The following shares reached a new 52-week high in the course of yesterday:

Meta $META (-1.11%)

Netflix $NFLX (-1.73%)

Costco $COST (+0.22%)

Walmart $WMT (-2.31%)

Crowdstrike $CRWD (-6.19%) (forgot what happened in the summer)

Spotify $SPOT (-3.66%)

Hims & Hers $HIMS (-26.15%) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (-2.82%)

Interactive Brokers $IBKR (-2.25%)

Moody's $MCO (-0%)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!

$ASML (-0.72%) is out, as I want to focus more on stocks with a healthy trend in the growth part of my portfolio. See the weekly chart.

At the moment I am running a 75/25 strategy with which I feel most comfortable, 15K divided as follows:

Growth 75%: $AVGO (-3.16%)
$COST (+0.22%)
$7011 (-3.2%)
$MUV2 (-0.6%)
$GOOG (-2.32%)
$MUX (+1.91%) (mutares is under observation by me) $2768 (+0%)

Dividend 25%: $OBDC (+0%)
$HTGC (-0.77%)
$PSA (+0.45%)
$JEGP (+0.05%)

Hello everyone, I have been investing for 6 months. The question now is whether I should continue to watch and buy individual stocks or invest everything in the world. Many think that the effort to find a good entry point etc. is not worth it. Not worth it in contrast to ETFs which perform similarly.

I would also be happy to receive tips and opinions on the portfolio.

If I continue to invest in individual stocks, the following stocks are worth watching:

$BALN (-0.22%)

$COST (+0.22%)

$DUOL

$TPL (-5.58%)

$TSM (-0.58%)

$WKL (-1.49%)

pretty much following the value strategy...

Yesterday, the following companies, among others, reached new all-time highs during the course of the day:

Amazon $AMZN (-2.39%)

Palantir $PLTR (-3.33%)

Costco $COST (+0.22%)

Netflix $NFLX (-1.73%)

Spotify $SPOT (-3.66%)

Hims & Hers $HIMS (-26.15%)

Duolingo $DUOL

I am in Palantir myself $PLTR (-3.33%) and Hims & Hers $HIMS (-26.15%) both of which have more than quadrupled and doubled in value for me in the last year.

Do you have any of these stocks in your portfolio or are you following them? Which do you think has the greatest potential for the next few years?

Since I'm feeling every muscle after two days of training, here are the screenshots of the current trades:

$NU (-11.11%) is on target and is hedged to breakeven

$COST (+0.22%) was a cramp this week, but is also on target after the end of the week. (I will probably top up here in the bill on Tuesday)

And finally $AD (+0.12%)the trade was textbook

I'll update my pinned post later today if I discover a few new stocks while screening.

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Was sold:

$BA. (-0.14%) (-7%)

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Was topped up $COST (+0.22%)

Now the nice purchase price of €777 is gone and I've landed at €841.88.

Maybe I'll activate a savings plan and try to catch the 888. 🙈

In any case, Costco is a long-runner with an excellent track record and in the past, buying below the 50-day line (like now) has always been good enough.

Sooo I started this week too. Traditionally, there was a small rebalancing at the start of the year. Nintendo is no longer my biggest single position. In the meantime it actually is $COST (+0.22%) . Likewise $PEP (+3.26%) was reduced somewhat. Nothing new has been added.

If I haven't miscalculated, the last tax-free shares in Nintendo are gone. Everything that is still in the portfolio is from 2012 and 2014. $VOW3 (+1.32%) but that's a small part of just under 8k that I'm leaving behind.

Pepsi was sold at a slight loss so also tax-free. I simply chose too large a position at the time.

A total of around 20k was freed up. Existing positions were increased with the money, namely $SOLB (-0.68%)
$FMC (+0.25%)
$JNJ (+2.12%) and $RACE (-0.5%) another 2k was put into my core $VWRL (-0.91%) was put into my core.

Costco weighted slightly higher this month to complete the 2nd share.

In addition, another share of $PSA (+0.45%) 288€ was added to the portfolio today.

$BATS (-1.84%)
https://www.tradingview.com/x/z3rRyfl7

Current trades:

$GOOGL (-2.28%)
https://www.tradingview.com/x/XOlpzCuu Entry 14.02

$APD (-1%)
https://www.tradingview.com/x/Om7wzNuq

Entry 14.02

$AXP (-2.31%)
https://www.tradingview.com/x/zMEzxQga

Entry 18.02

Closed trades:

08.01 $AD (+0.12%)
https://www.tradingview.com/x/jWgHkMO8 🟢

$NOVO B (+5.32%) Yolo trade 20.01 / closed 22.01 🟢+47%

31.1 $COST (+0.22%)
https://www.tradingview.com/x/rjRs5UU0 +175%🟢

$NU (-11.11%) +85% 🟢 https://www.tradingview.com/x/m1Vq6dAQ

14.02 $CPRT (-2.4%) closed due to the quarterly figures on 19.02 / +20%🟢https://www.tradingview.com/x/k5xe1w71