Today I have completely separated myself from my $AMZN (-2,4 %) position today. The reasons for my decision:
○ Disappointing price performance YtD, especially in comparison with other Mag7 stocks
○ Nice price performance of approx. 40% since initial purchase in January 2024
○ No significant AI models and intentions recognizable. Could only become interesting for me again with the advent of humanoid robots
○ Reduction of duplication in the portfolio, as I am working with $MELI (-1,46 %) & $9988 (-1,5 %) in eCommerce and with $GOOGL (-2,6 %) & $9988 (-1,5 %) in the cloud sector to other stocks in the portfolio.
I will invest the freed-up capital in Hopfengold at the Oktoberfest in Munich at the weekend. The (hopefully) remaining amount will then flow into the $EQQQ. (-1,95 %)
