July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (-9,27 %)

$KSPI (-2,64 %)

$NICE (+0,47 %)

$ALCRB (-2,67 %)

$DSFIR (+1,21 %)

$CELH

$PYPL (+0,4 %)

let's see what happens :) I wish you all continued success with your investments.

$NICE I have now added it to my portfolio for the first time. The trigger for me was the takeover of the German AI start-up Cognigy. Afterwards, I went through the Bloomberg analysts and was impressed by the company's market position. A long-term investment for me. Looking forward to any practical reports :)