My Portfolio with last adjustments

$HIMS (+6,52%)
$BTC (-1,3%)
$SOFI (+0,99%)
$BABA (+1,7%)
$AMD (+0,32%)
$SOL (-1,3%)
$RKLB (+2,64%)
$AMZN (+0,78%)
$ASML (+3,15%)
$1211 (-0,64%)
$BIDU (+0,94%)
$NBIS (-4,4%)
$NU (-0,69%)
$GOOGL (+1,57%)
$ETH (-2,6%)
$ISP (+1,79%)
$TMDX (+6,34%)
$PYPL (+2,1%)
$CADLR (-2,75%)

• Little trim on $HIMS (+6,52%) at 48eu
• Little trim on $TMDX (+6,34%) at 100eu
• Little add on $BIDU (+0,94%)
• Sell full position $REAX (+7,37%) with -20% loss
• New Position $CADLR (-2,75%)

More volatile than market but better thank market

TTWROR: 60.5%

$HIMS (+6,52%)

$SOFI (+0,99%)

$RKLB (+2,64%)

$BTC (-1,3%)

$SOL (-1,3%)

$AMZN (+0,78%)

$BABA (+1,7%)

$ASML (+3,15%)

$NU (-0,69%)

$UBER (+1,37%)

$AMD (+0,32%)

$HITI (+0%)

$REAX (+7,37%)

$1211 (-0,64%)

$9866 (-0,51%)

$TMDX (+6,34%)

$VKTX (-0,33%)

$BATS (+0,29%)

$ISP (+1,79%)

$PYPL (+2,1%)

$REAX (+7,37%) This company could explode during next months.

I started with a 2.63% position.

Cap. di mercato

982,68 Mio €

Ricavi (TTM)

1,04 Mrd €

Flusso di cassa libero (TTM)

35,85 Mio €