Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+0,27%) / $AVGO (+0,32%) / $MPWR (+0,7%) / $AMD (+0,14%)) and OS selling ($RKLB (+0,08%) / $AMD (+0,14%)), the portfolio will be rebalanced and restructured. $RKLB (+0,08%) , $LMND (+0,27%) , $GOOG (-0,03%) and $9988 (+0,33%) but I'm not touching them (yet) 😀
Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.
- After almost a year of watching, I dare to re-enter at $GRAB (-0,38%) - further increase to 500 shares would be considered
- at $HIMS (+0,08%) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0,11%) increased to 13 shares
- $WKL (-0,18%) increased to 18 shares
- $AJG (+0,07%) Position filled, 7 shares
- $DXCM (-0,13%) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (-0,36%) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-0,13%) collected, savings plan continues
- $RSG (+0,25%) , $CCEP (-2,16%) and $DDOG (-0,21%) also continue to run in the savings plan alongside the ETFs $UBU7 (-0,03%) , $WINC (-0,04%) , $SCWX (-0,12%) and $EXH5 (-0,06%)
I am still undecided about the potential increase in $UBER (+0,24%) , $NU (+0,51%) , $ZTS (+0,83%) and $TTD (+0%) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.
