Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-1,07 %) / $AVGO (+2,68 %) / $MPWR (-1,21 %) / $AMD (+0,72 %)) and OS selling ($RKLB (-0,24 %) / $AMD (+0,72 %)), the portfolio will be rebalanced and restructured. $RKLB (-0,24 %) , $LMND (+3,18 %) , $GOOG (-0,07 %) and $9988 (+0,82 %) 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 (+2,19 %) - further increase to 500 shares would be considered
- at $HIMS (+1,74 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+6,68 %) increased to 13 shares
- $WKL (+3,12 %) increased to 18 shares
- $AJG (+1,13 %) Position filled, 7 shares
- $DXCM (+0,37 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+2,78 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (+10,23 %) collected, savings plan continues
- $RSG (-0,6 %) , $CCEP (-0,67 %) and $DDOG (+7,07 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,16 %) , $WINC (-0,09 %) , $SCWX (+0,25 %) and $EXH5 (+0,23 %)
I am still undecided about the potential increase in $UBER (+5,01 %) , $NU (+0,54 %) , $ZTS (-0,07 %) and $TTD (+6 %) - 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.
