Hims Hers

Memo0606 · 2025-05-19T10:13:19.482474Z

Dear getquiner I wanted to ask you for advice the issue is that $HIMS is currently my biggest position. i don't feel comfortable with that am currently 200% up with the value would you consider it sensible to reduce my number of shares to 35, for example?

Basti92@BavarianLion

2J

With the volatility of $HIMS, I would definitely reduce the position a little, especially because you can also take a nice profit!

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spadan21@spadan21

2J

The thing goes to 200€ before 2030

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7

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Murcielago@impuff

1J

@spadan21 A zero is missing. 2000€

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userc811746a6d9041b6@userc811746a6d9041b6

1J

Dude relax 😂

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Jonathan@ProTox

2J

Depending on this, do you think it will stay at this level or rise in the long term, or do you think it is currently overvalued? Taking profits of over 200% is never a bad thing

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Kai@Dividenden-Sammler

2J

If you don't feel comfortable with the size, then you should reduce it so that it feels good for you again. If necessary, dissolve it completely to feel comfortable with your depot again.

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Memo0606@Memo0606

1J

@Dividenden-Sammler i am convinced of hims for the long term

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Kalle@Brazzo_Muc

1J

At just under 7% I would still be relaxed, but if you feel uncomfortable it's better to take something with you. Just take your stake out 👍🏻

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VP@VPT

2J

What does largest position mean, according to profile at 6%?
Definitely hold.
If it were now at 20%+ I would have understood a partial sale

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Memo0606@Memo0606

1J

@VPT yes that is correct
is my biggest posi :)

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VP@VPT

1J

@Memo0606 with 6% completely in order

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Memo0606@Memo0606

1J

@VPT thanks for your assessment
which values do you currently find attractive?

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VP@VPT

1J

@Memo0606 How do you mean which stocks? From your portfolio or in general... what am I currently buying? 👀

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Memo0606@Memo0606

1J

@VPT so i mean which ones would you kick out of my portfolio
and which ones you generally find attractive apart from mine

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Pazzzi@Pazzzi

1J

I reduced my position last week, as $HIMS had a >30% weighting for me. However, I am convinced in the long term and still see a lot of potential over the next few years.

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Memo0606@Memo0606

1J

@Pazzzi For me it's 6% 😅

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Pazzzi@Pazzzi

1J

@Memo0606 If you don't care about volatility, I would hold, there is no reason to sell. The valuation is not particularly high, there is still potential.

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Martin@TheRealMarty

1J

Can I have them at cost price?

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Jonas@Leipziger_Jung

1J

I wouldn't do that. It's only 6% of your portfolio, that's perfectly ok. Whether you cut the position to 3% or 4%, does it really make a difference in the end? It's better to "compensate" by simply putting new money into other stocks. I wouldn't sell such an incredibly good performing company, not a single share. Have faith in the compound interest effect and in five years' time you'll probably be glad you didn't sell.

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Jonas@Leipziger_Jung

1J

@Leipziger_Jung Or you can sell if you think you have found a better investment. Then I would also sell.

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Memo0606@Memo0606

1J

@Leipziger_Jung thanks for your assessment
when you see my dork
where do you see the potential to be thrown out? thank you

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Jonas@Leipziger_Jung

1J

@Memo0606 I have a different investment approach to you. In your case, I see a mix of blue chips and growth stocks, which is probably not a bad thing, although I prefer to be fully invested in small-mid-cap growth stocks because they generally have much higher growth rates. Crazy enough, often at a "cheaper" valuation. So I try to invest according to the Lynch/Greenblatt/Buffet approach:
- lower market cap (because there is still much more potential for growth)
- high earnings yield (= return on equity)
- generally favorable valuation (e.g. due to negative sentiment)
- high return on capital
- preferably high insider ownership
- Management that I trust

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Jonas@Leipziger_Jung

1J

@Leipziger_Jung Not everything on the list always has to be fulfilled, but the more the better

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Memo0606@Memo0606

1J

@Leipziger_Jung sounds mega interesting
which small caps or stocks do you still have in your portfolio and find attractive for a first purchase?

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Jonas@Leipziger_Jung