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Kasper · 2024-11-24T19:16:09.386113Z

Hallo zusammen Ich wollte von euch wissen, wie ihr damit umgeht, wenn eine Aktie in eurem Portfolio stark gestiegen ist. In meinem Fall betrifft es die beiden Aktien$PLTR und$APP n, die sich sehr gut entwickelt haben. Dadurch hat sich das Verhältnis zwischen ETFs und Aktien in meinem Portfolio etwas verschoben. Wie würdet ihr in so einer Situation vorgehen? Ich bin gespannt auf eure Meinungen. Vielen Dank!

Kasper

@kasperflapscher

1Lun·

Hello everyone

I wanted to know what you do when a stock in your portfolio has risen sharply. In my case it concerns the two shares$PLTR (+5,04 %) and$APP (+7,54 %) n, which have performed very well. As a result, the ratio between ETFs and shares in my portfolio has shifted somewhat.

How would you proceed in such a situation? I am looking forward to your opinions.

Thank you very much!

22 Comentarios

Stephan@Blumentopf

1Lun

Buy as much of the ETF as necessary 😅

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Sansebastian@Sansebastian

1Lun

If I were you, I would take partial profits and put them into an ETF

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Meister L.@Lumimyrsky

1Lun

in 10 years they may still be up several 1000%. If the success story turns, you can always get out earlier

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Bob@NoBobble

1Lun

I also have this luxury problem at the moment $PLTR I leave them and don't save them any more. Over time this will grow out. I'm also guessing that Palantir will fall a little over the next two months or at least move sideways. If not, that's good too 🙂

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Thomas@UndNun

1Lun

Several possibilities:
- if you still have confidence in the matter, continue to invest
- if necessary, sell at least enough to recoup your previous investment. Then you will clearly have a profit, whatever else happens
- at the latest at the second draw down, think about whether you should take a larger profit.

And of course check whether the valuation of the share still fits.

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Timo@Aktienorang-Utan

1Lun

Hold.

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Imvestment4Life@Investment4Life

1Lun

Nix... keep running.
Why send the winners out of the race?!?!!

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Kasper@kasperflapscher

1Lun

Fear that they are overvalued.

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Imvestment4Life@Investment4Life

1Lun

@kasperflapscher Set a stop loss and you're done.

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JJ-Invest@JJJanson

1Lun

If you are looking for an exit, I would place a trailing stop loss order with a tight stop.
In the case of palantir, I would look for an exit at the valuation and be grateful that something so absurd happened and that you were there 😁

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Carles@Carles

1Lun

I’m up 800% on $APP. Not selling… at this point I wouldn’t buy more, as valuation is not cheap anymore… but they’re leaders in their maket, performing way better than their competitors and mantaining high growth. Addtech is only going to grow, they have the best product, and they might expand their business in other markets. It is still not that expensive considering all this.
About $PLTR i’m not going to give opinion as I haven’t done my homework, but the same principle applies to any outperforming stock… if the multiples make sense in the future, keep it, if valuation is rich even considering future growth then sell a part.
Of course shit can happen, like with $SMCI , in their case numbers justify a better valuation and I was sad to sell it, but if their numbers are cocked the stock price collapses 😂, let’s hope $APP and $PLTR have a better management…

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Metis@Metis

1Lun

Adjust the weighting by buying additional ETFs. :D

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DerMartin@DerMartin

1Lun

Hold and restore the weighting through additional purchases (if any).

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Wojtek@Wojtek

1Lun

The most important thing is that the company has no obstacles for political reasons and is in the black. If something changes, think about selling, but hold on until then. I don't really think much of the ETF weighting in the portfolio. In bad years it helps you to make smaller losses and in good years it steals your returns if you have invested in stable companies.

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Kasper@kasperflapscher

1Lun

@Cato_Bamboo I currently hold 35% equities and 65% ETFs. The target is 25% and 75%.

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Metis@Metis

1Lun

@Cato_Bamboo Some make this dependent on their own perception of risk, others on their own age. Or a combination of both, whichever one feels more comfortable with.

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1Lun

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Kasper@kasperflapscher

1Lun

So I would have to hold more shares... 😉

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Metis@Metis

1Lun

@kasperflapscher Me too. 😆

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