$VKTX (-41,2%)

$RKLB (-9,3%)

$NBIS (-7,23%)

$HIMS (-6,29%)

$SOFI (-5,96%)

$3350 (-4,87%)

$HAG (-8,75%)

$LDO (-9,11%)

$RHM (-5,69%)

Have I forgotten something?

Only Novo is doing well $NOVO B (+1,3%)

And my egg farm $CALM (+1,04%)

$HIMS (-6,29%)

A short introduction on my part. I am 26 years old and have been investing for 3-4 years. The last two years I have done a professional training. This now enables me to earn a net salary of around € 3300 to start with. I also have a side business which also earns me around €1000 a month.

Now to the plan I'm pursuing until I'm 30. As you can see from my portfolio, my individual stocks are underperforming the market, although I am convinced of the values in the long term. I will therefore now shift my focus strongly in the direction of ETFs.

Savings plan in the future:

100€ per month in Bitcoin

100€ in a building society saver to get the 70€ housing construction premium per year (is a legacy from 2023 and has a good financing interest rate)

$HOOD (-5,96%) and $HIMS (-6,29%) should be saved up to a maximum of €1000 via a savings plan. I think both models are very promising, but I'm aware of the risk involved.

$IWDA (-0,29%) I want to accumulate around €1800 per month as a core.

So I hope to have around the first €100,000 in my portfolio by then.

This will leave me €2200 to live on, which should be enough for a normal standard of living. Do you think the savings targets are realistic or do you think the 50% savings rate is too extreme?

Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (-4,23%) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.

Another notable transaction involved Block Inc ( $SQ (-2,95%) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.

ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.

In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (-6,06%) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (-1,68%) ), Guardant Health Inc ( $GH (-1,92%) ), Robinhood Markets Inc ($HOOD (-5,96%) ), Palantir Technologies Inc ($PLTR (-10,02%) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (-2,81%) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (+0,59%) ) and Personalis Inc ( $PSNL (-6,99%) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.

Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (-4,37%) ) and 10X Genomics Inc ( $TXG (-1,28%) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.

Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.

$ARKK (-3,93%) and $ARKF (-3,33%) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (-4,23%) My current portfolio has a lot of risk, as I have generated some cash.

At the moment I'm considering whether I should possibly $HMWO (-0,16%) and $EQQQ (-1,17%) or just the $VUSA (-0,3%) into the portfolio.

Temporarily sold $AMD (-5,65%) +35%, $HIMS (-6,29%) +15%, $DOCN (-2,33%) +9%.

I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.

My positions:

$SOFI (-5,96%)

$ZETA (-3,25%)

$TTD (-4,23%)

On the watchlist

$DDOG (-0,27%)

$LNTH (-1,33%)

$LMND (-3,87%)

$TOST (-1,62%)

$DASH (-0,42%)

$BROS

$APLD (-6,41%)

$SCI (+1,26%)

$HIMS (-6,29%)

As was announced yesterday, the CEO of $HIMS (-6,29%) Novo Nordisk sold his largest block of shares to date one day after the wave of lawsuits filed by Novo Nordisk last week, and not via the 10b5-1 regulation.

The day before yesterday he was still encouraging shareholders to buy the $HIMS (-6,29%) to buy the stock.

Now there was the following statement:

Despite his sale, he still owns a >10% position in the company.

How do you assess this? Can the CEO still be trusted or is this a no-go that casts doubt on his integrity?

Andrem Dudum, posted yesterday on X that a user should go all in, and on the same day the sale filing was published in the amount of 50 million USD

HIM'S CEO ANDREW DUDUM IS SELLING 660,000 SHARES OF $HIMS (-6,29%) AT $50.58 FOR OVER $30 MILLION THE LARGEST INSIDER SALE IN THE COMPANY'S HISTORY

Subscribe to the podcast so that the broadcasting fee is abolished.

00:00:00 Hims & Hers $HIMS (-6,29%)

00:46:00 AMD $AMD (-5,65%)
$NVDA (-3,16%)
$INTC (+6,25%)

01:25:50 Nebius $NBIS (-7,23%)

01:51:40 Palantir documentary in the ARD media library: https://shorturl.at/clpFU
$PLTR (-10,02%)

Spotify

https://open.spotify.com/episode/07MenPFK3TWG97ZL0inGGw?si=ATBk85b4TG6c5ki2DF9wtQ

YouTube

https://youtu.be/JKk8FmRyKT8

Apple Podcast

https://podcasts.apple.com/us/podcast/107-hims-hers-amd-nebius-palantir-doku-in-der-ard-mediathek/id1695869891?i=1000721566528

After my big $HIMS (-6,29%) yesterday, my limit order to buy was triggered today at a price of $AMD (-5,65%) at a price of € 137.

Nice dip after reasonable earnings and a call with a good outlook for the coming years. I will probably $NVDA (-3,16%) I will probably increase to 10K in case of weakness so that I am well positioned for the future in the semiconductor sector.

Have you bought $AMD (-5,65%) bought more today?

what do you think of the quarterly figures yesterday?

Greetings Bubu 🫡