2G·

Update September

New positions:

$PYPL (-0,42%)

Focus H2 2025:

$PYPL (-0,42%) Expand position (Equal with the $SOFI (+2,08%) investment)

$ASML (+1,12%) Expand position to €10k invested capital

Reinvest dividends accordingly.

Focus H1 2026:

Expansion of the remaining positions and entry into $BMNR (+14,39%) (earlier if necessary).

Watchlist:

What do you think?

1 Commento

Timur K.@ShindyDeanMartin

I personally like your portfolio very much.
If I had to complain, I would say try to add 1-2 top defensive stocks, such as $PG or $WM. This might also be a good time to start at the moment.

But that's complaining at a high level.

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