5Lun·

Hello dear getquin community,


at $CRWD (+1,45 %) I luckily hit the bottom and am now sitting on a profit of over 200%.


Regarding my portfolio, I am (for the size of my portfolio) quite well positioned in the cybersecurity sector with 9- $ZS (+0,72 %) (which are also massively up). So my question is: how do you see the future of the company and would you, in my situation, expand the position further if the opportunity arose or realize the profits and invest them in another niche.


I was possibly thinking of adding Daikin Industries, as I see the bottom there as having been reached and find the share very interesting for diversification. Of course, I can also take up the share without realizing my profits with CRWD.


I look forward to your comments

Best regards

3
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I didn't get as good an entry as you did. I'm only up 119%. However, I'm handling it in such a way that I'm simply trading b&h, or expanding the position when the time comes, if it should be underweighted. I am completely convinced of the company. CRWD is also my only play in the CyberSec area. FTNT nix good mMn ;-)
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I also have daikin
I think they are very well rated at the moment
cyber I am team $FTNT
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