1J·

Sell Rheismettal?

Aloha

I bought a single share last year $RHM (-2,99 %) and it is up. Is this plus justified? I think it will fall again, back to 7-800 euros. Now you could say: take out the stake, let profits continue to run, that would also work, because I hold the share with Neo Broker and can also have fractions there, but somehow it's very stupid to only have half or thirds of a share in the portfolio. Or?

Currently I would bake in ETF if I realize profit. Or hold? but not that this makes the same end of $TSLA (-5,06 %)
$HIMS (-9,32 %)
$NU (-6,73 %) and similar. all with regression to the mean

38Positions

2,14 %

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8 Commentaires

Yoshika@Yoshika

1J

ballistic Langkorn strategy.

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Fredi K.

@equity_expert_1695

2J·

Bear market

The free fall of these shares continues. How many buyers will continue to fall 🔪 ?

How much money will continue to be burned 🔥 ?

Perhaps faith and hope is not a good indicator on the stock market after all 😕

Very slowly you can start thinking about collecting solid shares 🤑

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14 Commentaires

Christian@Itsgoodtobebad

2J

Do you know who will be itching in 10 years? Exactly Wayne...

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Tenbagger2024

@Tenbagger2024

4J·

Nubank expands crypto offering with new altcoins

$NU (-6,73 %)

BRAZIL / MUNICH (IT BOLTWISE) - Nubank, a Brazilian bank backed by Berkshire Hathaway, has added four new altcoins to its crypto offering. This development underscores the growing importance of digital assets in the Latin American financial landscape.

Nubank, one of the leading digital banks in Latin America, has recently added four new altcoins to its crypto portfolio. This decision comes at a time when the demand for cryptocurrencies in the region is steadily growing. The newly added digital currencies are Cardano (ADA), Near Protocol (NEAR), Cosmos (ATOM) and Algorand (ALGO). This expansion aims to provide Nubank's 100 million customers in Brazil with a wider choice of digital assets.

Nubank's decision to expand its crypto offering is a strategic move to remain relevant in an increasingly competitive market. The bank, which is backed by Warren Buffett's Berkshire Hathaway, has made significant investments in the digital asset space in recent years. In 2021, Berkshire Hathaway invested $500 million in Nubank's Series G funding round, followed by a further $1 billion. These investments underline the confidence in Nubank's ability to grow in the digital finance sector.

Brazil, as the largest economy in Latin America, has experienced strong growth in the cryptocurrency sector in recent years. Stablecoins currently account for 90% of all crypto transactions in the country. This development shows that digital currencies are increasingly seen as an alternative to traditional financial instruments. In 2024, Brazil led the trading volume in Latin America with USD 6 billion, which underlines the importance of the market.

The launch of new altcoins by Nubank comes in an environment where other major players are also expanding their presence in the Brazilian crypto market. In January 2025, Binance became the first crypto exchange to receive a broker-dealer license in Brazil. The British fintech company Revolut has also recently entered the Brazilian market, further intensifying competition.

The expansion of Nubank's crypto offering could also be seen as a response to the growing acceptance of cryptocurrencies in the region. Brazilian lawmakers are currently considering allowing salary payments in Bitcoin, which could further boost the acceptance of digital currencies. These developments could lead to a greater integration of cryptocurrencies into the everyday lives of Brazilians in the long term.

Overall, Nubank's decision to expand its crypto portfolio demonstrates the potential and challenges associated with integrating digital assets into traditional financial systems. As the bank continues to invest in the crypto sector, it remains to be seen how the market will evolve in the coming years and what role Nubank will play in it.

https://www.it-boltwise.de/nubank-erweitert-krypto-angebot-mit-neuen-altcoins.html

www.it-boltwise.deNubank erweitert Krypto-Angebot mit neuen Altcoins

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2 Commentaires

Carsten@Carsten1970

4J

This decision in favor of pointless alt coins has resulted in a loss of 3.7% today.

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Anton2527

@Anton2527

6J·

Suggestions for improvement

Hello everyone,

I wanted to get your opinions and criticism regarding my portfolio.

Briefly about me: I am 19 years old, graduated from high school in the summer, then did two internships, one at a management consultancy and the other at a law firm. I then worked as a ski instructor from December to mid-March. I am also starting university in April.

My strategy: a mix of shares with growth potential (see $VUL (+4,38 %)
$NU (-6,73 %) or $HIMS (-9,32 %) ) and dividend stocks (see $D05 (-1,34 %)
$BAS (-1,12 %) or $8001 (-2,72 %) )

The core should consist of the three ETFs in the portfolio. I am currently in the process of bringing the China ETF to €1,000 of paid-in capital. I have no plans to invest in the S&P 500 and MSCI World in the near future.

During my school days, I did some reselling in addition to mini-jobs, which enabled me to build up my portfolio. I started investing in November 2021.

Please let me know your thoughts and criticisms in the comments!

21Positions

18 523,46 €

23,34 %

5

3 Commentaires

Paladin R.@PallyRo

3J

Dude, tbh the fact you're starting at 19 and already have a near 20k account means you've pretty much already won. You could just reach your goals by having the ETFs and 1 BTC related position and you'll retire before your 30 if you keep investing regularly. You shouldn't stress about stock picking. Keep the ETFs and switch the individuals to something like SCHD.

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GeldGenie

@GeldGenie

6J·

Option expiry

Actually, I didn't want to increase the NU at all - but now it's been thrown at me... ^^

Will be sold again as a short call and premiums earned in the meantime. Not sure yet about strike and maturity. Possibly 15s in June. Could live with 36% profit on the selling price and the premium would be around 2% over 3Mte... Schauma mal!

24.03

Nu Holdings

Acheté x200 à 11,00 $US

2 200,00 $US

14

7 Commentaires

Roan@HrtPyn

6J

What do you mean by strike, what do you mean by 15s, and what premiums are you talking about? That's like a new language 😂

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Nova

@Nova_portfolio

1Sem.·

Looking for input

So I just realised that I've been investing for exactly 1 year and 1 week, so I thought this would be a good moment to reflect. I'm 36, the total portfolio size is 50k+ and the money isn't needed in short term. My portfolio summarised:

1. ETF core, 50% at minimum: $VDEV (-1,75 %) and $VFEM (-1,73 %) , recently added $EUE (-0,93 %) as I see more potential in the EU than in the US in the short-medium term. I like how a combination of these 3 ETFs allows for more adaptability than simply putting everything in a world ETF. Plus, the TER is a bit lower.

2. Individual stocks, max 10 positions, only including companies that I understand and have faith in that they will perform well in the next couple of years. The goal is to at least match $IWDA (-2,41 %) but preferably to make some additional gains. In summary:

Tech:

$NVDA (-2,82 %) : committed after the post-Deepseek dip, will just wait out all the short-term turbulence

$AMZN (-4,95 %) : doesn't need additional info.

$ASML (-2,28 %) : ditto

$VRT (-4,34 %) : see one of my previous posts on GQ. Bit too volatile for me now, but when the AI-hype picks up again, will perform well.

Health:

$NVO (-2,29 %) : I have a lot of faith in the GLP1-narrative, stock is very undervalued

$LLY (-0,99 %) : same at NVO, got pummeled hard recently but in longer term another good bet in the GLP1-race.

Divident:

$ALV (-0,53 %) : popular German insurance company. Divident-wise, I have more faith in insurance companies than banks. Banks also face more headwinds due to fintech.

$ASRNL (-0,95 %) : comparable to Allianz, solid, no-nonsense Dutch insurance company.

Bit more speculative:

$NU (-6,73 %) : I think fintech has a lot of potential and NU was valued quite cheaply compared to US- or EU-based counterparts. Could benefit from US recession if USD evaluates.

What are your thoughts? What would you add or lose? I'm thinking of adding $GOOG (-5,69 %) when the current downtrend subsides. Does make the portfolio more tech-heavy but all companies are internationally oriented (in case of US recession) and should outperform in the longer term.

Thanks in advance!

12Positions

3,21 %

6

11 Commentaires

CaptainRTL@CaptainRTL

4J

That's quite an interesting strategy you're following. With individual stocks, you should check the weighting of your ten positions once a year and see if any rebalancing is necessary. And as I see it, 50% is in ETFs. A classic core-satellite strategy.

I don't know how much money you have invested, but if it's less than €10,000, I would recommend building a solid foundation with ETFs first and gaining some experience.

Additionally, I would stick with the strategy you have now and not abandon it too quickly. Constantly switching back and forth rarely leads to success, so stay the course.

If your individual stock positions are only around €100 each, or even less, I would simply put that money into an ETF instead.

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