8Mo·

Investment decision

During my first year of investing, I bought a lot of shares that I didn't really understand what they were doing. In the course of my restructuring, I would like to reduce my number of shares from almost 30 to 15 in the long term. However, I want to do this over a longer period of time, as these are not bad companies.


Shares that I want to sell

Apple $AAPL (+0,06 %)
Medpace $MEDP (+0,88 %)
ResMed $RMD (+0,49 %)
Shimano $7309 (+0,52 %)
LVMH $MC (+1,88 %)
Genmab $GMAB (+0,14 %)
Pernod Ricard $RI (+0,35 %)
Pilbara Minerals $PLS (+4,89 %)
Sixt $SIX2 (-1,08 %)
McDonald's $MCD (+0,28 %)
Domino's Pizza $DPZ (+0,62 %)
Crowdstrike $CRWD (+0,15 %)
Salesforce $CRM (+0,26 %)
Nvidia $NVDA (+0,69 %)

Just to clarify, I am not selling these companies because they are bad companies, but because they no longer fit into my investment strategy. I will only invest in companies that are not included in the classic world ETFs, but which I nevertheless understand well.


My question would be what you generally think of this and in which order you would sell the companies listed (as they are listed, this is my preferred order)

32Positions
44 260,42 €
6,92 %
2
13 Commentaires

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I would let companies that are still in an uptrend continue to run.
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Utilisateur supprimé
8Mo
Le commentaire a été supprimé
@Tenbagger2024 Which ones do you mean exactly, because the tech companies are just brutally overvalued, but could of course not rise any further
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@Habicht128
My general view on your sell candidates. Maybe set a stop loss downwards, and as long as the shares continue to rise, stick with them.
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@Memo0606
At first glance, it doesn't look bad and the P/E ratio is falling even further. The share was already cheap last year and still hasn't risen. It has been on a downward trend for three years now and I can't see a trend reversal on the chart yet. I don't like the fact that the debt is three times as high as the profit
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8Mo
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@Memo0606
$SRTS Look here, the P/E ratio is falling to 7.7 and profits are rising quite well. It has just come out of the correction and is at the 200-day line
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@Tenbagger2024 is starting to look interesting again...
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@toscho
I am generally holding off on buying at the moment.
First I'll see how the geopolitical situation develops
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I'm also building up cash at the moment 😎
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Dumping Nvidia? I can't understand that. Sorry.
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8Mo
Le commentaire a été supprimé
@Memo0606 Yes that's why I would sell this stock as one of the latter, but it's a difficult industry to understand and I don't really understand it, so I feel very insecure with my investment
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