Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-4,21 %) / $AVGO (-1,83 %) / $MPWR (-2,32 %) / $AMD (-3,31 %)) and OS selling ($RKLB (-3,7 %) / $AMD (-3,31 %)), the portfolio will be rebalanced and restructured. $RKLB (-3,7 %) , $LMND (-3,22 %) , $GOOG (-2,23 %) and $9988 (-3,61 %) 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 (-2,16 %) - further increase to 500 shares would be considered
- at $HIMS (-3,45 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (-2,49 %) increased to 13 shares
- $WKL (+0,38 %) increased to 18 shares
- $AJG (-0,97 %) Position filled, 7 shares
- $DXCM (-0,3 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-0,94 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-3,96 %) collected, savings plan continues
- $RSG (-0,89 %) , $CCEP (-0,92 %) and $DDOG (-0,96 %) also continue to run in the savings plan alongside the ETFs $UBU7 (-1,66 %) , $WINC (-1,85 %) , $SCWX (-2,12 %) and $EXH5 (-4,3 %)
I am still undecided about the potential increase in $UBER (-1,44 %) , $NU (-2,38 %) , $ZTS (-1,08 %) and $TTD (-2,09 %) - 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.
