Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-9,91 %) / $AVGO (-2,94 %) / $MPWR (-6,43 %) / $AMD (-7,95 %)) and OS selling ($RKLB (-5,2 %) / $AMD (-7,95 %)), the portfolio will be rebalanced and restructured. $RKLB (-5,2 %) , $LMND (+8,07 %) , $GOOG (+3,56 %) and $9988 (+6,19 %) 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 (+7 %) - further increase to 500 shares would be considered
- at $HIMS (+5,35 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (-0,35 %) increased to 13 shares
- $WKL (+6,95 %) increased to 18 shares
- $AJG (+4,4 %) Position filled, 7 shares
- $DXCM (+6,1 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-0,05 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-3,81 %) collected, savings plan continues
- $RSG (+0,41 %) , $CCEP (+4,43 %) and $DDOG (-16,36 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+1,36 %) , $WINC (+0,87 %) , $SCWX (+1,28 %) and $EXH5 (+3,37 %)
I am still undecided about the potential increase in $UBER (+6,87 %) , $NU (+2,91 %) , $ZTS (+4,97 %) and $TTD (+4 %) - 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.
