1D·

September Rewind 📊

I'm actually quite happy with my performance in September, would say solid midfield.

My focus at the moment is on bringing more structure into the portfolio: fewer stocks, but a higher weighting, which of course also means more risk. I'm also currently holding a little more cash because I think the markets are quite highly valued at the moment.

My next tranches will probably go into $RKLB (+6.56%) and $SOFI (-2.94%)which I find super exciting at the moment.

What do you think? What are your top picks at the moment?

6 Comments

Shiya@Shiya

You can't go wrong with $RKLB. Otherwise I can recommend $NBIS

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Der Spekulant@Derspekulant1

@Shiya $RKLB without profits and a P/E ratio of 118 of course currently very favorably valued 😅

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Timo@Aktienorang-Utan

@Shiya $NBIS I also find it interesting. However, I don't know whether it makes sense to get in after such an enormous rise.

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Shiya@Shiya

@Derspekulant1 see you again in a year ;)

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Der Spekulant@Derspekulant1

@Shiya if there is a crash or a healthy correction, the valuation will be halved for a short time, so I would be a little cautious with such forecasts 😬

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Tobias@Tobs_66

Why hold cash when the markets could go on like this until January? 😅

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