Kasper (@kasperflapscher) sur getquin

4Sem.·

Hello everyone

I wanted to know what you do when a stock in your portfolio has risen sharply. In my case it concerns the two shares$PLTR (+6,35 %) and$APP (+5,4 %) n, which have performed very well. As a result, the ratio between ETFs and shares in my portfolio has shifted somewhat.

How would you proceed in such a situation? I am looking forward to your opinions.

Thank you very much!

22 Commentaires

Stephan@Blumentopf

4Sem.

Buy as much of the ETF as necessary 😅

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Sansebastian@Sansebastian

4Sem.

If I were you, I would take partial profits and put them into an ETF

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Meister L.@Lumimyrsky

4Sem.

in 10 years they may still be up several 1000%. If the success story turns, you can always get out earlier

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Bob@NoBobble

4Sem.

I also have this luxury problem at the moment $PLTR I leave them and don't save them any more. Over time this will grow out. I'm also guessing that Palantir will fall a little over the next two months or at least move sideways. If not, that's good too 🙂

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Thomas@UndNun

4Sem.

Several possibilities:
- if you still have confidence in the matter, continue to invest
- if necessary, sell at least enough to recoup your previous investment. Then you will clearly have a profit, whatever else happens
- at the latest at the second draw down, think about whether you should take a larger profit.

And of course check whether the valuation of the share still fits.

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Timo@Aktienorang-Utan

4Sem.

Hold.

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Imvestment4Life@Investment4Life

4Sem.

Nix... keep running.
Why send the winners out of the race?!?!!

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Voir toutes les 2 autres réponses

JJ-Invest@JJJanson

4Sem.

If you are looking for an exit, I would place a trailing stop loss order with a tight stop.
In the case of palantir, I would look for an exit at the valuation and be grateful that something so absurd happened and that you were there 😁

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Carles@Carles

2Sem.

I’m up 800% on $APP. Not selling… at this point I wouldn’t buy more, as valuation is not cheap anymore… but they’re leaders in their maket, performing way better than their competitors and mantaining high growth. Addtech is only going to grow, they have the best product, and they might expand their business in other markets. It is still not that expensive considering all this.
About $PLTR i’m not going to give opinion as I haven’t done my homework, but the same principle applies to any outperforming stock… if the multiples make sense in the future, keep it, if valuation is rich even considering future growth then sell a part.
Of course shit can happen, like with $SMCI , in their case numbers justify a better valuation and I was sad to sell it, but if their numbers are cocked the stock price collapses 😂, let’s hope $APP and $PLTR have a better management…

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Metis@Metis

4Sem.

Adjust the weighting by buying additional ETFs. :D

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