Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-5,31 %) / $AVGO (-2,03 %) / $MPWR (+1,9 %) / $AMD (+5,92 %)) and OS selling ($RKLB (-7,49 %) / $AMD (+5,92 %)), the portfolio will be rebalanced and restructured. $RKLB (-7,49 %) , $LMND (+4,03 %) , $GOOG (+1,75 %) and $9988 (+3,15 %) 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 (-0,2 %) - further increase to 500 shares would be considered
• at $HIMS (-7,8 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
• $NOW (-0,15 %) increased to 13 shares
• $WKL (-0,3 %) increased to 18 shares
• $AJG (-3,99 %) Position filled, 7 shares
• $DXCM (+1,48 %) Position filled, 26 shares
• Doubling of the small speculative position at $ONWD (-0,63 %) planned to 120 shares, limit buy @ € 4.30
• 10 shares $TEM (-7,02 %) collected, savings plan continues
• $RSG (+1,04 %) , $CCEP (-0,71 %) and $DDOG (+5,94 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,2 %) , $WINC (+0,23 %) , $SCWX (+0,43 %) and $EXH5 (-1,23 %)

I am still undecided about the potential increase in $UBER (+1,02 %) , $NU (-0,07 %) , $ZTS (+1,5 %) and $TTD (+2,53 %) - 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.

I have now decided to restructure my portfolio in the coming days. It will then consist of these stocks.

Core:

1) the MSCI World $IWDA (+0,3 %)

2) the MSCI EM IMI $EIMI (+1 %)

3) the VanEck Morningstar $TDIV (-0,1 %)

4) Bitcoin $BTC (-0,64 %)

Satellites:

1) Microsoft $MSFT (-2,2 %)

2) Amazon $AMZN (-1,16 %)

3) Nvidia $NVDA (+1,13 %)

4) MasterCard $MA (-0,73 %)

5) Adobe $ADBE (+0,3 %)

6) Ferrari $RACE (-0,57 %)

7) Novo Nordisk $NOVO B (-4,85 %)

8) Realty Income $O (-0,37 %)

9) Wolters Kluwer $WKL (-0,3 %)

10) Brown & Brown $BRO (-2,9 %)

11) Inditex $ITX (+0,15 %)

12) Uber $UBER (+1,02 %)

13) Main Street Capital $MAIN (+0,49 %)

14) Vici $VICI (-1,46 %)

15) PayPal $PYPL (+0,64 %)

In addition to my core of the 3 ETFs and Bitcoin, I think this mix of growth & dividend-focused stocks is really good. What do you guys think about this long term portfolio? Should be held for a long time, 20+ years... I don't think much of the short term. Of course, profits are taken from time to time, but nothing is sold completely and in the event of corrections we buy more! 🤑🔥🙏

I look forward to your suggestions / criticism.

Wishing you a Merry Christmas 🌲☺️

Been on my watchlist for some time and now in a very attractive buy area in my opinion. Just under 52% corrected from the high so far... neat 👌

Let's see if it will go even lower, but the RSI is at 22.33 in the weekly, the lowest it has ever been 🔥2008 it was once at just under 24.7 pts.

Merry Christmas to you all 🤑🌲

$WKL (-0,3 %)

Bottom in sight ?

Growth (dividend) , currently almost at 3% yield on current share price