Apart from the AMD position, I think the portfolio is good. I think they are simply overvalued. Consider that they are growing less strongly than NVIDIA but have a higher valuation. And no, I wouldn't switch into NVIDIA. I would rather focus on stocks like $ASML$KLAC or $AMAT
@TimoBrod@Krush82 I haven't written anything yet because I simply don't have that much knowledge. That I can take the liberty of giving other people tips. However, that was exactly my thought about AMD. My favorite would be $ASML
@TimoBrod@SpawN I wrote above that the AMD position is part of my momentum strategy, it is only held for a certain period of time and is not a classic buy&hold position. Every month the 2 stocks with the highest momentum are picked from a defined pool. But thanks for the tips.
