$MC (-0,72%)

For the sake of transparency (I know not everyone is interested, that's why I don't post every single purchase/sale😂)

Sale due to possible reallocation to $LMND (+3,42%) , $OSCR , $3350 (-3,12%)
$DAPP (-0,45%)

Don't get me wrong, I'm still convinced by the company and think it's great, but I currently see more opportunities in other sectors and don't think the share price will run away quickly here.

However, it is quite possible that I will take up a position again in the near future if we fall another 5-10% and reallocate.

However, I believe that crypto and growth will continue to perform strongly until the end of the year, even with possible setbacks.

Also $UNH (-2,16%) I could then quickly reduce something again if things go well or there is a sector rotation, although as long as there is still uncertainty about Trump, this is very unlikely.

Molina $US60855R1005 (-11%) - 80 %

Centene $CNC (-4,64%) - 52 %

Elevance $ELV (-8,23%) - 25 %

UnitedHealth $UNH (-2,16%) - 11 %

CVS Health (Aetna) $CVS (-2,52%) - 6 %

Companies that in my opinion have upside potential on positive news.

Healthcare sector in general with a lot of catch-up potential, can in my opinion be well overplayed. $XDWH (-0,71%) play.

Do you have any sectors that you play via ETFs and if so, which ones?

I would be interested, I will probably now also set up a savings plan on $DAPP (-0,45%) and make a first purchase.

• Expansion of the money supply
• Possible fall in interest rates
• Debt of the USA (repayment 1/3 this year)
• and much more

In my opinion, this should $BTC (+0,27%) and a large part of the associated companies.

(Even if we are already somewhat further advanced)

Looking forward to your opinions and sector ETF's, even if they are only short term positions.

Normally I only go for individual stocks, but as I hardly want to hold cash, I feel very comfortable in the healthcare sector at the moment. ✌️

$3350 (-3,12%)
$MSTR (-6,26%)
$BTC (+0,27%)
$TSLA (+2,84%)
$MARA (-2,44%)
$BLOCK (+0,96%)
$HUT (-3,34%)
$CLSK (-1,88%)
$RIOT (+2,87%)
$COIN (+1,52%)
$DAPP (-0,45%)

Following the purchase of 1,234 additional BTC, the Japanese company now holds $3350 (-3,12%) now holds 12,345 Bitcoins, overtaking Tesla's 11,509 BTC. This makes the company the seventh largest corporate holder. The company plans to reach 210,000 BTC by 2027. $BTC (+0,27%) by 2027. $MSTR (-6,26%) continues to lead with 592,345 BTC.

ETF Savings Plan

ETF Savings Plan