New positions:
Focus H2 2025:
$PYPL (+0,08 %) Expand position (Equal with the $SOFI (+4,03 %) investment)
$ASML (+5,69 %) Expand position to €10k invested capital
Reinvest dividends accordingly.
Focus H1 2026:
Expansion of the remaining positions and entry into $BMNR (-4,26 %) (earlier if necessary).
Watchlist:
What do you think?
