3Sem.·

You are in demand

Hi folks ,

I would like to add more stocks to my portfolio and would appreciate your opinion and vote. Which company/sector do you think is missing? And no, I'm not looking for ETF advice😂.

Also, I've been on the stock market since 2021 and have invested around €80,000 in the last 12 months.

The following stocks are available:

$MMM (+1,17 %) - $3350 (-7,31 %) - $1211 (+0,81 %) - $UNH (-1,14 %) - $KER (-1,69 %) - $PEP (-0,69 %) - $DJT (+0 %)

I look forward to your opinion!

42 Commentaires

3Sem.

$UNH und $1211

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wealth_maximizer_2146@wealth_maximizer_2146

3Sem.

100k is crazy

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Ronald@AlterMann

3Sem.

$MMM

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K@TechNav

3Sem.

You never put 50k into crypto crap...

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Yasin21@Yasin21

3Sem.

@TechNav but you see 😂

••

ElShib@ElShib

3Sem.

@TechNav sure, unless you want to outperform every other asset for the last years

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K@TechNav

3Sem.

@ElShibI i guess you wouldn’t even recognize a bubble if it floated right in front of you

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ElShib@ElShib

3Sem.

@TechNav You know why I won't argue? Because strong beleifs persons always remember me the tale of the old master and the secret to hapyness.

On a side note, chart analysis works like a charm on both markets. Knowing how to use cicles also is interesting. Not being over greedy and setting freebags and taking profits along the way also fills some peoples pockets... But you are right I dont know a thing about bubbles, maybe just about other things.

Either way, I enjoy being happy so I dont give a rats ass to what you think. And to not be rude, if you are happy is all that matters, if you dont feel confortable trading what you dont know then do stay away from it. In the end, be happy, that is all that counts.

"Over and out" as I wont argue and shared enough.

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K@TechNav

3Sem.

@ElShib happy investing to all of us! Everybody with his own strategy Cheers 🥂

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BartS@Weissach

3Sem.

Aren't you a little skeptical about Aker Carbon? With a dividend of almost 200%!

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Yasin21@Yasin21

3Sem.

@asset_engineer_1744 You're right, it was a bet that went wrong, but I almost get my stake paid out as a dividend, so it's okay.

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Swen@value_hunter_253

3Sem.

@asset_engineer_1744 also hold $ACC, if the reality of the current waves are established, the stake and current price has been so favorable for a company that paid no fresh capital but deposits as Div. is my assessment

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Timo@Aktienorang-Utan

3Sem.

I added $1211 to my portfolio today. Therefore $1211.

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Yasin21@Yasin21

3Sem.

@Aktienorang-Utan danke ✅🫱🏼‍🫲🏽

••

Swen@value_hunter_253

3Sem.

$ACC after the div. or the already invested and the return )) it is difficult to expand your existing position at the price if you are behind it but quite cheap right now I think😇

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Tobi@Vollaktientobi

3Sem.

i would say: core -satellite portfolio. you have good values, but have tended to follow the trends in some cases.

i always try to divide it up like this: approx. 30% global etf (i have msci world and europe), 30% crypto (which has grown quite a bit), 30% individual stocks, 10% other (warrants, gold...).

i think this will give you a more stable performance, especially on the upside.

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Yasin21@Yasin21

3Sem.

Yes, you're right, unfortunately I've lagged behind a few times. I was very confident in Porsche, especially as the share was once over €100, so I bought more every time the price fell. This also explains my relatively high position in Porsche with a considerable loss. I was even sold once with a loss of over €3,000 in the SL. But I don't see a problem here, I'm still convinced that I'll do well with Porsche, for example.

It remains to be seen. Of course, that's a lot of money, but it's also a sum that I don't have to rely on.

••

Tobi@Vollaktientobi

3Sem.

@Yasin21 porsche was with me too. i sold it at a loss - or as i say, i created a free amount. i shifted into novo for it at the trumpdump. let's see what happens.

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Yasin21@Yasin21

3Sem.

@Vollaktientobi I am curious to see where we will be in 5 years' time!

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Tobi@Vollaktientobi

3Sem.

@Yasin21 my target is 300k

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Yasin21@Yasin21

3Sem.

@Vollaktientobi where do you currently stand, if you don't mind me asking

••

Lucky L.@JonathanPeachum

3Sem.

The only attractive opportunity here is currently $PEP

Although the selection sounds a lot like fomo. Seriously $DJT and $3350?
So a serious investment to begin with? With all the bets already in the portfolio?
I think you will have the least stress with $PEP and the current correction offers very good long-term buying opportunities.

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Yasin21@Yasin21

3Sem.

@JonathanPeachum Yes, it sounds a lot like Fomo, but I think there could still be an opportunity to make money in the medium term. Well, I have initially built up a small position in BYD and will actually expand $PEP in the near future.

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Lucky L.@JonathanPeachum

3Sem.

@Yasin21 BYD would be too high for me at the moment and at the same time my favorite after Pepsi. I'm with you on that. Of course you could make profits in the medium term. At the same time, the volatility is predestined for trading interruptions and difficult management in terms of exits. Especially as you already have crypto and cryptoplays in your portfolio and are profiting accordingly.

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Yasin21@Yasin21

3Sem.

@JonathanPeachum Thank you for your assessment, you're right! Well, wait and see and drink tea. I will definitely take another look at Uranium Energy if there is a setback anschauen☺️

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Lucky L.@JonathanPeachum

3Sem.

@Yasin21 With pleasure :)
I would generally take a look to see if there are any good buying opportunities in my own portfolio. If necessary, something can also be sorted out. Also for the weighting.
I'm currently looking at $NOVO B and $ROP is still expensive in the event of a setback but worth a look... Good luck!

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Yasin21@Yasin21

3Sem.

I have both in the depot. $ROP was better for a while... but as always marathon and no sprint😔

••

Lucky L.@JonathanPeachum

3Sem.

@Yasin21 I was referring to your portfolio haha :) true Roper is taking its time.
Although I still have one tranche open with Novo

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Yasin21@Yasin21

3Sem.

@JonathanPeachum sorry it's just too late😂

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Tim@Tacticus

3Sem.

Why are you showing us your leftover ramp? Where is your real portfolio?

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Yasin21@Yasin21

3Sem.

@Tacticus that's the nice thing, i show what i think is right :)

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S.A.T.@SATNL

3Sem.

Personally i would sell the cash the crypto the etf and buy good european dividend stocks.

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Yasin21@Yasin21

3Sem.

@SATNL i dont have any etf

••

S.A.T.@SATNL

3Sem.

@Yasin21 indeed i see now.

••

Stefan@Nimbuna

3Sem.

There are sometimes threads where you want to give good advice, then you read through the text, sit back and think, less is more...

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Artiskon@Artiskon

3Sem.

Get the crypto junk out of your portfolio, buy more $BTC and a few solid blue chips as satellites.
Maybe 1-2 more bets with $1211 or similar, and you're done.

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Yasin21@Yasin21

3Sem.

@Artiskon this is probably the most sensible way

••

Stephan K.@StrahlemannLP

3Sem.

I would significantly reduce the weighting on Bitcoin, clean out the smallest stocks - unless you are saving them - and then invest in the emerging champions. I see Rheinmetall and Renk in the lead, Leonardo in Italy and Nike in the USA (you already have them) and Intel (yes, anyone who runs Intel into the ground doesn't understand Intel's business and AMD's lack of production capacity).

••

Yasin21@Yasin21

3Sem.

@StrahlemannLP What do you think are the smallest titles?

••

Stephan K.@StrahlemannLP

3Sem.

@Yasin21 The ones that drive around in the low 3-digit range. Unless you save them, then it's clear that the value is low.

••

Yasin21@Yasin21

3Sem.

It's currently only aker and stellar, so it fits :)