7Mo·

Allocation by Irish sale

The idea of further diversifying my portfolio had solidified somewhat in recent weeks. $IREN (+9,12 %) I left it at my self-imposed partial sell target of EUR 55 and started to build up the first positions on Friday. I am sticking to my target of investing around EUR 5k in each position. $IREN (+9,12 %) remains in the portfolio with 500 shares and will (probably) not be touched in the near future. $DEFI (-2,93 %) Now also full with 5,500 shares.

19k liquidity left and will still be invested in top-ups + new shares.

Individual shares are now:

$IREN (+9,12 %)

$RACE (+4,21 %)

$DSFIR (+1,28 %) possibly increase

$MUM (-0,63 %) possibly increase

$IOS (-1,33 %)

$KSPI (+3,24 %)

$FI (-0,43 %)

$FSLR (+7,18 %) Increase if necessary

$NICE Increase if necessary

$ALCRB (+0,87 %)

$INPST (+0,39 %)

$6367 (+0,56 %)

Does anyone else have an idea for a share, possibly also from the German-speaking region? The Asian region would also be very interesting, although I am looking a little at $1810 (-1,57 %) look at.

vg and have a nice WE

Micha

5 Commentaires

Patrick Schäfer@Hotte1909

7Mo

$GFT perhaps? Somewhat speculative yes.
$DTE is also relatively cheap at the moment, so it might be worth keeping an eye on it.
Otherwise the usual long-runners $MUV2 or $ALV

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Michey777@Michey777

7Mo

@Hotte1909 Thank you very much, dear. $GFT I placed a buy order at EUR 17. I already had my eye on it at the time, but had little luck with profit reductions in the market segment (small caps) so far and was always too early $NA90. Insurance is a good tip. I don't think $TLX is bad either, but do another peer comparison.

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Michey777@Michey777

7Mo

@Hotte1909 $ACN and I also find $KKR quite interesting.

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Patrick Schäfer@Hotte1909

7Mo

@Michey777 Yes, small caps always entail risk. I'm still invested in $P4O. If there's a bit of volume on the market, things will get wild 😉 I recently saw something on YouTube about Accenture that was definitely interesting. They're pretty much at their low for the year right now. I haven't had time to do a detailed analysis yet but it's on my watchlist.

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Zerax@Zerax

7Mo

For DE $DTE and Asia $3750

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