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The W.
@thewolfofallstreetz
6Mo·

Growth Tech: Who performs best at current valuation multiples?

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9 Commentaires
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DBD_073@DBD_073
6Mo
I really don't understand why people are hating so much on Hims & Hers with the current growth and valuation it has while they keep performing every single time.
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investment_guru_2035@investment_guru_2035
6Mo
Of the stocks mentioned, I have Axon, Robinhood, Trade Desk and Hims&Hers in my portfolio - I think that's a pretty good mix. I am still hesitating and watching Airbnb and Palo Alto....
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The W.@thewolfofallstreetz
6Mo
@investment_guru_2035 How much do these stocks make up in your portfolio? Do you have a concentrated investment in these companies or are they just a few of many?
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investment_guru_2035@investment_guru_2035
6Mo
@thewolfofallstreetz The four stocks account for around 14% of the equity component. The ratio of equities to ETF core is currently around 50:50%. The four stocks therefore currently account for around 7% of the portfolio. As the opportunity and risk are greater here than with most other portfolio components, I think this is a good fit. Bitcoin will be added to the portfolio to roughly the same extent (5-max. 10%) when the opportunity arises.
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investment_pro_331@investment_pro_331
6Mo
The Trade desk am akkumulieren
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