Moin Moin,

I've been at it for about 2 years now, the first year was just wild experimenting and making stupid and sometimes good trades, e.g. $HIMS (-2,04%) but unfortunately sold too early.

I've been trading less for about 1 year now and I'm also getting a bit more information.

I am also relatively broadly positioned.

I actually want to have growth stocks and sometimes a few dividend stocks as well.

My investment horizon is a relaxed 20 years plus, so I'm only in my mid-20s.

bitcoin is something I'm considering, but I don't know whether I should just do it via TR or whether it's really worth using another broker.

Relax and thank you very much :)

Hello everyone,

Things have been a bit quiet for me over the last few months.

Here are a few investments that I made during this period and also during the crash.

Buy:

$NVO (+0,46%)

Tranche: Entry at €57.90

Tranche: € 64.60

$COIN (-3,54%)

Entry at € 205.25

$NET (-0,07%)

Entry at € 108.32

$GOOGL (-1,16%)

Entry at € 140.40

$BBAI (-0,14%)

Further tranche at € 3.26

Sell:

$LMT (+0,53%)

Sell at 426€

$HIMS (-2,04%)

Sale at 40,99€

During this time, I also $RHM (-1,56%) and $TSLA (-1,36%) shorted, losing 100% on the respective shorts :D.

What investments did you make during this time?

$HIMS (-2,04%) HAS OFFICIALLY PRESENTED ITS BIOTIN + MINOXIDIL GUM ON YOUR INSTAGRAM -> (Hair Growth Product)

• This market could be worth USD 51.6 billion by 2023!

$HIMS (-2,04%) will launch a new product on its Hers site tomorrow. It has already been announced on social media over the last few days.

In my opinion, the best thing about the whole thing is the comment from Andrew Dudum (CEO) on X.

"What launches tomorrow took many years to perfect. From the industrial design of the machines to the safety procedures delivering consistency and quality.

Tomorrow's a small glimpse into the future of what we're building. What I believe is one aspect of the future of healthcare. It's one step of many towards a world where feeling great is effortless, enjoyable and empowering.

Sometimes the inspiration for innovation lives in plain site.

"An apple a day" they used to say.

I think they might have been right."

Looking forward to the future! Loooong $HIMS (-2,04%)

$HIMS (-2,04%)

Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

• $VWRL (-1,26%) (approx. 20%)
• $TDIV (-0,69%) (approx. 15%)
• $BTC (-0,36%) (I already have a part, the rest I will buy -- 10%)
• Cash (5%)

The other 50% will go into the first 10 shares.

• $PLTR (-0,44%) (4x)
• $CAT (-1,75%) (2x)
• $HOOD (-1,82%) (7x)
• $MCD (-0,51%) (2x)
• $AMZN (-1,19%) (2x)
• $NOVO B (+1,67%) (6x)
• $KO (-0,08%) (7x)
• $STR (-2,35%) (is my employer, have been invested for approx. 5 years -- 6x)
• $AAPL (-0,76%) (3x)
• $SHOP (-0,43%) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

• $NU (-0,66%)
• 
  $HIMS (-2,04%)
• 
  $SOFI (-0,75%)

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

$HIMS (-2,04%) CEO @AndrewDudum

has posted twice within 48 hours. This is not normal, a week ago, the Zava announcement, yesterday the GLP-1 successes now this:

$HIMS (-2,04%) is already showing weight loss results after three months :) Wegovy works!

Hey guys! 👋 It's me again, Zottel, and I need your input on strategy.

I'm still totally in my "discovery phase" when it comes to my investment strategy. I'd love to share some thoughts and hear your opinions, especially since I know there are a lot of smart people with experience on here.

🔙 Review: Mistakes andLearnings

At the very beginning, I started with more classic key figure analyses: low P/E ratio, little debt, German market, smaller companies such as Verbio. I took a lot from books, but in retrospect I also realized that I went too much by the numbers... and unfortunately also invested quite concentrated.

👉 Result: a few losses and the realization that theory is not the same as practice. :)

🚀 Current approach: Business model first

I'm now much more interested in the business model of a company, like Hims & Hers, Tesla or Shopify. $SHOP (-0,43%)
$TSLA (-1,36%)
$HIMS (-2,04%)

I simply find it exciting to deal with vision, scalability, competitive advantages and so on. Numbers are still important, of course, but they are no longer my sole focus.

I prefer individual shares because they teach me a lot, and as I think like an entrepreneur myself and want to start a company one day, it helps me a lot. 🙌

📊 Possible strategy: focus instead of breadth?

I'm thinking about deliberately concentrating on 5 to 10 individual stocks instead of diversifying broadly. I might add an ETF as a supplement, but my main focus should be on companies that I can really get to grips with.

Why?

Because I am fascinated by the "HOW" of a company: How do they work? How do the founders think? How do they continue to develop?

Precisely because I work in a start-up myself, I see every day what lies behind innovation, how much dynamism, decision-making, risk, creativity and vision there can be in a company. And it is precisely this understanding that I want to develop when investing. And I know that I won't get much more involved if I just buy the individual shares instead of ETFs.

I don't just want to buy "something" because it's in an ETF, I want to really get to grips with the companies. Not out of greed for returns, but because the whole thing excites me.

To be honest, I'm more interested in the experience than the money. I have big dreams and ambitions, I want to start my own business one day, become an entrepreneur, build things up. And I believe that if I use the time and money now to learn, through real confrontation, through my own mistakes and successes, then that is worth much more than some short-term percentage point in the portfolio.

Sure, it's riskier than simply investing in the MSCI World....But experience>returns

What do you think? Too naive? Or does it make sense if you really want to learn?

I'm looking forward to your opinion! 🙌

🪙 Crypto: new territory for me

I've recently started delving into the world of crypto. The idea of a digital, limited resource appeals to me and I see long-term potential. I'm currently testing it out:

• Bitpanda (I think it's quite good)
• BitWaver Powered by Hive (seems rather confusing to me 🤔)

How do you build your crypto portfolio?

Which platform do you use? How much of your total portfolio is in crypto?

💰 Regular income

I earn really well for my age and I'm wondering:

Should I invest the money directly each month or should I rather wait for market phases with better entry opportunities?

I don't want to miss out on any returns, but I also don't want to buy at the top when everything is hot. Maybe just invest monthly in a disciplined way, what do you think?

I know this is quite a lot of input now, but I just want to share honestly and openly with you where I stand right now. 🙏

I look forward to your tips, feedback and criticism.

I want to learn more, so feel free to share anything you can think of.

Thank you and best regards,

Zottel :)