I have just added the second tranche to my portfolio

SemiGrowth@SemiGrowth

1Semana

I have placed an order at 120€, should be triggered soon

•

26

•

Christian@userc5689c89dacf462d

1Semana

@SemiGrowth you probably mean at 420€?

••

SemiGrowth@SemiGrowth

1Semana

@userc5689c89dacf462d is quite right

•

1

•

BamBamInvest@BamBamInvest

1Semana

Not the worst decision in the long term 👍

•

3

•

Tenbagger2024@Tenbagger2024

1Semana

@BamBamInvest
It's been hanging like a stone in my depot for the last few years.

•

7

•

Alpalaka@Alpalaka

1Semana

@BamBamInvest 22% away from the 200-day line and in a long-term downtrend since March.
What is supposed to cause a turnaround here? AI?

••

BamBamInvest@BamBamInvest

1Semana

@Tenbagger2024 Nobody is saying that it was the ideal entry, but I still think that the company will recover in the medium term.

•

1

•

BamBamInvest@BamBamInvest

1Semana

@Alpalaka I am basically a big fan of the company and believe that the company will recover in the medium term and outperform the MSCI World from its current price over the next 3 years. More Europe in the portfolio can't hurt either, especially if the dollar continues to weaken. Wait and see over the next 2 quarters, perhaps one or two takeovers will follow and I also think that prices will simply be raised. I am positive in the medium to long term. You only have to go to the store here in Vienna in the 1st district, as long as you're not standing in line, that's all there is to it. I hope that's enough of an answer for you without going into the individual segments. Chart-wise I agree with you, but as with so many companies, I'm investing and not trying to time the market. And from the current price, with additional purchases, you are certainly not badly off. 😁

•

4

•

BamBamInvest@BamBamInvest

1Semana

@Tenbagger2024 then why don't you realize the losses if you lack conviction and if it's a drag ? 😁 Knowing you, you will find other investments ?

•

1

•

Johannes@Johannes1993

1Semana

Sold my shares a few days ago and regrouped... -19%...

••

BamBamInvest@BamBamInvest

1Semana

@Johannes1993 and shifted into what? 😁

••

Johannes@Johannes1993

1Semana

@BamBamInvest $RKLB and $ASTS but also rather as a small bet 😅

•

1

•

BamBamInvest@BamBamInvest

1Semana

@Johannes1993 Well, it looks like you want to recoup your losses quickly 🤣

•

2

•

Johannes@Johannes1993

1Semana

@BamBamInvest or completely knock everything on the head 🤣 although if the story only comes close to working out for both, I see real potential for the next 5+ years.

•

1

•

Ver todas las 11 respuestas adicionales

alphawolf@alphawolf

1Semana

I'm also well down on the candidate, but still believe in the company in the long term because I simply like the products, even if they don't fit into my price range :D

•

3

•

DividendenMax@DividendenMax

1Semana

The company can do a lot of marketing right now!

- F1 with advertisements, Moet....
- Real Madrid will soon be dressed by Louis Vuitton.
- Last Grand Slam (Roland Garros 2025) in Paris.
- Rimowa is doing abnormally well.
- Perfume they are extremely well positioned and are currently being hyped

•

3

•

Ruben Schoff@Sand

1Semana

@DividendenMax thanks for the info...F1 I have noticed the others so far. I think they will recover soon. In the long term a no brainer from my point of view.

••

~ S.@Semos25

1Semana

At 420 euros, I'm in too 🫣

•

2

•

BamBamInvest@BamBamInvest

1Semana

@Semos25 if we see them, certainly not the worst entry point. ✌️ This would probably be the most obvious option from a chart perspective

••

~ S.@Semos25

1Semana

@BamBamInvest I think it will still go down, but if it doesn't, it's no big deal

•

1

•

BamBamInvest@BamBamInvest

1Semana

@Semos25 had too much fomo, that's why I got in once, also wanted more Europe in the portfolio. Patience has never been my strong point 🫣

•

1

•

~ S.@Semos25

1Semana

@BamBamInvest oh yes fomo, I know that too well. That's also the reason why I currently prefer European stocks. I have too many American shares 🫣

•

1

•

Mav83!@Maverick4831

1Semana

Currently approx. 20% in the red, €25/month is coming in.

•

2

•

Imperial_Trading_Company@Imperial_Trading_Company

1Semana

A bottom simply won't form

•

1

•

ETF-DIY@ETF-DIY

1Semana

I find LVMH so ambivalent.
On the one hand, luxury will probably always work, on the other hand, I personally can't do anything with the products 😂

•

1

•

Ruben Schoff@Sand

1Semana

@ETF-DIY I didn't either and originally didn't want to invest. After I took a closer look, my opinion changed. However, you are investing in one of the most successful family businesses/luxury ETFs in the world and you always buy the "share", which when it's running makes massive gains regardless of the overall market. Arnaud buys massive amounts of shares and will continue to do so. His son is currently being slowly introduced to the management and the old man can't help but still turn up at the office every day at the tender age of 70. Just my few cents on the subject.

•

1

•

W. M.@W0io

1Semana

Top purchase

••

Gasila@equity_partner_762

1Semana

🚀🚀

••

I have just added the second tranche to my portfolio!