12H·

Reallocations & profit taking

Swap: Linde $LIN (-1,34 %)
for Ferrari $RACE (+0,57 %)

I have thrown Linde completely out of the depot. (had it for about 2.5 years)

The entire sum went directly 1:1 into Ferrari.

Profit taking: Intel $INTC (-2,08 %)
& NVIDIA
$NVDA (+2,53 %)

Intel is currently up around 300% in my portfolio. I have used this to clean up a bit:

  • I pulled out the original stake completely.
  • I am now simply letting the pure profits continue. (maybe with a stop loss, let's see)
  • The capital released from the stake is now invested in NVIDIA.
5
4 Commentaires

But why?
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@DividendHawk because it makes sense?

What is your opinion?
@Twizzi would have liked to know your reasons for throwing out a Linde. Of course Ferrari is interesting at the current valuation level, but both in the
portfolio is also clear 😄
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👀?
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