I'm actually quite happy with my performance in September, would say solid midfield.
My focus at the moment is on bringing more structure into the portfolio: fewer stocks, but a higher weighting, which of course also means more risk. I'm also currently holding a little more cash because I think the markets are quite highly valued at the moment.
My next tranches will probably go into $RKLB (-6,93 %) and $SOFI (-10,55 %)which I find super exciting at the moment.
What do you think? What are your top picks at the moment?
