The idea of further diversifying my portfolio had solidified somewhat in recent weeks. $IREN (-9,15 %) I left it at my self-imposed partial sell target of EUR 55 and started to build up the first positions on Friday. I am sticking to my target of investing around EUR 5k in each position. $IREN (-9,15 %) remains in the portfolio with 500 shares and will (probably) not be touched in the near future. $DEFI (-6,32 %) Now also full with 5,500 shares.

19k liquidity left and will still be invested in top-ups + new shares.

Individual shares are now:

$IREN (-9,15 %)

$RACE (-3,78 %)

$DSFIR (-1,65 %) possibly increase

$MUM (-0,32 %) possibly increase

$IOS (-3,84 %)

$KSPI (-2,43 %)

$FI (-3,61 %)

$FSLR (-4,1 %) Increase if necessary

$PYPL (-9,04 %)

$CELH

$DEFI (-6,32 %)

$UBER (-3,78 %)

$NICE Increase if necessary

$ALCRB (-5,77 %)

$INPST (-0,72 %)

$6367 (-3,05 %)

Does anyone else have an idea for a share, possibly also from the German-speaking region? The Asian region would also be very interesting, although I am looking a little at $1810 (-5,32 %) look at.

vg and have a nice WE

Micha

Good morning, my dears,

Do you see potential here for $ALCRB (-5,77 %)

Negotiators in Geneva struggled into the evening hours to reach an agreement on a plastic waste treaty. Then the negotiations were adjourned.

The hoped-for agreement on a global treaty against plastic waste is still a long time coming. After three years of negotiations and a ten-day final round in Geneva, the treaty was supposed to be signed and sealed by Thursday evening, but after intensive efforts with a glimmer of hope for a rapprochement, the conference chairman adjourned the meeting of the 180 or so states shortly before midnight. It remains to be seen what time the meeting will continue today.

The aim is to negotiate a legally binding treaty to curb the vast amounts of plastic waste that are destroying ecosystems and endangering human health. The treaty is to cover the entire life cycle of plastic, from production to design and waste management. The dispute over the text is between two groups: Germany and more than 100 other countries want to limit plastic production to a sustainable level, phase out single-use plastics such as cutlery, cups and packaging and focus on reusable products, recycling and the circular economy.Opposing this are countries that have the raw material for the plastic: Oil. These include Saudi Arabia, Iran and Russia. These countries are doing everything they can to prevent production restrictions.

152 million tons of plastic waste in rivers and oceans

Plastic pollutes the seas, environment and air, kills fish and other creatures and endangers human health. According to the Federal Environment Ministry, plastic production has increased sevenfold from the 1970s to 367 million tons per year by 2020 and could reach almost 600 million tons per year by 2050 if no action is taken. Disposable products, including packaging, account for a large proportion of this. According to estimates, 152 million tons of plastic waste have accumulated in rivers and oceans worldwide.

https://www.tagesschau.de/ausland/plastikabkommen-100.html

Recycling: Fighting plastic waste - five stocks to combat the mountains of garbage

https://www.boerse-online.de//nachrichten/aktien/recycling-kampf-dem-plastikmuell-fuenf-aktien-gegen-die-muellberge-20314279.html

July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (-9,15 %)

$KSPI (-2,43 %)

$NICE (-3,35 %)

$ALCRB (-5,77 %)

$DSFIR (-1,65 %)

$CELH

$PYPL (-9,04 %)

let's see what happens :) I wish you all continued success with your investments.

$ALCRB (-5,77 %)

Carbios has signed a multi-year supply agreement with Indorama Ventures. The French biotech company will supply biorecycled monomers from its future plant in Longlaville. Indorama processes these into r-PET filaments, which Michelin uses to reinforce its tires.

🔹 Strategic move: Entering the market for industrial textile reinforcements

🔹 Technology: High-quality enzymatic recycling of complex PET

🔹 Partner: Indorama Ventures as global polyester leader; Michelin as end user

Carbios thus opens up a new industrial sales channel and strengthens its goal of high-quality recycling of PET waste.

Because I'm bored at the moment and I'm also interested in your opinion, I'll throw a few titles in here that I think are all very exciting and usually fly under the radar.

Here we go 👇

$CORT (-16,71 %) Corcept Therapeutics

$HALO (-2,01 %) Halozyme Therapeutics

$KRI (-0,11 %) Kri Kri Milk Industry

$ALCRB (-5,77 %) Carbios

$APH (-3,8 %) Amphenol

$XYL (-2,22 %) Xylem

$MPWR (-8,2 %) Monolithic Power Systems

$VITL (-1,06 %) Vital Farms

These are, of course, shares from a wide variety of sectors and with different "degrees of maturity", but as I have written, I think they are all very exciting.

Do you know them all? Opinions?

P.S. I myself have Corcept, Carbios and Amphenol in my portfolio, and I follow the others more or less regularly.

Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (-0,95 %) at the end/beginning of the year. I have reinvested almost all of the liquidity freed up as a result in small-mid caps. I also see further potential here in the coming years due to more flexible adaptability (with regard to the USA) and financing costs. At the beginning of the year $SESG (+0,08 %)
$NA9 (-4,56 %)
$TNIE (-7,05 %)
$KTN (-3,88 %)
$ALCRB (-5,77 %)
$DSFIR (-1,65 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,71 %) in $MUM (-0,32 %) . My next idea would be $SIX2 (-1,61 %) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha

$ALCRB (-5,77 %)

$ALCRB (-5,77 %) Does anyone know what is going on here?

⬆️⬆️⬆️

- DEUTSCHE BANK RESEARCH raises the price target for NIKE from USD 82 to USD 84. Buy. $NKE (-4,98 %)

- RBC raises the price target for ALPHABET A SHARE from USD 210 to USD 235. Outperform. $GOOGL (-3,4 %)

- RBC raises the price target for AMAZON from USD 225 to USD 255. Outperform. $AMZN (-5,92 %)

- RBC raises the price target for META from USD 630 to USD 700. Outperform. $META (-5,02 %)

- ODDO BHF raises the target price for MUNICH RE from EUR 540 to EUR 555. Outperform. $MUV2 (-0,74 %)

- ODDO BHF upgrades HERMES to Neutral. Target price EUR 2315. $RMS (-3,96 %)

- ODDO BHF raises the target price for AIRBUS from EUR 168 to EUR 180. Outperform. $AIR (-2,1 %)

- ODDO BHF raises the price target for FRAPORT from EUR 58 to EUR 61. Outperform. $FRA (-0,1 %)

- JPMORGAN raises the target price for FEDEX from USD 366 to USD 370. Overweight. $FDX (-6,02 %)

⬇️⬇️⬇️

- GOLDMAN lowers the price target for NIKE from USD 97 to USD 91. Buy. $NKE (-4,98 %)

- BOFA lowers the price target for NIKE from USD 95 to USD 90. Buy. $NKE (-4,98 %)

- ODDO BHF downgrades CARBIOS to Neutral. $ALCRB (-5,77 %)

- KEPLER CHEUVREUX lowers the price target for LANXESS from EUR 31 to EUR 30. Buy. $LXS (-2,17 %)

- HAUCK AUFHÄUSER IB lowers the target price for DEUTZ from EUR 8.50 to EUR 7. Buy. $DEZ (-2,24 %)

- BARCLAYS lowers the price target for VERTEX from USD 509 to USD 418. Equal-Weight. $VRTX (-3,11 %)

- GOLDMAN lowers the price target for BIRKENSTOCK from 59.10 USD to 57.90 USD. Neutral. $BIRK (-3,37 %)

- GOLDMAN downgrades TEAMVIEWER from Buy to Neutral and lowers target price from EUR 17 to EUR 12. $TMV (-3,29 %)