Sure, not a great month. Although why not?

The figures were good, but the reaction was not. And then there's the orange man (although you can indeed differentiate between the two).

In the end: nothing goes up in one line. And the drawback with NVIDIA has led me to exchange a toad ($FSK (+0,56%) ) for more NVIDIA. Think: Right decision.

I wish everyone a successful March!

There were two positions in my portfolio that annoyed me a little. One was $NVDA (+0,58%) because the crooked number of 4800 bills triggered my OCD (well, not really, but I do like round numbers). The second position was $FSK (+0,56%) . It was down 40 percent recently (after today's crash).

I thought to myself, "At some point, it's enough" and sold the losing stock completely. I no longer believe it.

On the other hand, I believe extremely strongly in NVIDIA. That's why today, precisely because $NVDA (+0,58%) the market punished the stock so badly after exorbitantly good figures, I added 200 shares today - now the total is round, and I also no longer have to look at this bad buy at $FSK (+0,56%) any more.

Why the stock market $NVDA (+0,58%) can only be explained by the fact that the market has pushed "weak hands" out of the market, who may have bought yesterday and briefly enjoyed a profit after the market close, in order to then buy more cheaply. The next few weeks will show that, although I am thinking in terms of years for NVIDIA anyway.

I have to admit that I am annoyed by NVIDIA's sell-off, but because of something else entirely: outrageous titles like $TSLA (+3,65%) one of the most disastrous companies in my opinion, are hyped by the market to the hilt, while true innovation drivers are beaten down despite incredible profits/free cash/outlook. But I'm sure that in the long term I'm backing the right horse. We'll be talking again in 2030.

I wish you a peaceful evening.

$FSK (+0,56%) published tough figures yesterday after the close of trading and is cutting its dividend by 30%. This is an attempt to turn things around, while at the same time focusing on senior secured loans. The share price is now experiencing a significant drop of 10% at the start of trading. Dear @Simpson was simply right back then. Get rid of the dirt. Took one dividend and no big position. Learned, wipe your mouth and move on.

It's not exhilarating, but I would say it's still solid.

Two values have disappointed me, first and foremost my favorite $NTG (-1,35%) which I'm playing for the long term. The catastrophic economic policy in this country, which is making it increasingly difficult for industries such as cars and chemicals, is simply a bad thing.

In addition $FSK (+0,56%) developed grottily. But I'm not pulling the ripcord just yet, the environment is not always rosy here either.

I will continue to buy both stocks.

Merry Christmas!

My biggest bad investment at the moment is $FSK (+0,56%) which is 40 percent in the red. The dividend will probably be paid today, but that is little consolation.

If I'm seeing things correctly, the share is currently trading below book value - which doesn't happen that often. When I look at the figures, I don't really understand why FS KKR was beaten up like that.

Does anyone here have the crucial tip on what I should focus my attention on when looking at the figures?

$FSK (+0,56%)

waited a long time and now it's going in.

The attentive reader will remember: the tax is hitting me - 20k are already gone, another 71 are due tomorrow. At least I was able to pick up a few bargains until the beginning of April before the cash flow flowed away towards tax.

But: That's it for the back payments now (which are due to the good Corona years) - the advance payments have been adjusted and no "surprises" are to be expected in the near future.

This means: full speed back into the markets from tomorrow, the share price remains the same: $NVDA (+0,58%) will be maintained, the dividend positions will be gradually expanded (here above all $HAFNI (+3,52%) and $FSK (+0,56%)) and a further 0.1 percent share in $NTG (-1,35%) is targeted.

I thought I had received a dividend today from $FSK (+0,56%) dividend today, I actually paid it... 🤣

In February I had already https://app.getquin.com/de/post/NjjHSSTOYO/hatte-hatte-fahrradkette-teil-2-was-ware-gewesen-wenn how much money I would have lost if I had panicked and sold at $NVDA (+0,58%) at 113 euros (and - even worse - bought back at 133 euros).

Then NVIDIA fell again from 133 euros, this time to 97 euros or so. And now imagine if I had sold again in a panic, at around 100 euros (psychological limit). I would probably slap myself bloody - I can't even imagine how angry I would be.

What did I do instead?

Absolutely nothing. At least not with NVIDIA. But I briefly shorted Tesla, albeit far too early ("Charmin, you didn't want to gamble anymore!!!"), and with my favorites $NTG (-1,35%) , $FSK (+0,56%) etc. and bought more.

Sure, you can now shout: "But imagine if you had sold NVIDIA at 130 euros and bought it again at 97 euros - you missed the opportunity."

Such comments usually come from those who always knew better *after the fact*. You can't give anything but a pitying smile to such comments. Nobody can predict the future. No charts. No analysts. No noobs. No old hands. No one.

If I had to guess: I currently interpret the signs as meaning that the correction will come to an end in the next few weeks - at least for those stocks that are fundamentally in a good position (which does not include, for example: $TSLA (+3,65%) ).