Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+1,46 %) / $AVGO (+1,68 %) / $MPWR (+4,87 %) / $AMD (+1,74 %)) and OS selling ($RKLB (+0,71 %) / $AMD (+1,74 %)), the portfolio will be rebalanced and restructured. $RKLB (+0,71 %) , $LMND (-1,56 %) , $GOOG (+1,26 %) and $9988 (-0,37 %) 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 (-1,82 %) - further increase to 500 shares would be considered
- at $HIMS (+0,68 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+2,88 %) increased to 13 shares
- $WKL (+3,57 %) increased to 18 shares
- $AJG (-0,49 %) Position filled, 7 shares
- $DXCM (+0,26 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-4,95 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-0,27 %) collected, savings plan continues
- $RSG (-0,83 %) , $CCEP (-0,3 %) and $DDOG (+5,92 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,52 %) , $WINC (+0,23 %) , $SCWX (+0,61 %) and $EXH5 (-0,62 %)
I am still undecided about the potential increase in $UBER (-0,02 %) , $NU (-0,39 %) , $ZTS (+0,51 %) and $TTD (-0,18 %) - 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.
