$IPX (-15,28 %) Does anyone happen to know why IperionX (Titanrecycling) is currently being sold off so heavily? Several double-digit losses in a short time @Multibagger
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11Momentum winners and losers
@Tenbagger2024 Here are my winners and losers for November. As always, I am concentrating on the equity positions, even though the 6 biggest winners and the 2 biggest losers were derivative trades.
Let's start with the losers for a change.
1st place goes to
$INOD (+0,21 %) with - 27%
2nd place
$IPX (-15,28 %) with - 25%
3rd place
$GILT (-2,41 %) with - 24%
Among the winners
1st place
$ONDS (+1,17 %) with + 31% after the re-entry, so I have hit the momentum quite well there
2nd place
$LMND (+1,08 %) with + 29%
3rd place
$TTR1 (-1,36 %) with + 23%, who are appearing in this list for the first time and who I still have high hopes for in the long term.
I have a similar view of Technotrans.
Because I already have $VRT and $IESC in my portfolio, I would be taking too much of a cluster risk with technotrans.
In the case of Innodata and Gilat Satellite, I would contrast this with the good year. And so I see the correction only positively and remain invested in both stocks
Metallium: US listing on the NASDAQ
Hello dear community,
I'm sure some of the readers here have already noticed that some in $IPX (-15,28 %) or $MTM (-6,09 %) are invested. Both specialize in recycling rare earths and raw materials. The first mentioned focuses on titanium, which is indispensable for many applications.
The second, Metallium, is developing an FJH technology (FJH = Flash Joule Heating), which is a potentially revolutionary application. (Processing and recovery of mine concentrates, magnetic scrap and refinery residues) --> patented worldwide and new technology.
Now the NASDAQ listing is coming, I think that's a really good sign (From the current issue of "Der Aktionär":
Buy, buy more, hold and just forget about it for a few years, despite volatile phases.
I'm not letting any of it out of my hands and keep buying more.
It's a bet on independence from third parties such as China for critical raw materials.
What Europe is doing,....pff too many bureaucrats who check far too little
Short attack
Is the reason for the trading suspension of $IPX (-15,28 %) on Wednesday.
Here is a report on it.
https://www.ad-hoc-news.de/boerse/news/ueberblick/iperionx-aktie-kampf-ums-ueberleben/68352975
There will be news on Monday!
$IPX (-15,28 %) applied for the suspension of trading on Wednesday and this was approved. There should be news on Monday. No trading until then. The only question now is whether the news will be positive or negative. The development of the last few days/weeks tends to favor negative news. So there would be room for a positive surprise.😉 Let's wait and see.
The statement from IPX: https://app.sharelinktechnologies.com/announcement/asx/ff32289e77ccec390ff7ddf43efe2b59
There will be news on Monday!
$IPX (-15,28 %) applied for the suspension of trading on Wednesday and this was approved. There should be news on Monday. No trading until then. The only question now is whether the news will be positive or negative. The development of the last few days/weeks tends to favor negative news. So there would be room for a positive surprise.😉 Let's wait and see.
Not top 📈, but I'm satisfied 😁
Not comparable with the more than 25% in September, but still a significant increase.
Tops were $IREN (+5,86 %)
$PNG (+1,72 %)
$NVDA (+0,75 %)
$RKLB (+1,26 %)
Due to reallocations from $IPX (-15,28 %) and warrants, it could be that the actual performance still deviates a little (I was actually expecting 6-7%)...
And the first trading day in November has already started with a plus of over 5% (thanks $IREN (+5,86 %) ) 🚀
@Multibagger
@Aktienfox
@Tenbagger2024
@BamBamInvest
@All-in-or-nothing Now let's get your rewinds out! 👋👀
Portfolio update, concentration instead of diversification 📊
Hello everyone 👋
I have to be honest and say that the last few days have been a bit too exhausting for me. Following every company, and there have been more and more, has become too much for me 🤯 - and I realize how much time it takes to check the individual price movements (to always find the "best" entry). 🕵️♂️📈
I'm still young and actually want to fill my time with more effective things than constantly checking the prices. 📉📊📈
So I've drawn up a list of stocks where I think it's enough to look at the portfolio once a week or maybe even just once a month, because I assume that they will be higher in a year's time than they are now. 🚀
That's why I now only have seven companies in my portfolio and $BTC (+0,48 %) 💰
Bitcoin:
All 7 stocks were increased, and all other positions were allowed out (I still have warrants, but these are also to be gradually reduced!).
$PNG (+1,72 %) - (only a little, waiting for a setback)
$ONDS (+1,17 %) (should also be out of the portfolio by the end of the year)
$SOFI (+1,06 %) - (increased the most because the position was previously very small)
$BNTX (+0,31 %) - (unfortunately there was no money left today 😅)
Each company has a weighting of approx. 10/15% in the portfolio. IREN and Kraken Robotics a bit more, because I see the biggest upside there 💶
I know that these are stocks that would probably give value investors gray hair 😅,
but I'm deliberately focusing on growth. And even if one or two stocks take off, I will have achieved my target return of 25% per year. 💪📈
Please give me feedback on whether you think it makes sense to have such a concentrated portfolio - or whether you would say that the time investment is worth it after all and I would be rewarded with a return. 🤔📊
Kind regards ✌️
Small investor 😁
27% in September - benchmark clearly beaten, positively surprised 📈⚡️
Annual targets achieved in one month. Individual shares such as $IREN (+5,86 %)
$ASTS (+1,33 %)
$PNG (+1,72 %)
$TTR1 (-1,36 %)
$IPX (-15,28 %) ...
and warrants on $HAG (+4,1 %)
$ENR (+1,73 %)
$NVDA (+0,75 %) have done the rest.
I have therefore already exceeded the annual target of around 25% with the growth strategy in the second month 📈👍
My best month on the stock market so far and I see this month as at least a small confirmation of my reallocation...
I'm really super happy with such a performance 🌟
@Multibagger you must have made a good double-digit performance this month too, right? 😁 @BamBamInvest and @Tenbagger2024 you are of course invited to put your cards on the table again 😜
But you're still young and don't have much to lose.
But whatever you do, I'll pull mine 🎩
Implementation of my portfolio reallocation 📈 (give me feedback) 💶😁
Hello everyone,
Since a lot has happened in the last few days and weeks, I would like to give you an insight into how far my portfolio has changed in terms of growth and returns. First of all, the FTSE All World has been thrown out completely, as have the stable value stocks such as Airbus and Telekom. My "new" portfolio has so far included the following:
Position (weighting in the portfolio in %) Return to date in %
$BTC (+0,48 %) (13%)
Return to date +-0
$IREN (+5,86 %) (11,2%)
Return so far approx. +30
$RKLB (+1,26 %) (9,46%)
Yield yesterday still at +15% today at just under +4% 🤪
$PNG (+1,72 %) (9,4%)
Yield so far +15%
$TTR1 (-1,36 %) (8,67%)
Yield to date +-0
$IOS (-2,98 %) (8,55%)
Return so far approx +5%
$ASTS (+1,33 %) (8,54%)
Return to date approx +5%
$ZAL (-2,48 %) (7,35%)
Return so far approx +11%
$IPX (-15,28 %) (7,27%)
Return so far -5%
Warrants (only for those who are interested)
(sorted by weighting)
Long on Hensoldt MM2TXJ (+16%)
Long on silver MK81Z6 (+84%)
Short on Puma DU1SAE (+6%)
Inline OS on Zalando UG71Z8 (+93%)
Inline OS on Thyssenkrupp UG81HF (+80%)
Inline OS on Telekom (since today) PJ711H (-1%)
Discount Tut on Palantir VK38YE (-34%)
In addition, I now have a savings plan with 200 euros per month on Bitcoin $SOFI (+1,06 %) Tech, as well as 100 euros each on $VSAT (+0,82 %) and $BNTX (+0,31 %) (for the next pandemic, cancer therapy, and because of the thick cash cushion).
I think I've covered the areas of data centers and digitalization, as well as space and outer space. What I'm still missing is a convincing stock in the critical commodities sector (I have Iperionx, but I'm still looking for a candidate that convinces me)...
I'm up about 8% for the week and see this as a very small confirmation of the transformation in the portfolio, even though I know that these stocks are naturally more susceptible to a bear market xD
I'm not sure whether I'll be able to keep up the savings rates because I have to take my driver's license exams soon and I'm still doing my A-levels. And as I only work on a part-time basis, I don't have that much money available yet. My deposit is currently around 9900 euros and my short-term goal is to have enough money by the end of 2026 or early 2027 to buy my dream car, a Golf 7. 🙈
Please let me know what you think and whether you would do the same as me...
And if anyone else has a stock that would fit into my portfolio strategy, I would of course also be delighted...
HG Small investors ✌️🤝

Personally, I wouldn't touch stocks like Zalando with pliers. In the case of $ASTS, I honestly don't have the imagination to justify the valuation, they almost exclusively offer mobile satellites (most of which don't belong to AST itself) and it currently looks like they are steadily losing market share rather than gaining it. I don't have the research background for $VSAT. Edit: Why did you choose both AST and ViaSat? After brief research, both have the same focus, namely mobile communications on the move🤔.
In the area of mining/HPC/colocation, my choice no longer fell on $IREN after quite intensive research, as the valuation is currently too high for me in relation to a possible big deal.
In the area of critical raw materials, the question is what kind of exposure you are looking for suchst🤷🏼♂️. Titanium is currently in the portfolio, okay. Rare earths in general? Lithium in particular? Something completely different? In my view, you're being rather vague at the moment.
And the stocks you have chosen are not "more susceptible" to a bear market, but will then probably be completely slaughtered😅🫣. In my view, the valuations are far too inflated for that.
Hello dear community
I would like your help, especially those who have a custody account with Smartbroker or Scalable. I'm thinking of moving my securities account from Consors because the costs are really exorbitant. The only reason I still have it is because I have a few share savings plans there that are not tradable at TR and there are none at Flatex. I would therefore be very grateful if someone who is there could check for me whether they can be traded there as a savings plan and whether I can also transfer fractions. A sale and new purchase in a new custody account is out of the question due to the high costs. Specifically, it is about
Many thanks for your help. If you have any other suggestions for depots with other providers where this is possible at a reasonable price, I would also be interested in them.
And according to the AI support, fractional transfers are possible
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