Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-0.59%) / $AVGO (+0.23%) / $MPWR (+0.69%) / $AMD (+1.13%)) and OS selling ($RKLB (-0.98%) / $AMD (+1.13%)), the portfolio will be rebalanced and restructured. $RKLB (-0.98%) , $LMND (+0.12%) , $GOOG (-0.7%) and $9988 (+3.04%) but I'm not touching them (yet) 😀
Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.
- After almost a year of watching, I dare to re-enter at $GRAB (+1.17%) - further increase to 500 shares would be considered
- at $HIMS (-0.36%) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0.94%) increased to 13 shares
- $WKL (-1.88%) increased to 18 shares
- $AJG (-1.59%) Position filled, 7 shares
- $DXCM (-0.34%) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-1.43%) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-0.44%) collected, savings plan continues
- $RSG (-0.32%) , $CCEP (-0.45%) and $DDOG (+0.41%) also continue to run in the savings plan alongside the ETFs $UBU7 (-0.35%) , $WINC (-0.12%) , $SCWX (-0.12%) and $EXH5 (-0.78%)
I am still undecided about the potential increase in $UBER (-0.39%) , $NU (-0.07%) , $ZTS (+0.02%) and $TTD (+0.54%) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.



