During my first year of investing, I bought a lot of shares that I didn't really understand what they were doing. In the course of my restructuring, I would like to reduce my number of shares from almost 30 to 15 in the long term. However, I want to do this over a longer period of time, as these are not bad companies.

Shares that I want to sell

Apple $AAPL (+0,96 %)
Medpace $MEDP (+1,92 %)
ResMed $RMD (-0,73 %)
Shimano $7309 (+5,96 %)
LVMH $MC (+2,85 %)
Genmab $GMAB (+2,72 %)
Pernod Ricard $RI (+1,44 %)
Pilbara Minerals $PLS (+16,57 %)
Sixt $SIX2 (-0,21 %)
McDonald's $MCD (+0,45 %)
Domino's Pizza $DPZ (-1,46 %)
Crowdstrike $CRWD (+7,45 %)
Salesforce $CRM (-2,44 %)
Nvidia $NVDA (+2,53 %)

Just to clarify, I am not selling these companies because they are bad companies, but because they no longer fit into my investment strategy. I will only invest in companies that are not included in the classic world ETFs, but which I nevertheless understand well.

My question would be what you generally think of this and in which order you would sell the companies listed (as they are listed, this is my preferred order)

32Positions

44 260,42 €

6,92 %

3

13 Commentaires

Tenbagger2024@Tenbagger2024

1Année

I would let companies that are still in an uptrend continue to run.

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DerMartin

@DerMartin

2Année·

Shimano $7309 (+5,96 %)

Do any of you have an idea why Shimano has not benefited at all from the upswing in the Japanese stock market? Unfortunately, I can't find any reasons on my own and hope someone of you has an idea.

1

9 Commentaires

Stefan@InvestmentPapa

2Année

I've been getting these "hopeful vibes" from Shimano for years. This has been a thing at least since the Corona era, but also before that, where everyone who invested had their hopes up when they "suddenly" came across them. I'm somehow not surprised. I have my, admittedly not entirely conclusive, not generally recognized and not business-like theory, but still "Too big for surprises." The investment ideas, i.e. "exceptional growth", outperform against competitors, development pipeline, etc., have simply been speaking a different language than "buy" for share price rockets for years.
I think most investors fall into the "I see it every day, so it must be successful" belief. Coca Cola is not a share price rocket either, but at least for many it delivers the faith food dividend, which Shimano also does, but with exchange rates etc. it is anything but benevolent like Coca Cola.

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Astrid

@Lotti

3Année·

2nd tranche thanks to falling share price 😀

30.12

Shimano

Acheté à 147,10 €

1

Bernhard

@Bernie333

3Année·

What is your opinion of Shimano.

Am coveted angler and also MTB driver ... I think that even in the future Shimano plays a big role. In both areas Shimano is top represented in terms of quality and sales volume. Almost no bike leaves the tape without a Shimanokomponente.

In the meantime, we have arrived at just under -50%.

How do you see the current valuation and the future of Shimano? Will it go even masiv lower?

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1 Commentaire

DerMartin@DerMartin

3Année

I have started to save Shimano as a savings plan. Huge market share and there is an absolute trend towards alternative mobility. The bicycle is a big part of that.

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Lucrash

@KapriolenCapital

4Année·

Ring Ring 🚲

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1 Commentaire

Tim@Minusgeschaeft

4Année

And 🎣

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Martin Muster

@Sirius

4Année·

I've been wondering the last few days why my entire watchlist is red, with the exception of Shimano? This morning it was the other way around. Everything is rising slightly, Shimano has fallen a bit.

Is this due to the time difference Japan/EU?

1

1 Commentaire

Zoro@RoronoaZoro

4Année

I think they presented the quarterly figures yesterday, which probably didn't go down as well with some people as they had hoped, as it looks :D

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Tim Kaluza

@Timboo

4Année·

I invest in various companies from the bicycle industry, Accell Group, Shimano and since their IPO also Bike24.

The market will go up, as long as environmentally friendly infrastructures are an issue in Europe and the rest of the world, the demand of bikes will increase.

People are switching to bikes and are willing to pay money. The more bikes in circulation, the higher the part demand.

I like both the ambitions and the achievements of Bike24 so far and remain bullish!

$ACCEL
$BIKE (+1,05 %)
$7309 (+5,96 %)