Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+1 %) / $AVGO (+0,48 %) / $MPWR (+0,5 %) / $AMD (+1,59 %)) and OS selling ($RKLB (+3,06 %) / $AMD (+1,59 %)), the portfolio will be rebalanced and restructured. $RKLB (+3,06 %) , $LMND (+0,89 %) , $GOOG (+0,44 %) and $9988 (+3,73 %) but I'm not touching them (yet) 😀
Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.
- After almost a year of watching, I dare to re-enter at $GRAB (+1,02 %) - further increase to 500 shares would be considered
- at $HIMS (+0,98 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0,51 %) increased to 13 shares
- $WKL (-1,7 %) increased to 18 shares
- $AJG (+0,72 %) Position filled, 7 shares
- $DXCM (-1,21 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+0,85 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (+1,18 %) collected, savings plan continues
- $RSG (+0,3 %) , $CCEP (+1,2 %) and $DDOG (+0,23 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,4 %) , $WINC (-0,13 %) , $SCWX (+0,52 %) and $EXH5 (+0,82 %)
I am still undecided about the potential increase in $UBER (+0,52 %) , $NU (+0,75 %) , $ZTS (+0,49 %) and $TTD (+0,97 %) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.
