2Semana·

Position dissolved

After careful consideration and despite a painful -65% price performance, I decided to sell Enphase and took out the last €500. It was once the star of my portfolio in 2021 and 22, but has fallen sharply since then. For me, it is currently valued like a growth company, only without growth in the figures for three years. And I doubt that anything will change under Trump in a trade war. If Trump then overturns the Inflation Reduction Act, I think Enphase will be on fire. The last earnings call, which I listened to in part and from which I was unable to draw any inspiration at all, then gave me the rest. So, finish the chapter, wipe my mouth and move on.

23.04
Enphase Energy logo
Vendido x12 en 40,70 €
488,40 €
65,43 %
5
3 Comentarios

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Also sold completely. I pulled the ripcord six months ago. (-45% I mean).
But well, always being on the winning side would be boring 😁
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@Invest_wise Jo, so what hurts is that I once came from 200% plus (May 2020 entered at 54€, then ruined at the end of 2022 by bad follow-up purchases), but I still think it was right to sell now and I don't regret anything.
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That's right, out with the critters, in with the wine 🍷
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