My favorites are:

$NVDA (+1,1 %)

$HIMS (+2,52 %)

$IREN (-0,2 %)

What are yours?

$TSLA (-4,55 %)
$AMD (+4,85 %)
$PLTR (+1,28 %)
$CIFR (+8,1 %)
$NBIS (+9,18 %)
$OSCR (+3,45 %)
$TEMP (-0 %)
$SOFI (+0,59 %)
$ASTS (+16,7 %)

Good evening everyone,

I now have the plan to take a total of 5 shares, as each additional share would mean higher diversification, which would most likely lead to lower returns.

Current portfolio idea:

Nvidia $NVDA (+1,1 %) 20%

• High demand due to AI

Amazon $AMZN (+0,82 %) 20%

• Christmas business and growth in the cloud segment

Palantir $PLTR (+1,28 %) 15%

• High demand due to AI data solutions and strong government orders

Coinbase $COIN (+7,66 %) 15%

• Hope for a crypto bull run

Micron Technology $MU (+1,19 %) 15%

• HBM and memory chips for AI servers (benefits from AI hype)

And the remaining 15% to buy/rebalance when a stock is down 5% or more.

I realize that many of these stocks are already very expensive, but who says that the hype is over right now?

I think the hype can definitely go on for the next 4 months and who knows what else is coming with AI etc.

It's about getting as much potential return as possible, so I have to take a high risk.

I am open to tips and criticism and am still thinking back and forth about what can be changed.

I look forward to your opinions.

All in all, a positive month with +7%. Strongest drivers: $PLTR (+1,28 %) (largest position, which will subsequently be "phased out"), $QBTS (+14,75 %) and the two ETFs also made good gains.

Good morning everyone,

Tomorrow I'm starting a project called Planspiel Börse, where the aim is to generate as much return as possible in groups of 4 in just under 4 months with a fictitious share/etf portfolio of €50,000.

Unfortunately, I have already noticed a few problems, there are almost no small-mid caps, which means it will be difficult to achieve a particularly good return.

In addition, you can only weight each position by 20%, there is an order fee of €15 + 0.3% and there is no leverage or similar.

Now I would like to know how you would approach this.

What would be your weighting?

What strategy would you use?

• For example, would you focus on stocks that are currently trending like $PLTR (+1,28 %) or buy stocks that have fallen extremely and hope for a comeback like $NOVO B (-0,24 %)

Would you invest everything straight away?

• (Time in the market beats timing the market) or hold back half of it and wait for a market setback.

Or do you already have ideas for stocks?

• They would have to be in the Nasdaq100, DAX40, MDAX, Eurostoxx50 or Dow Jones30.

I look forward to your answers and am grateful for any help.

Addendum: Here is a list of all tradable stocks etc. PB25_Wertpapierliste.pdf

Over the past few months, it has been a close race between $HAG (+3,98 %) and $PLTR (+1,28 %) who would be the first Tenbagger in my depot. It has $HAG (+3,98 %) become. A stock that I added to my portfolio after the IPO out of pure curiosity with a low buy-in. I found the topics of radar and sensor technology exciting, a defense manufacturer that does not fire ammunition. I didn't expect the stock to take off like this, but then came the government's entry, the war in Ukraine, etc.

There are always different views on the subject of armaments, many in the community are in $RHM (+1,42 %) or $R3NK (+3,57 %) invested. At the end of the day, these companies have a right to exist, whether someone wants to invest or not is up to them.

I wish you all continued good luck with your investments.

$PLTR (+1,28 %)

$IREN (-0,2 %)

Question for a friend:

Buy Palantir now? I (i.e. she) bought a few shares at around € 22 and sold them somewhere between € 80 and € 110, quickly regretted the sale (reverse fomo?) and have now been waiting for months for a supposed setback to get back in.

Iren wanted to buy them at €16, but didn't and has been waiting for a setback for several weeks.

I had advised her to forget about the two shares, but she has already asked me a few times 🙊

What does the swarm intelligence say?

Which stock would you buy when it comes to cybersecurity?

I would have $NET (+3,58 %) , $CRWD (-0,42 %) , $PLTR (+1,28 %)

what is the best stock for you in this area