$IPX (-2,33%)

Hello everyone 👋

I have to be honest and say that the last few days have been a bit too exhausting for me. Following every company, and there have been more and more, has become too much for me 🤯 - and I realize how much time it takes to check the individual price movements (to always find the "best" entry). 🕵️‍♂️📈

I'm still young and actually want to fill my time with more effective things than constantly checking the prices. 📉📊📈

So I've drawn up a list of stocks where I think it's enough to look at the portfolio once a week or maybe even just once a month, because I assume that they will be higher in a year's time than they are now. 🚀

That's why I now only have seven companies in my portfolio and $BTC (-1,72%) 💰

Bitcoin:

All 7 stocks were increased, and all other positions were allowed out (I still have warrants, but these are also to be gradually reduced!).

$PNG (+3,97%) - (only a little, waiting for a setback)

$IREN (+22%)

$ONDS (+3,42%) (should also be out of the portfolio by the end of the year)

$RKLB (+1,38%)

$IPX (-2,33%)

$SOFI (+0,61%) - (increased the most because the position was previously very small)

$BNTX (+2,34%) - (unfortunately there was no money left today 😅)

Each company has a weighting of approx. 10/15% in the portfolio. IREN and Kraken Robotics a bit more, because I see the biggest upside there 💶

I know that these are stocks that would probably give value investors gray hair 😅,

but I'm deliberately focusing on growth. And even if one or two stocks take off, I will have achieved my target return of 25% per year. 💪📈

Please give me feedback on whether you think it makes sense to have such a concentrated portfolio - or whether you would say that the time investment is worth it after all and I would be rewarded with a return. 🤔📊

Kind regards ✌️

Small investor 😁

Annual targets achieved in one month. Individual shares such as $IREN (+22%)
$ASTS (+0,36%)
$PNG (+3,97%)
$TTR1 (+2,11%)
$IPX (-2,33%) ...

and warrants on $HAG (+1,02%)
$ENR (+4,67%)
$NVDA (+2,44%) have done the rest.

I have therefore already exceeded the annual target of around 25% with the growth strategy in the second month 📈👍

My best month on the stock market so far and I see this month as at least a small confirmation of my reallocation...

I'm really super happy with such a performance 🌟

@Multibagger you must have made a good double-digit performance this month too, right? 😁 @BamBamInvest and @Tenbagger2024 you are of course invited to put your cards on the table again 😜

Hello everyone,

Since a lot has happened in the last few days and weeks, I would like to give you an insight into how far my portfolio has changed in terms of growth and returns. First of all, the FTSE All World has been thrown out completely, as have the stable value stocks such as Airbus and Telekom. My "new" portfolio has so far included the following:

Position (weighting in the portfolio in %) Return to date in %

$BTC (-1,72%) (13%)

Return to date +-0

$IREN (+22%) (11,2%)

Return so far approx. +30

$RKLB (+1,38%) (9,46%)

Yield yesterday still at +15% today at just under +4% 🤪

$PNG (+3,97%) (9,4%)

Yield so far +15%

$TTR1 (+2,11%) (8,67%)

Yield to date +-0

$IOS (+0%) (8,55%)

Return so far approx +5%

$ASTS (+0,36%) (8,54%)

Return to date approx +5%

$ZAL (-0,23%) (7,35%)

Return so far approx +11%

$IPX (-2,33%) (7,27%)

Return so far -5%

Warrants (only for those who are interested)

(sorted by weighting)

Long on Hensoldt MM2TXJ (+16%)

Long on silver MK81Z6 (+84%)

Short on Puma DU1SAE (+6%)

Inline OS on Zalando UG71Z8 (+93%)

Inline OS on Thyssenkrupp UG81HF (+80%)

Inline OS on Telekom (since today) PJ711H (-1%)

Discount Tut on Palantir VK38YE (-34%)

In addition, I now have a savings plan with 200 euros per month on Bitcoin $SOFI (+0,61%) Tech, as well as 100 euros each on $VSAT (+1,12%) and $BNTX (+2,34%) (for the next pandemic, cancer therapy, and because of the thick cash cushion).

I think I've covered the areas of data centers and digitalization, as well as space and outer space. What I'm still missing is a convincing stock in the critical commodities sector (I have Iperionx, but I'm still looking for a candidate that convinces me)...

I'm up about 8% for the week and see this as a very small confirmation of the transformation in the portfolio, even though I know that these stocks are naturally more susceptible to a bear market xD

I'm not sure whether I'll be able to keep up the savings rates because I have to take my driver's license exams soon and I'm still doing my A-levels. And as I only work on a part-time basis, I don't have that much money available yet. My deposit is currently around 9900 euros and my short-term goal is to have enough money by the end of 2026 or early 2027 to buy my dream car, a Golf 7. 🙈

Please let me know what you think and whether you would do the same as me...

And if anyone else has a stock that would fit into my portfolio strategy, I would of course also be delighted...

HG Small investors ✌️🤝

I would like your help, especially those who have a custody account with Smartbroker or Scalable. I'm thinking of moving my securities account from Consors because the costs are really exorbitant. The only reason I still have it is because I have a few share savings plans there that are not tradable at TR and there are none at Flatex. I would therefore be very grateful if someone who is there could check for me whether they can be traded there as a savings plan and whether I can also transfer fractions. A sale and new purchase in a new custody account is out of the question due to the high costs. Specifically, it is about

$CDE (-5,48%)

$IPX (-2,33%)

$MP (-0,73%)

$PPTA (+1,92%)

$DEFI (+0,72%)

Many thanks for your help. If you have any other suggestions for depots with other providers where this is possible at a reasonable price, I would also be interested in them.

A small monthly savings plan has been running for some time now on $IPX (-2,33%) . As a result, this has become the largest equity position in terms of units. If this technology really catches on, it is a potential 100 bagger for me. Yesterday at least a major milestone was reached.

Börse Express - IperionX Aktie: Wachstumsfantasie umgesetzt