In the course of my analysis of $LMND (-2.51%) I also came across $GSHD (+1.58%) as well. The figures and share price performance are excellent, the valuation seems high. But due to the expected growth rates, especially in profit, from $30.7m in 2024 to just under $160m by 2027, i.e. a fivefold increase. The P/E ratio is currently high at 52, but growth stocks don't just have their price in the tech sector.

Has anyone invested here yet?

Dear Community,

Over the last few years, I have gradually built up a portfolio that now has a volume of over 400K. My first steps as a "shareholder" were certainly like many others. Without pursuing a strategy myself, I bought one thing and then another - until my portfolio had over 100 stocks and was completely confusing.

Around 4 years ago, I then decided to set up a distribution-oriented portfolio portfolio. I know there are many pros and cons. However, I'm the type of investor who is motivated by dividends enormously motivated by dividends. My goal is also to eventually have a portfolio that pays me 4K net per month a month. I'm currently already at 1.7K per month - which motivates me a lot.

Now my question, which I would like your opinion onDespite my reallocation to exclusively high-dividend stocks at the time, I still have around 10 stocks in my portfolio that I assumed would have a strong growth story. Stocks like $PYPL (+0.33%) ,$ROKU (-0.55%) ,$GSHD (+1.58%) or $VRNS (-1.49%) . There are currently around 15K bundled in these shares. If I were to sell them today, I would realize around 1.5K in losses. On the other hand, it annoys me to have this capital tied up and not be able to invest in my dividend strategy. I keep wondering if I should just hit the "sell button" and then invest the capital in my dividend stocks. On the other hand, I keep thinking that these could still be strong stocks.

What would you do? Sell and consistently follow my main strategy (i.e. dividend strategy), or just let this "side portfolio" run its course? I look forward to your contributions!

$GSHD (+1.58%) The business figures actually look good. I bought a small margin. Let's see how it develops.