Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+1,99 %) / $AVGO (+1,26 %) / $MPWR (+0,56 %) / $AMD (+1,92 %)) and OS selling ($RKLB (+0,54 %) / $AMD (+1,92 %)), the portfolio will be rebalanced and restructured. $RKLB (+0,54 %) , $LMND (+0,6 %) , $GOOG (+0,24 %) and $9988 (-0,25 %) 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 (-0,18 %) - further increase to 500 shares would be considered
- at $HIMS (+0,78 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (-0,21 %) increased to 13 shares
- $WKL (-1,12 %) increased to 18 shares
- $AJG (+0,18 %) Position filled, 7 shares
- $DXCM (+0,26 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+1,59 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (+0,57 %) collected, savings plan continues
- $RSG (+0,31 %) , $CCEP (+0,06 %) and $DDOG (+2 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,19 %) , $WINC (+0,21 %) , $SCWX (+0,3 %) and $EXH5 (+0,3 %)
I am still undecided about the potential increase in $UBER (+0,18 %) , $NU (+0,65 %) , $ZTS (-0,19 %) and $TTD (+0,27 %) - 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.
