Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-0,98%) / $AVGO (+1,35%) / $MPWR (+2,09%) / $AMD (+0,46%)) and OS selling ($RKLB (+0,43%) / $AMD (+0,46%)), the portfolio will be rebalanced and restructured. $RKLB (+0,43%) , $LMND (+0,81%) , $GOOG (+0,4%) and $9988 (+1,25%) 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 (+1,93%) - further increase to 500 shares would be considered
- at $HIMS (+0,91%) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0,43%) increased to 13 shares
- $WKL (-0,5%) increased to 18 shares
- $AJG (+1,4%) Position filled, 7 shares
- $DXCM (+1,4%) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+3,1%) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (+0,24%) collected, savings plan continues
- $RSG (-1%) , $CCEP (-0,98%) and $DDOG (+0,05%) also continue to run in the savings plan alongside the ETFs $UBU7 (+1,67%) , $WINC (+1,32%) , $SCWX (+2,13%) and $EXH5 (+0,4%)
I am still undecided about the potential increase in $UBER (+0,51%) , $NU (+1,2%) , $ZTS (+1,56%) and $TTD (-0,02%) - 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.
