Moin Moin, sold at just under -40%, leaving only a small position.

was regrouped into $MC (+0,4 %) 1x and $8001 (+0,66 %) 35x

have a nice weekend and always remember to sell losses and not to wait any longer:)

$KER (+1,01 %)

Hi folks,

I would like to hear your opinion on $KER (+1,01 %) . If they manage to build on their old successes, there is still a lot of room for improvement, what do you think?

$MC (+0,4 %) is not an alternative for me Frage🙆🏻‍♂️

So I used the little nightcap for a small installment.

LVMH always works in the long term.

Greetings.

I'm currently somewhat liquid again and looking around for opportunities.

The FOMO has really hit me hard and is making me very unhappy. But I'm sure a few more opportunities will come up.

Why?

I've been on the stock market since 04/2024 (very short-term) and have had a few companies on my radar since then. On the one hand $HIMS (-26,15 %) which I was advised against by some analyses (price at around €13)

Then it was $1810 (+2,88 %) Xiaomi at €2.80

I bought a cell phone from Xiaomi 3 years ago and was more than impressed. But I didn't buy it because I read that it was stupid to invest in Chinese companies.

At $PLTR (-3,33 %) I waited for a correction at €17 and then unfortunately missed the train completely and lost sight of it.

The last one was $RKT RocketLab, which I took a look at at €10. I assumed that they had no future here, as Space X would take over the market as a more than major competitor.

$MC (+0,4 %) I actually missed out on this too, as the share price rose faster than I would have liked.

I was on the verge of investing in all 5 and blocked myself from doing so. That's why it really hurts to see other people's returns and not have done it. (I wish everyone here all the best) That's what the community is for.

The pain will remain, but I am currently looking to the future.

My current watchlist consists of:

$AMD (-2,29 %) I am still waiting for a bottom to form here. But I don't think it will fall significantly. With the new Playstation and the huge demand that Nvidia cannot meet on its own and the decreasing competition from Intel, I think it is very interesting.

Target price to buy/tranche at €105 or €115, depending on how it develops.

$GRAB (+1,66 %) I wanted to get in here a few days ago and suddenly the +15% came.

In my opinion, it has a lot of potential and is very well known in certain regions. Competition is also limited and Uber is not interested in the market.

Target price to buy/tranche at 5€

$RKLB (-6,21 %) will hopefully come back to €20. That's where I would get in. I see a lot of opportunities for Space in the long term, as it could be a future trend.

$MELI (-4,31 %) If it corrects again and at $NU (-11,11 %) I am currently waiting again.

Also exciting is $SUNN (-2,87 %) or $BABA (+5,86 %)

What is your opinion? And what is on your watchlist and when would you buy? I find what you have on your radar pretty exciting at the moment.

Hello to the community ✌️

I am new to this platform and would like to introduce my portfolio to you. I am more or less a newbie on the stock market. During the first corona lockdown, I started to get involved with the stock market. Towards the end of 2021/beginning of 2022, I opened my portfolio. I watched a lot of YouTube videos, read books and looked into finfluencers. Since then, I have been diligently buying and selling shares. Of course, I also had to learn a lot - and after three years of "stock market experience" I'm still paying, but fortunately not as much!

I recently discovered the Getquin platform and have been diligently reading posts and comments here. I'm curious to see what the more experienced among you have to say about my portfolio. I hope to gain a lot of added value from the platform and am therefore looking forward to numerous tips and suggestions for improvement.

Before I became intensively involved with the stock market, I had already saved a certain amount of money. Originally, this money was intended as equity for a condominium. But then came the coronavirus crisis, and during the first lockdown I decided to "spend" it on the stock market instead.

At first, like probably many beginners, I randomly bought whatever YouTubers and finfluencers recommended - without any real knowledge or experience. A good friend told me at the time: "Invest all your money in the $IWDA (-1,03 %)
and just let it run." But I had skepticism, fear and a lot of "But, but, but..." in my head. That's why I initially only invested a portion and later switched to the $VWCE (-0,92 %) to achieve a broader diversification. At the same time, I regularly bought and sold individual shares, etc....

Initially, my focus was strongly on dividends and dividend yields, but since last year I've been increasingly concentrating on growth stocks, so I haven't bought the $VWCE (-0,92 %) not bought any more for the time being. I want to change that over time and weight the ETF even higher

My current portfolio:

It currently consists of 36 positions:

- 1 World ETF

- 35 Individual stocks

I would like to reduce my portfolio to 30 positions or fewer in order to be more focused.

My strategy:

I plan to hold approx. 18-20 shares as growth stocks as growth stocks. The remaining positions should be dividend growth stocks be dividend growth stocks.

The technology/semiconductor sector has been weak recently (apart from Palantir), but I am convinced that it will outperform the market over the next few years. I would therefore like to hold this sector with 30-35% of the portfolio of the portfolio.

$PLTR (-3,33 %) is my largest position, but I have been thinking about liquidating it for a few weeks now because the valuation now seems to me to be beyond good and evil. However, I am actually a friend of letting profits run.

With REITs I'm still undecided as to whether I should liquidate them or keep them for diversification.

$DHR (+1,24 %) Over time, I would like to replace$SYK (-0,56 %) but no suitable opportunity has yet arisen.

$NOVO B (+5,32 %) , $ASML (-0,72 %) , $ALV (-0,14 %) and $MC (+0,4 %) should cover my European block. With these 4 stocks, I am optimistic that things will pick up again in the near future.

Planned portfolio allocation for the next few years:

TECHNOLOGY / SEMICONDUCTORS 30%

HEALTH 20%

FINANCES 15%

CONSUMER GOODS 15%

CONSUMER STAPLES 10%

INDUSTRY 5%

REITS 5%

I am looking forward to your tips and opinion, and maybe you have any stocks to add to my portfolio🫡 and sorry for the full text 😅

Have a nice evening 😬

The price is higher now, but I see it as a positive thing in the long term - every now and then a savings plan will balance it out again 😌

and $ASML (-0,72 %) topped up .

Dear friends of sophisticated investment,

I have been investing for a few years now, albeit more theoretically. Since then, I have mainly made monthly payments into ETFs and would now like to take the next step on the stock market: selected individual shares as satellites to an ETF as a core.

In figures, I plan for the year 2025 as follows:

At my disposal: 1500€

ETFs:

500€ in $VWCE (-0,92 %)

shares:

Basically, I try to use the selected shares to balance out the high proportion of US shares in the $VWCE (-0,92 %) somewhat.

I will briefly explain why I chose the following stocks without going into too much detail.

200€ in $NU (-11,11 %) (Brazil)

Banks are an interesting topic in South America. Many of the people living there do not have a bank account. An interesting growth market for companies based there in the FinTech sector.

200€ in $ASML (-0,72 %) (Netherlands)

"In a gold rush, don't invest in gold diggers, invest in shovels" is a well-known quote from André Kostolany, a well-known investor and financial expert. So why not ride the semiconductor trend, but with the company that sells the machines to manufacture them? Semiconductors are needed in all kinds of industries. The market is currently estimated to be worth 611.35 billion dollars and is expected to grow to 2062.59 billion dollars by 2032.

200€ in $NOVO B (+5,32 %) (Denmark)

Humanity is getting fatter and fatter. By 2035, the number of overweight people is expected to increase from around 1.01 billion today to 1.53 billion. The well-known weight loss injection from $NOVO B (+5,32 %) and, of course, medication against diabetes.

200€ in $MC (+0,4 %) (France)

Insane moat, great margins and active in many luxury sectors (right ETF for this company). Due to the rising standard of living in the western world, but also due to a growing middle and upper class in the emerging markets, more and more people can afford luxury products.

200€ in $FTNT (-3,08 %) (USA, I know)

IT security products are becoming increasingly important due to the digitalization of the entire world and, of course, the threat of disputes between countries in the digital space.

$FTNT (-3,08 %) is already a leader in the firewall sector and will continue to grow with this and other competencies in line with the trend.

Any money left over at the end of the month is put aside and invested in the above-mentioned shares when exciting opportunities arise.

What do you think of my approach? What do you think of the weighting of the shares in the ETF? What do you think of the stock selection?

Please let me know and I look forward to hearing from you in the comments.

Best regards

Hello dear community, I bought 2 shares on 7.07.2024 at a price of $MC (+0,4 %) at a price of 706 per share and am therefore in the red. I am currently considering selling in the red and switching to the $EXXT (-1,69 %) as I am up 14% with this one since 11.10.2024. So this one is doing better.

I look forward to your advice

$ELF (+5,42 %)

Short interest still at 12%

$ULTA (-1,47 %)
$OR (+1,22 %)
$EL (+1,18 %)
$MC (+0,4 %)