Over the last few days I have been busy sorting out shares again and have now reduced my positions from 77 to 65.
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True to the motto: "With a heavy heart I am selling my rusty used car", the following positions have left my portfolio these days.
$GME (-1,78 %) with -6.22% 🤓
$MO (+0,89 %) +6,78%
$SYK (+1,66 %) +0,32%
$KDP (+0,79 %) +14,62%
$CL (+0,76 %) +12,32% 😢
$ECL (+1,09 %) +5,22%
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However, two should follow immediately. 😜 Yes, the goal is actually to reduce stocks and not add any new ones. But these two simply fit perfectly into my growth strategy, namely $WALMEX* (-0,4 %) & $MELI (+2,47 %) In addition, -6 + 2 still makes -4, which is a WIN WIN situation.
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But unfortunately I can't get into the 2 stocks. With $MELI (+2,47 %) I want to wait, as it is very highly valued and I see a certain downside potential in the next few weeks. With $WALMEX* (-0,4 %) I have a limit order at €2.59, but I can't get in. Although the price has already fallen below it yesterday and today. The problem is that Trade Republic has a spread of 18-24 cents per Walmex share, i.e. almost 10% 😨
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