I have decided to sell my $KER (+1,29 %) -shares. The position has been clearly in the red for some time and I am no longer convinced by the fundamental development. The problems at Gucci in particular are weighing on the outlook and make $KER (+1,29 %) currently more of a risky turnaround bet. Instead of tying up capital in an unclear recovery, I would like to deploy it more efficiently. My focus is now on stocks with more stable fundamentals and better prospects: value and dividend stocks such as $ALV (+0,8 %) or $ZURN (-0,03 %) as well as growth stocks in areas such as cloud, cybersecurity or AI, such as $CRWD (+0,23 %) . A global ETF such as $VWRL (+0,17 %) remains interesting for broad hedging.
👉 What would you invest the freed-up capital in?
