Yes, this week I bought more $HIMS and $NVDA, among others.

My hims position is actually also full, but the share is already so cheap again that I'm really struggling to hold back.

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Jonas@Leipziger_Jung

3Mo

So Alphabet was already quite cheap before the slump, so I would say $GOOG.
Also interesting are: $UBER and $NOVO B.

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F@Cai-pirinha

3Mo

If I were you, I would rank in this order:
1. $MELI (because new)
2. $UBER (because new)
3. $GOOG
4. $AMZN
5. $MUX
6. $HIMS

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NichtRelevant@NichtRelevant

3Mo

It's a pure lottery. At the moment, probably not even the companies themselves know to what extent they will be affected by the various tariffs. No one knows how much the global economy will decline and how long the markets will remain in the doldrums or sink.
At the moment, I would assume that companies are holding back on investments and consumers on spending due to the uncertainties. Capital goods are probably not in such high demand for the time being. I consider boring everyday products or medicines, which cannot be avoided even in a recession, to be more defensive and safer. Should there be a rebound - e.g. due to a surprising lifting of tariffs - tech stocks and stock market favorites will naturally perform better than these defensive stocks. In my view, it is therefore difficult to make an assessment here.

In such an uncertain market, I would tend to position myself more broadly and spread risks across more positions - so (your question) I would tend to add new stocks to my portfolio.

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PikaPika0105@PikaPika0105

3Mo

Well, buying more and buying new depends on the positions you have in your portfolio. If you only have garbage, then please buy new. If you have already found optimal positions, then maybe buy more. I've done both, bought new and bought more.

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Horrax D@Horrax

3Mo

with $NVDA you are now practically back at break-even a few hours later. With the current volatility, I would buy if you think you are making a good purchase. Everyone will always have a different opinion anyway, there are no more certainties right now.

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Investor@investingbeginner

3Mo

What happened to your short positions?

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~ S.@Semos25

3Mo

I was too late 🥲

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