Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+2,99 %) / $AVGO (-3,1 %) / $MPWR (-2,74 %) / $AMD (-3,52 %)) and OS selling ($RKLB (-4,11 %) / $AMD (-3,52 %)), the portfolio will be rebalanced and restructured. $RKLB (-4,11 %) , $LMND (-0,36 %) , $GOOG (+0,58 %) and $9988 (-2,97 %) 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 (+0,23 %) - further increase to 500 shares would be considered
- at $HIMS (+2,05 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (-3,14 %) increased to 13 shares
- $WKL (-0,89 %) increased to 18 shares
- $AJG (-0,08 %) Position filled, 7 shares
- $DXCM (-0,31 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-1,31 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-0,64 %) collected, savings plan continues
- $RSG (+0,71 %) , $CCEP (+1,05 %) and $DDOG (-1,42 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,13 %) , $WINC (-0,16 %) , $SCWX (-0,34 %) and $EXH5 (+1,11 %)
I am still undecided about the potential increase in $UBER (+0,88 %) , $NU (+1,98 %) , $ZTS (-1,19 %) and $TTD (-2,53 %) - 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.
