1G·

Yes, what can I say: sometimes there are not only positive successes on the stock market.


I put a stop-loss on ASML at the EK this morning, why? I don't know, maybe Fomo, maybe because I simply wasn't so happy with ASML's performance. Did I make a loss? No, not really. Did I make a profit? No. Am I annoyed? Maybe. Sometimes you win on the stock market, sometimes you lose.


I am convinced of ASML in the long term, but at the moment I see no need to hold ASML in my portfolio.


Instead of ASML $NOVO B (-17,74%) was allowed to flow into my US-heavy portfolio with 20 shares.

20.12
ASML logo
Venduto x6 a 675,64 €
4.053,81 €
0,17%
14
9 Commenti

immagine del profilo
I would never have sold them.
69
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immagine del profilo
It has been clearly communicated that 2024 will serve as a transition year. The order books are full. I hope you don't regret it!
6
immagine del profilo
That's exactly why I'm not setting a fixed SL, but waiting for the closing price. The share is already €10 higher again
3
I had also sold them when they hadn't fallen quite so much. So I still made a good profit after the 4 years.
But with all the export restrictions and the general overheating of the sector, I don't see any great opportunities for the next 3 years.

In the long term, I also think it's a good investment.
But at the moment I can't wait that long. So I have to find something else. My investment horizon is currently only 3-5 years.
2
immagine del profilo
Very good, my equity has been sitting here for several years. So no return, I'll sell the place soon. Customs and taxes don't make the company any better in Europe.
1
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immagine del profilo
I wouldn't have done it either, 2025/2026 in particular will be exciting ✌️
1
immagine del profilo
Switch to $MSTR before it's too late 😉😉
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