Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-0,65 %) / $AVGO (+2,31 %) / $MPWR (-0,32 %) / $AMD (+0,3 %)) and OS selling ($RKLB (+1,3 %) / $AMD (+0,3 %)), the portfolio will be rebalanced and restructured. $RKLB (+1,3 %) , $LMND (+0,41 %) , $GOOG (+0,19 %) and $9988 (+0,86 %) but I'm not touching them (yet) 😀
Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.
- After almost a year of watching, I dare to re-enter at $GRAB (+0,26 %) - further increase to 500 shares would be considered
- at $HIMS (+0,55 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+2,23 %) increased to 13 shares
- $WKL (+0,71 %) increased to 18 shares
- $AJG (+0,63 %) Position filled, 7 shares
- $DXCM (+0 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+1,96 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (+1,9 %) collected, savings plan continues
- $RSG (+0,03 %) , $CCEP (+0 %) and $DDOG (+1,86 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,06 %) , $WINC (+0,19 %) , $SCWX (+0,17 %) and $EXH5 (-0,06 %)
I am still undecided about the potential increase in $UBER (+0,92 %) , $NU (+0,73 %) , $ZTS (+0,46 %) and $TTD (+1,88 %) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.
