4H·

Everyone gets on the wrong train

What do you do in such a situation, for example the company $RMS (-9,78%) has a strong moat, I plan to keep it for years anyway, but at the moment it just looks like shit🙈

where would you pull a ripcord because at the moment it just looks like it's going downhill all the time

13 Commenti

alphawolf@alphawolf

So at the moment it looks exactly the same for me with LVMH. But I'll just keep holding them

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༺Yuichi༻@Yuichi

@alphawolf Yes, I do too. I hope that the war will be over at some point and that everything will pick up again

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Epi@Epi

@Yuichi Hope, the last step before despair. 😳

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Keineui@Keineui

You write that you want to keep them for years. Then just don't look. :)

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Francis@Underwood_F

I'm skeptical. I mean, this thing makes up 20% of your portfolio. That's just brutal. I never go over 5% for individual stocks. In exceptional cases over 10%, e.g. in situations like the customs crash.
With a 20% portfolio weight, you lose 28%. That really hurts.

But the child has fallen into the well. I probably wouldn't react now either. Fundamentally, they are always too expensive for me. I can also see a support zone in the chart, but there are also companies that have broken one support level after another

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༺Yuichi༻@Yuichi

@Underwood_F that wasn't the case before i had to take a lot out of the portfolio back then. Now everything is slowly being built up again bit by bit, but the share that I never sold just looks really shit now.

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Default G.@Sunrise-Mantis

17Min

Had a similar constellation with Novo, which grew too much due to "cheap additional purchases". It's just stupid when the part gets cheaper and cheaper😂. Have now halved the position as there are much better options on the market.

I think you have to realize your mistakes sometimes & just get through it.
If you see the rebound at luxury, stay in, but I think it will take a little more staying power

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Sansebastian@Sansebastian

The next support level is around €1400-1500. A stabilization should then occur here. So wait and see what happens

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Marcel@xzxzx

I find it hard to imagine that Hermes will outperform the market over the next few years. Simply too many risk factors. And in my opinion, that should be the case with individual stocks.

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Kai@Dividenden-Sammler

If you want to be a long-term investor and continue to believe in the company, I would consider buying in 2 or 3 tranches. Buy one tranche now and, depending on the direction it takes, wait and see with the 2nd and/or 3rd tranche.

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jdb@Ultimate_Accumulator

You will be fine. It is a great company.

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Basti92@BavarianLion

44Min

I would never sell with a brand like $RMS! I bought it myself last week at €1680! Hold the stock for 10 years, then things will look very different!
But that's just my opinion, not investment advice!

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༺Yuichi༻@Yuichi

42Min

@BavarianLion yes, i'm not selling it either, even though i'm now six hundred

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