Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-4,72 %) / $AVGO (-2,13 %) / $MPWR (+1,47 %) / $AMD (+5,88 %)) and OS selling ($RKLB (-6,19 %) / $AMD (+5,88 %)), the portfolio will be rebalanced and restructured. $RKLB (-6,19 %) , $LMND (+4,61 %) , $GOOG (+1,52 %) and $9988 (+2,98 %) 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 (-0,25 %) - further increase to 500 shares would be considered
- at $HIMS (-7,89 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (-0,85 %) increased to 13 shares
- $WKL (-0,51 %) increased to 18 shares
- $AJG (-4,21 %) Position filled, 7 shares
- $DXCM (+1,24 %) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-0,75 %) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-7,02 %) collected, savings plan continues
- $RSG (+1,25 %) , $CCEP (-0,71 %) and $DDOG (+5,01 %) also continue to run in the savings plan alongside the ETFs $UBU7 (-0,02 %) , $WINC (-0,02 %) , $SCWX (+0,18 %) and $EXH5 (-1,12 %)
I am still undecided about the potential increase in $UBER (+0,86 %) , $NU (-0,12 %) , $ZTS (+1,08 %) and $TTD (+2,16 %) - 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.
