Thank you my dear, be glad that you only have a few semiconductor values. This allowed you to do relatively well in January. May I ask you what is the quickest and clearest way to determine your monthly performance on an individual stock basis? Unfortunately, it is not possible to display this quickly in an overview on getquin. @Kundenservice (Suggestion for improvement)
@Tenbagger2024 You're right, my NVIDIA, TSMC and ASML have been hit pretty hard 😂 But the "beneficiaries" have benefited more.
Unfortunately, that's true! I use Portfolio Performance on my PC for this. I can select the previous month and then display the absolute / relative performance, incl. / excl. dividends,...
@Mister_ultra Oh, thank you. Unfortunately, it is very difficult to quickly find the underperformers in your portfolio on getquin. It's a real shame if you have to look for an alternative now
@Mister_ultra I think I will have to reduce the semiconductor sector somewhat. Although I still believe in it. I believe that the next stage of AI is coming, and software and consulting firms should be able to benefit from this. I continue to see fintech at the forefront, as well as energy and infrastructure. What are your favorites?
