Sold it a little too early on Friday, but not dramatically. Would like to bring some balance to the portfolio. Rocket Lab $RKLB (+0,84%) is still by far my largest position and I still believe in it, but the company is already worth about 75 times its turnover. That's why I'm trying to gradually pour some money into new positions that also have high potential with comparatively lower risk. On Monday, I will invest part of the profit in Maruwa $5344 (-1,5%) on Monday. Maruwa is a highly profitable manufacturer of high-performance ceramics from Japan. They control almost the entire market and benefit not only from AI, but also from trends such as photonics, automation, electrification, etc. Wherever heat is generated, Maruwa comes into play. It will not be possible to eliminate this law of physics through innovation. A true hidden champion.
I will probably also increase my positions in Kawasaki Heavy Industries. $7012 (-0,39%) as well. Apart from that, I just treated myself to a bit of cash for Christmas, because being wealthy only on paper is kind of boring. Merry Christmas to you all 🎄
