I really have to tell you that I can't stop grinning since last Wednesday.
The way my portfolio has developed this year is truly incredible.
For the first time, I now own $AMZN (+2,65%) a five-digit amount in a single share position today
I have also been able to $NVDA (-0,57%) and $CRM (+1,01%) I was twice as pleased with +100% in a substantial share position.
Of course, I know that this is not normal and I assume that the markets will correct again. But at the moment it's a really cool feeling to have a successful portfolio.
I'm also currently assuming that I'll be able to reach €100,000 in assets by April at the latest, which is the next big milestone.
The loss at $ENPH (+1,68%) hurts, but better an end with horror than horror without end!
The solar industry will have a tough time for a while yet, especially with the new US energy policy. I have therefore now reduced my positions in $AMZN (+2,65%) and $ABBV (+0,05%) have been expanded.
I feel for you, at -49% it is also the worst position in my portfolio at the moment. It's even more painful to think that they were once at +200%... I will "freeze" my position in the hope of a long-term recovery after Trump, but I won't make any additional purchases until there is significantly better news.
Palantir $PLTR (+2,5%), Amazon Web Services $AMZN (+2,65%) and Anthropic are cooperating to AI for the US government and the military and the military.
The partnership enables US intelligence agencies 🇺🇸 and defense agencies to access the Claude 3- and 3.5-models via AWS via AWS.
"This partnership provides an integrated technology suite that enables the use of Claude within Palantir's AI platform (AIP), leveraging the security, agility, flexibility and sustainability benefits of AWS."
I was in Berlin this week for an interview. It was a lively conversation about El Hotzo, mindset, savings plans, retirement planning, working and billionaires. If you like and subscribe, Jasmin will be delighted.
$AMZN (+2,65%) Amazon has experienced strong demand for cloud services, meaning pricing power.
AWS, its most profitable segment, saw revenues increase to $26.3 billion in Q2, or 19% YoY surge making up only 17.8% of overall sales, but accounting for a sizeable 63.3% of its operating income.
We're bullish on $AMZN (+2,65%) . They're efforts to reduce operating expenses, while at the same time, investing in AI and garnering more from leasing GPUs and selling products online means more revenues spread over a lower cost base, leading to better profitability.
After a long time, I'm writing a post again with a cup of coffee in my hand. With all the turbulent events of late, when I looked at my portfolio (especially my $AMZN (+2,65%) position) a basic question came up again. What is the maximum percentage of your portfolio that a position can make up that you still feel comfortable with?
