Energiekontor

DE0005313506

EKT

EKT

before it goes to 0

consider the cash in $CAT (+4,14 %) and $MRK (-1,78 %) to stecken🤟🏼

Dear Community,

here are the sectors of my depot

I think I have too much consumer staples...and too little healthcare!

I also think I have too much tech in my portfolio and I'm missing strong healthcare companies.

I would like to $LULU (-0,66 %)
$EKT (-0,45 %)
$ZBRA (+3,02 %)
$ADM (+2,85 %) and $MNST (-1,42 %) throw them out.

$PEP (-0,84 %)
$CAT (+4,14 %) I would buy more shares before adding new ones.

Which stocks from the financial sector do you find interesting?

i would also like to reduce the size of my portfolio so that i have a better overview.

Thank you very much!

what would you do specifically

Hello dear community,

I have taken a closer look at my portfolio

I have some problem candidates that have not been performing for some time or 1-2 years

$LULU (-0,66 %)

$DSV (-0,56 %)

$EKT (-0,45 %)

$ADM (+2,85 %)

$MNST (-1,42 %)

Do you have any opinions on the stocks or would you reallocate here?

thanks 🤟🏼🤟🏼

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (-4,57 %)

+411% Rheinmetall $RHM (+2,51 %)

+329% Redcare Pharmacy $RDC (+3,43 %)

+326% ATOSS Software $AOF (-0,16 %)

+262% PNE $PNE3 (+0 %)

+258% Mutares $MUX (+3,41 %)

+232% Energiekontor $EKT (-0,45 %)

+231% GFT Technologies $GFT (+2,77 %)

+230% Elmos Semiconductor $ELG (+4,82 %)

+229% Adtran Networks $ADV (-1,13 %)

+161% Commerzbank $CBK (-1,28 %)

+146% Krones $KRN (+1,41 %)

+131% Hella $HLE (-0,11 %)

+126% Munich Re $MUV2 (+1,2 %)

+125% Deutsche Bank $DBK (+1,72 %)

+111% VERBIO $VBK (-1,28 %)

+111% KSB (Vz) $KSB (-0,4 %)

+109% Infineon $IFX (+1,56 %)

+109% Siemens $SIE (+2,2 %)

+107% Talanx $TLX (+1,07 %)

+103% Encavis $ECV (+0,73 %)

+100% SFC Energy $SFC

+95% Nemetschek $NEM (+2,9 %)

+93% Aixtron $AIXA (-0,69 %)

+90% flatexDEGIRO $FTK (+3,78 %)

+84% SAP $SAP (+2,96 %)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.

$TSM (+4,57 %)

Sell in May ahh April and Go away.

Like every year before the dividend season, take profits.

According to $EKT (-0,45 %) and $IBDRY things are going well in the portfolio.

Now there are still $ALV (+0,8 %) and $EOAN (-2,35 %) are still on the sell list.

Yes I work with limits :-) at least actively with profits, with my losses I could be more consistent, but a $SDF (+2,25 %) and the $LHA (+2,32 %) also show positive examples of losses hold.

Greetings and have a nice week

So long

Smudo