
In total, equities make up 90% of my investable assets.
In addition to my three equity ETFs, TR holds my real estate REIT ($O (-0.01%) approx. 5%), as well as my gold ETC ($SGBS (-0.02%) 2.5%) and my gold miner Etf ($GDXJ (-0.53%) 2.5%) which make up the remaining 10%.
Approximate total assets 100k (more like 95k :/ due to volatility) but debt free (except for a 3.5k balance on the Lombard loan). I have been investing since 2020 and am 28 years young.