Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+7,36 %) / $AVGO (-6,51 %) / $MPWR (+1,11 %) / $AMD (+5,67 %)) and OS selling ($RKLB (-0,65 %) / $AMD (+5,67 %)), the portfolio will be rebalanced and restructured. $RKLB (-0,65 %) , $LMND (-0,35 %) , $GOOG (-0,23 %) and $9988 (+1,98 %) 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 (-2,25 %) - further increase to 500 shares would be considered
- at $HIMS (-2,4 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (-2,78 %) increased to 13 shares
- $WKL (+0,98 %) increased to 18 shares
- $AJG (-1,27 %) Position filled, 7 shares
- $DXCM (-1,9 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+0,21 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-4,42 %) collected, savings plan continues
- $RSG (-0,59 %) , $CCEP (-0,21 %) and $DDOG (+1,25 %) also continue to run in the savings plan alongside the ETFs $UBU7 (-0,54 %) , $WINC (-0,31 %) , $SCWX (-0,57 %) and $EXH5 (+0,75 %)
I am still undecided about the potential increase in $UBER (-0,36 %) , $NU (+7,45 %) , $ZTS (-2,65 %) and $TTD (-2,62 %) - 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.
