I started to restructure my portfolio at the beginning of the year.

Out went a few underperformers and a partial sale (33%) of Siemens Energy to take some profits.

Now there is still a partial sale of $VUL (+0,45 %) as this company currently accounts for 16% of my portfolio and is a very risky bet.

In future, no single stock should account for more than 10%.

My goal for 2025 is to beat the S&P500 again.

Sell:

$LITU (+0,51 %) ( - 260€ )

$SBX (+1,57 %) ( -330€ )

$NANO (-0,58 %) ( -1732€ )

$ENR (+1,41 %) ( +1774€ )

Purchase:

$ASML (+2,06 %) ( 5x )

$NU (-0,25 %) ( 100x )

$HLAG (+1,89 %) ( 2x)

$UBER (-0,69 %) earnings when pump?

eggs on the table guys.

how far to gamble?

$AAPL (-1,09 %)

$ASML (+2,06 %)

$SBX (+1,57 %)

$NFLX (-0,87 %)

$TSLA (+0,41 %)

No mentors, no millions.

Guys, one of the most important lessons I learned on my way to my first million: Without mentors, it will be hard.

The following people were formative for me:

- Thomas Kehl 🌟: @finanzfluss Most important time as the first employee. I dropped out of my studies (art/social psychology) because it was wild back then. He entrusted me with 6-figure marketing spends...

- @christian 🚀:getquin. Second station and full throttle left lane to 20 million series-a. Thank you, without the connections and the case study I wouldn't be here today!

- Christian Angermayer 🧠: $MNMD (-0,26 %)

Visionary who opened up new horizons with every investment. His success? A galaxy of brilliant ideas.

- Lars Müller 🧐: $SBX (+1,57 %) Analytical strategist who got me deep into the cannabis game.

Now it's your turn: who are or were your shining stars or mentors?

Share your stories and let's discover the wisdom of your mentors and refine our investment journeys! 🌟

Yours, Calvin Hayward

---

I look forward to your contributions and the inspiring stories of your mentors! 🌟📊🚀

$SBX (+1,57 %)

In my opinion, anyone who is actually still considering entering the $SBX should at least wait for the re-test of the 9.98 EUR.

Many cannabis stocks have not yet made the move and currently offer a much better risk/reward ratio. I.e. Tilray or Canopy:

$SBX (+1,57 %) How much would you set a limit order at? Do you still see a lot of potential? Currently 100% in +

Federal government gets serious with #bubatzlegal and the share flies. I'm curious to see if that really happens. I still have a few shares that I hold (I worked closely with the CEO for a while).

$SBX (+1,57 %)

https://www.bundestag.de/dokumente/textarchiv/2023/kw48-interview-kappert-gonther-980572

I find $SBX (+1,57 %) extremely interesting right now. Especially after the big purchase of Frank Otto. What do you guys think of it? Personally, I will shop after the next dip 🛍️

Stay tuned! I had the opportunity to talk to Lars Müller, CEO of Synbiotic SE. $SBX (+1,57 %) and asked him, among other things, what he thinks of celebrity investors like Snoop Dogg and how his company is dealing with the legalization of cannabis.

All this and much more very soon in the Aktienimpuls Podcast.

Up almost 40% today, already taking profits? 🤔