5Mon·

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 (+0.13%)
Medpace $MEDP (-2.52%)
ResMed $RMD (+0.34%)
Shimano $7309 (-1.47%)
LVMH $MC (-0.72%)
Genmab $GMAB (+0.26%)
Pernod Ricard $RI (+0.73%)
Pilbara Minerals $PLS (+6.16%)
Sixt $SIX2 (-1.36%)
McDonald's $MCD (-1.25%)
Domino's Pizza $DPZ (-0.68%)
Crowdstrike $CRWD (+1.06%)
Salesforce $CRM (+0.76%)
Nvidia $NVDA (-0.68%)

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 Comments

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I would let companies that are still in an uptrend continue to run.
5
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Dumping Nvidia? I can't understand that. Sorry.
3
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$GMAB seems to be brutally undervalued
would even buy more
@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
1
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