6Mon·

Restructuring of the portfolio:

11.02
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Sold x1 at €724.10
€724.10
16.12%
13
8 Comments

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I like the layout. Why is $MUX under observation?
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Are Broadcom and AVGO actually long-term positions? What is the investment case for Costco? I wouldn't dare to invest in either of them anymore. If only someone had kicked me in the ass in time to at least get Broadcom, I was close to it in the summer :D
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