3Semana
Compliments, very good portfolio presentation.
I'm not an expert on ETFs, but it's a good decision to invest in them in terms of risk.
You are also quite conservative with individual stocks. Maybe except for Palantir. I don't need to comment on the valuation with a P/E ratio of over 200. And with (only) double-digit growth, it only falls slightly.
Good advice is expensive here and a vote from the community would be interesting.
Otherwise, the ETFs cover almost everything.
Therefore, if you want, you could take some risk with small positions.
Such as in the crypto area with a miner e.g. $IREN etc. Or ETP providers e.g. $DEFI. In my opinion, Micro Strategy is already well valued.
Otherwise something from the biotech sector where drugs are in phase 3.
In the AI area there are some small data analysis companies or companies that are in the infrastructure for data centers
But some of these companies are of course already fully covered by the ETFs.
I'm not an expert on ETFs, but it's a good decision to invest in them in terms of risk.
You are also quite conservative with individual stocks. Maybe except for Palantir. I don't need to comment on the valuation with a P/E ratio of over 200. And with (only) double-digit growth, it only falls slightly.
Good advice is expensive here and a vote from the community would be interesting.
Otherwise, the ETFs cover almost everything.
Therefore, if you want, you could take some risk with small positions.
Such as in the crypto area with a miner e.g. $IREN etc. Or ETP providers e.g. $DEFI. In my opinion, Micro Strategy is already well valued.
Otherwise something from the biotech sector where drugs are in phase 3.
In the AI area there are some small data analysis companies or companies that are in the infrastructure for data centers
But some of these companies are of course already fully covered by the ETFs.
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3Semana
@Tenbagger2024 Thank you for speaking up here too. That's right, you could add two riskier positions to your portfolio in the future. I already had a good nose for Palantir and got in at around €22. I already have a high-risk position in pharmaceuticals at $OCGN. Here I could inform myself about current levels and data, as I had actually already "mentally" written off the position. I will also take a closer look at the stocks you mentioned. :)
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3Semana
I saw that Ocugen is developing vaccines. Maybe it was a corona story, because the company doesn't make any profits. That's why I would always be a bit cautious with such companies. But there are drugs about to be approved in ophthalmology, which is perhaps why the share price has risen this year. Perhaps set a lower stop loss here and if the share continues to rise, stick with it and adjust the stop loss occasionally.
The biotech sector is less risky, e.g. $VRTX, which has been making profits and increasing them for years.
It is similar with $CORT
The biotech sector is less risky, e.g. $VRTX, which has been making profits and increasing them for years.
It is similar with $CORT
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