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sakamotoo
@sakamotoo
3Sem.·

Yesterday's restructuring ⚙️

The following small positions were reversed:


$VOW (-1,2 %) (3)

$DEZ (+3,11 %) (25)


Newly included:


$FTNT (+0,74 %) (10)


Increased:


$NOVO B (-2,9 %) (9)


I wanted to tidy up my portfolio a bit, as these small positions were just bobbing around and I hadn't really thought through both investments.


I also wanted to take up a cybersecurity position.

22.12
Fortinet logo
Fortinet
Acheté x10 à 68,99 €
689,90 €
15
6 Commentaires
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HamsterFrodo@HamsterFrodo
3Sem.
Novo still perfectly topped up 😂
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sakamotoo@sakamotoo
3Sem.
@HamsterFrodo joa I'm still 15% in the red 😂
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HamsterFrodo@HamsterFrodo
3Sem.
@sakamotoo am also still down 25%. But I have been adding to the stock from time to time during the last dips. Had an entry price of €84 at the beginning and am now at €58
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sakamotoo@sakamotoo
3Sem.
@HamsterFrodo looks very similar for me. Fortunately, mine is now "only" €51. But Novo is also bought for the long term
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Cossi@Cossi
3Sem.
Wouldn't okta or Palo be better off here?
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sakamotoo@sakamotoo
3Sem.
@Cossi good question, I looked at all the relevant companies and found many of them a bit too expensive
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