2Sem.·

Portfolio valuation

Hello everyone,


I just wanted to share my portfolio and my thoughts on it. I would be interested to know what you think?


$NET (-4,06 %) AI enabler, Technology Leader, Edge Computing Energy Efficient

$ASML (-0,29 %) AI megatrend, currently quasi-monopolist, strong momentum

$BNTX (+0,22 %) MRNA technology use in oncology, interesting pipeline

$RACE AI creates more super-rich, luxury benefits

$ABNB Travel market continues to shift towards online, younger age groups use more AirBNB, trend towards longer stays abroad

21Positions
39 075,41 €
21,44 %
2
3 Commentaires

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Would expand the financial sector and industry
1
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Solid selection but maybe you should define your position sizes
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@Investingyoung That's right. It's usually 1000 to 3000 maximum and then I let the positions run. However, I still have some old remaining stocks, which I either build up or sell when I have more free cash.
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