Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+0.59%) / $AVGO (-0.25%) / $MPWR (+3.64%) / $AMD (+7.24%)) and OS selling ($RKLB (-1.3%) / $AMD (+7.24%)), the portfolio will be rebalanced and restructured. $RKLB (-1.3%) , $LMND (+5.84%) , $GOOG (+1.58%) and $9988 (+3.47%) 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 (+0.98%) - further increase to 500 shares would be considered
- at $HIMS (-4.06%) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0.65%) increased to 13 shares
- $WKL (-0.07%) increased to 18 shares
- $AJG (-1.87%) Position filled, 7 shares
- $DXCM (+0.82%) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+0.23%) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-3.95%) collected, savings plan continues
- $RSG (+0.92%) , $CCEP (-0.32%) and $DDOG (+7.47%) also continue to run in the savings plan alongside the ETFs $UBU7 (+0.69%) , $WINC (+0.69%) , $SCWX (+0.89%) and $EXH5 (-0.85%)
I am still undecided about the potential increase in $UBER (+1.62%) , $NU (+1.36%) , $ZTS (+1%) and $TTD (+2.75%) - 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.



