With so much price fantasy, it's easy to pocket the euros. 💰

I last bought at $PLTR (+0,57 %) and then it went up another 50%... 🥲

I have just finished the small rally in Hensoldt. I am up around 37.5% (after tax) and have let the profits (around 600 euros) run for the time being. I'm still a bit more cautious for now because of my lack of experience. You just have to pocket the + and be happy about it. Investors seem to be increasingly taking profits at the moment. Let's see what the near future brings, personally I could imagine a correction coming soon. PS: No expert opinion! LG to the community

$HAG (-0,65 %) sold with 95% profit via stop loss.

It seems like my post about Europas F-35-Sicherheitsdilemma could not have come at a better time:

Dependence on US armaments is increasingly perceived as a risk factor for Europe's military and security sovereignty and is now being publicly addressed at the highest political level faster than I would have expected.

French President Emmanuel Macron

President of France Emmanuel Macron has made it clear in an interview with Le Parisien that he is critical of Europe's purchase and use of US armaments and proposed replacing them with European alternatives.

Macron was also quite clear: "Those who buy Patriot systems should be offered the next generation of the Franco-Italian SAMP/T. Those who buy F-35s should be offered the Rafale fighter aircraft."

His main concern is greater strategic autonomy for Europe:

• Criticism of US systems: Poland plans to buy American F-35 fighter jets ($LMT (-1,73 %)) and Patriot ($RYTT34). Macron questions these decisions and proposes European solutions.
• European optionsMacron specifically mentions approaches such as joint European development projects to reduce dependence on the USA. Examples include European fighter jets such as Saab Gripen ($SAAB B (+0,95 %)), Eurofighter ($AIR (+1,95 %) - $BA. (-1,91 %) - $MTX (+1,18 %) - $LDO (+1,46 %)) or Dassault
  Rafale ($AM (-2,02 %)) or air defense systems (e.g. SAMP/T from $HO (-1,75 %), $BA. (-1,91 %), $AIR (+1,95 %) and $LDO (+1,46 %) or Oerlikon Skynex from $RHM (-0,65 %)).
• Long-term strategyMacron's proposals aim to strengthen Europe's military independence by pooling technology, production capacities and resources in the EU member states' own economic area in the long term.

Macron is thus sending a clear signal for more European cooperation in the defense sector and against an excessive focus on US technology.

#emmanuelmacron
#usa
#defense
#verteidigung
#rüstungsindustrie
#europa
$R3NK (-0,89 %)
$IE0002Y8CX98 (+0,07 %)
$HAG (-0,65 %)

- KNDS (Krauss-Maffei Wegmann, Leopard 2, Boxer 2000 self-propelled howitzer, ammunition, AI)

- Quantum Systems (drones, customers in Ukraine & USA)

- Helsing (drones, AI)

Source: https://www.br.de/nachrichten/wirtschaft/ruestungsboom-bayerische-firmen-vor-boersengang,Uf2aNSq

#rheinmetall
#hensoldt
#renk
$RHM (-0,65 %)
$HAG (-0,65 %)
$R3NK (-0,89 %)
$LMT (-1,73 %)
$BAE (+0 %)
$GD (-0,51 %)
$SAAB B (+0,95 %)

For the time being, I am parting with $HAG (-0,65 %) as the share prices currently seem overvalued to me due to the political situation.

I will consider buying again at a price of €40 and below.

I have been invested in my defense stocks for over a year now. I have to say that Rheinmetall $RHM (-0,65 %) was also the first share I ever bought in January last year. 😁 $HAG (-0,65 %)
$BA. (-1,91 %)
$KOG (-0,48 %)
$R3NK (-0,89 %)

Now I'm up more than 100% on many stocks, in some cases almost 200%. But the rally in the last few days and weeks is just crazy.

I am very, very sure that defense stocks will continue to rise in the long term. Otherwise I wouldn't have made the investment. 💁🏽‍♀️ But I am also sure that sooner or later there will be a correction. And for me that is actually a matter of days/weeks.

That's why I'm now considering whether I shouldn't actually realize my profits now and then get back in at a "favorable" time (for me that means -10, -20 or -30%).

Unfortunately, I don't have any experience in this area yet, so it's difficult to assess this right now. How do those of you who have been invested for longer do it? Do you also realize gains on shares at a "favorable" time if you are invested in these shares for the long term and are convinced?

Слава Україні 💙💛

Exit found. Target exceeded. Holding period 3 weeks

It has become normal for large stocks to be more volatile than we were used to for a long time.

The price changes following news (latest example $RHM (-0,65 %) or $HAG (-0,65 %) ) seem to me to be the reaction of a lot of investors who are desperate to get in on the latest price explosion. The fact that these are financially solid stocks and not shitholes will probably quickly convince many people to invest.

Of course, institutions also invested in armaments during the war years, but the latest rise was rather untypical. Extreme buying up of the share price after news for an asset in the 100B range speaks for enthusiastic small investors who are not necessarily interested in buy and hold.

The volume and fluctuations will definitely increase, but after such a rise there is also a chance of temporary setbacks until expectations are backed up by figures.

Of course, I wish all investors that the EU will first present a high joint investment program, only for armaments produced in Europe, but it is also possible that a lot will be bought from the USA in order to persuade Trump to cooperate.

The chances of a stock being gambled are high, but with an increase of 200% in one year, a setback of 30% sooner or later is also to be expected.

Europe will certainly generate more sales for Rheinmetall in the medium term, but nobody can guarantee that the valuation will then be right.

Fomo is not worth an investment

Good luck🚀