Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-1,33 %) / $AVGO (+0,19 %) / $MPWR (+0,79 %) / $AMD (+0,97 %)) and OS selling ($RKLB (-1,28 %) / $AMD (+0,97 %)), the portfolio will be rebalanced and restructured. $RKLB (-1,28 %) , $LMND (+0,81 %) , $GOOG (+0,4 %) and $9988 (-1,6 %) 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 (+0,69 %) - further increase to 500 shares would be considered
- at $HIMS (-0,51 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0,73 %) increased to 13 shares
- $WKL (-2,06 %) increased to 18 shares
- $AJG (-0,07 %) Position filled, 7 shares
- $DXCM (+0,44 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-0,89 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (+0,44 %) collected, savings plan continues
- $RSG (-0,24 %) , $CCEP (+0,24 %) and $DDOG (+0,9 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,13 %) , $WINC (-0,07 %) , $SCWX (+0,15 %) and $EXH5 (-0,18 %)
I am still undecided about the potential increase in $UBER (+0,44 %) , $NU (-0,06 %) , $ZTS (+1,91 %) and $TTD (+0,02 %) - 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.
