LoginSignup
image de profil
Yoshika 🦋.
@Yoshika
3Sem.·

Sector Rotation

Just tactically rotated some exposure from HBM into Keks.

19.05
Lotus Bakeries logo
Lotus Bakeries
Acheté x1 à 10 740,00 €
10 740,00 €
10
26 Commentaires
image de profil
Keineui@Keineui
3Sem.
But that's a lot of cookies, do they send at least 1 pack/year?
•
2
•
image de profil
Yoshika 🦋.@Yoshika
3Sem.
@Keineui
No. And I actually wanted to ask Epi about global premium cookie demand in the current macro environment beforehand.

But as an investor, you have to take responsibility at some point.
•
3
•
image de profil
G_Capital@G_Capital
3Sem.
...bon appétit and good luck!
•
1
•
image de profil
Yoshika 🦋.@Yoshika
3Sem.
@G_Capital
Thank you ʕ-ᴥ-ʔっ♡
••
image de profil
Mr. K.@MrKobayashi
2Sem.
I rotate there every evening and slowly notice it on my hips.
••
image de profil
Yoshika 🦋.@Yoshika
2Sem.
@MrKobayashi
The true compounder sometimes sits on the sofa, Mr. Kobayashi.
••
image de profil
Yoshika 🦋.@Yoshika
2Sem.
@Yoshika
People become accustomed to everything that slowly destroys them.
••
image de profil
Mr. K.@MrKobayashi
2Sem.
@Yoshika Message well received & sector rotation initiated 🌽🌶️🥦🧄🍅🍒.
From now on, only an occasional Kullerkeks on Sundays and public holidays 🦄.
•
1
•
image de profil
Mr. K.@MrKobayashi
2Sem.
@Yoshika Muh... Where are the cookies? Already eaten or what 🍥😄?
I smoothed out my portfolio a bit earlier. There was far too much garbage and overlaps on board.
I'm also going to dump the shares as soon as they've crossed the equator again after the SaaSpocalypse.
Investing in individual stocks is far too stressful and unpredictable. At least for my taste. I'd rather go to the casino 🎱.
At the moment, I'm still toying with the idea of getting $AIAG on board so that I'm invested in all three AI layers. There are overlaps, of course, but we don't want to be more papal than the pope 🐻‍❄️.
••
image de profil
Yoshika 🦋.@Yoshika
2Sem.
@MrKobayashi
Ok... I had really given the cookie industry a fair chance. For 3 days.

Unfortunately, UBS didn't really respect my short-term exit from Memory.
••
image de profil
Yoshika 🦋.@Yoshika
2Sem.
@Yoshika
I find your spiritual development from shenanigans to diversified collective shenanigans really beautiful and inspiring.
•
1
•
image de profil
Mr. K.@MrKobayashi
2Sem.
@Yoshika Wise decision with the cookies. Your hips will thank you for it.
Nevertheless, I would teach UBS some manners when you get the chance. Disrespect is not acceptable.
••
image de profil
Mr. K.@MrKobayashi
2Sem.
@Yoshika Thank you. Development, at least when it goes in a useful direction, is a good thing.
By the way, I found the reaction of the getquin AI to my change of portfolio direction refreshing.
It cut my hard-earned triple A rating down to the junk level of a rogue state or shithole country. True story.
But what does she know. My Kung Fu is better than that of ChatGPT 0.5.
••
image de profil
Yoshika 🦋.@Yoshika
2Sem.
@MrKobayashi
Rogue state... 😂
But that at least opens up some geopolitical options, Mr. Kobayashi.
••
image de profil
Yoshika 🦋.@Yoshika
2Sem.
@Yoshika
For example, you could gradually activate the nuclear communication doctrine in the feed :) At the same time, mine the free passage to the dividend yield.

Alternatively, you could build Getquin state TV using the @multibagger doctrine as an example. Propaganda scales better. Always.
••
Voir toutes les 10 autres réponses
Participez à la conversation
S'inscrireConnexion