2J·

" Tenbagger Holding " Investments Tops and flops in October

Hello my dears,

Due to the earnings, the following result will be achieved in October.

Tops

The semiconductor sector is doing well, AI is becoming more and more established in our everyday lives.

However, this also means a cluster risk for my portfolio. That's why I sold the following shares on Friday $AWE (-2,04 %) .

Japanese stocks are also benefiting from the change of government.

Kitron and Kraken Robotic continue to show us the music in the defense and robotics sector.

SoFi was once again convincing with its figures.

Flops

Chipotle, Ferrari and STmicro unfortunately failed to meet expectations.

In the case of STmicro, I hope that it may now be able to benefit from the chip crisis in the automotive sector.

After a good September, Innodata saw a correction in October.

Defi Tech. is the 🚀 that won't take off.

And iRobot is a depot corpse that is uninteresting.

Questions and comments are welcome in the comments.

14 Commentaires

Dan@DanDoDan

I sold approx. 38% of my shares at $8035 on Friday and realized my first profits. With a portfolio share of almost 9% (shares/ETF), this was also too high for me. I'm also still waiting for the rocket to ignite at $DEFI.

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Tenbagger2024@Tenbagger2024

@DanDoDan
I will take a little of the positive momentum with Tokyo.
However, as I am still invested in ASML, I will also sell Tokyo Electron at some point. I am still looking for an alternative in Japan.

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Frank@schlimmschlimm

Thanks for sharing, very helpful as always!

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TradingHase@TradingHase

I'm also waiting impatiently for Defi to start. Probably has a long fuse 😂

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Nemesis1990@Nemesis1990

Very nice, thank you for your contributions, I am also still desperately waiting for $DEFI, apparently the fuel is not enough ☺️

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Chris@Multibagger

Thanks for sharing. How do you see the further development of $EKT. You talk relatively little about them, whereas I know your attitude and your motives for the others pretty well.

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Tenbagger2024@Tenbagger2024

@Multibagger
Gladly my dear.
$2GB and $EKT were values I was very convinced of when I bought them. But at some point I ran out of patience at 2g. And I sold. Unfortunately, Energie Kontor has not yet been able to join the trend at $NDX1. But in the long term, I still see something at the end of the horizon. In my opinion, the decline at Energiekontor in October was due to orders being postponed.
However, as Energiekontor is only a small position for me, I don't follow everything that closely.

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Klein-Anleger1@Klein-Anleger1

@Multibagger How do you actually view $PNG? I've often wondered why you don't have them in your portfolio, is there a reason for that? They are relatively highly weighted in my portfolio and I feel comfortable with them 😅🙈

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Tenbagger2024@Tenbagger2024

@Klein-Anleger1 My dear, you have a beautiful depot.

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Chris@Multibagger

@Klein-Anleger1 It's quite simple. I had no free capital, had and still have them on my watchlist, so they ran away from me.

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Klein-Anleger1@Klein-Anleger1

@Tenbagger2024 Thank you!!!☺️ The purchase prices at $PNG $RKLB and $IREN have risen significantly for me because I bought more in the course of concentrating the portfolio. That's why the price increase for some of them is significantly lower than it used to be 😅

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Tenbagger2024@Tenbagger2024

@Klein-Anleger1
You should be really proud of yourself. I think your discipline will make it a great success story.

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Klein-Anleger1@Klein-Anleger1

@Tenbagger2024 Thank you 🤝 when I look at your portfolio, it's a real success story: your first three positions are all up over 400% 😮👍 you don't bear your name for nothing 😅

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Tenbagger2024@Tenbagger2024

@Klein-Anleger1
Don't exaggerate. Always remain modest. I'm pleased that we're having such a good exchange.

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