Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+2,36 %) / $AVGO (-0,22 %) / $MPWR (+4,32 %) / $AMD (+8,22 %)) and OS selling ($RKLB (-1,3 %) / $AMD (+8,22 %)), the portfolio will be rebalanced and restructured. $RKLB (-1,3 %) , $LMND (+7,22 %) , $GOOG (+2,95 %) and $9988 (+4,7 %) but I'm not touching them (yet) 😀
Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.
- After almost a year of watching, I dare to re-enter at $GRAB (+1,14 %) - further increase to 500 shares would be considered
- at $HIMS (-3,95 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0,73 %) increased to 13 shares
- $WKL (-0,09 %) increased to 18 shares
- $AJG (-3,17 %) Position filled, 7 shares
- $DXCM (+1,75 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+0,46 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-3,51 %) collected, savings plan continues
- $RSG (+0,93 %) , $CCEP (-0,65 %) and $DDOG (+7,12 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,94 %) , $WINC (+0,85 %) , $SCWX (+1,14 %) and $EXH5 (-0,76 %)
I am still undecided about the potential increase in $UBER (+1,97 %) , $NU (+1,15 %) , $ZTS (+1,42 %) and $TTD (+3,67 %) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.



