This or something similar could be my personal headline for 02.01.2026.
In addition to receiving my letter of congratulations on passing my probationary period after changing jobs last summer, it was of course another savings plan day.
In addition to the investments worth the equivalent of €1,375 to be collected there every month (€25 in $ATAI has not yet gone through due to the relocation to the USA, so I'm curious to see whether the NASDAQ-listed securities are still eligible for the savings plan😅), a further €1,000 has found its way into the market and thus into my portfolio.
In this case, it was not a "quick 1-2 new positions between the holidays" action like a few days ago (the days were really crazy to say the least with the price movements of some stocks with rather thin volumes), but a targeted increase in some of my existing positions, which were of course already provided with a savings plan.
I have done the same thing from time to time over the past few months with the previously smaller savings plan positions in my portfolio, and this time was no exception.
This time, I increased the positions in equal parts:
Overall, I am quite satisfied with my current portfolio structure, but I will sit down from time to time during the course of the year and review existing positions, check my investment theses and probably also simply take profits on stocks that are more "bets" than long-term investments for me ($BITF (-1,12 %) , $HIVE (+1,41 %) , $REKR (+4,04 %) , $FBIO and one or two in the rare earth/critical raw materials sector).
A few new positions may then be added, but the aim here is clearly to liquidate positions first (where appropriate) and only then to open further positions.
How are you doing? How did your first trading day of the year go? Do you also have one or more of the stocks mentioned in your portfolio? How do you feel about them?
