And thus also halved one of the 3 positive positions in your portfolio... what strategy are you pursuing?
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@beetlejuice Presumably they are betting on underperformers (with the hope of a turnaround)?
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@beetlejuice With $BOSS I'm betting on a short squeeze, with $HFG on an IPO of parts of the company. It's just a tough gamble.
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@beetlejuice buy value stocks in this portfolio that we believe are undervalued. For this reason, we also regularly sell positions in full or in part if we believe that they have too high a weighting in the portfolio or are worth too much in our view. The development in the portfolio does not correspond 1:1 with the actual development. For example, we bought Hugo Boss at €25 per share, sold it completely at €37 per share and bought it again to optimize tax payments. However, this was before we entered the portfolio into getquin.
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