Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+2,36%) / $AVGO (-0,79%) / $MPWR (+4,2%) / $AMD (+8,37%)) and OS selling ($RKLB (-1,3%) / $AMD (+8,37%)), the portfolio will be rebalanced and restructured. $RKLB (-1,3%) , $LMND (+6,52%) , $GOOG (+3,01%) and $9988 (+4,54%) 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 (+0,63%) - further increase to 500 shares would be considered
- at $HIMS (-4,16%) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
- $NOW (+0,29%) increased to 13 shares
- $WKL (-0,36%) increased to 18 shares
- $AJG (-3,69%) Position filled, 7 shares
- $DXCM (+1,87%) Position filled, 26 shares
- Doubling of the small speculative position at $ONWD (+0,46%) planned to 120 shares, limit buy @ € 4.30
- 10 shares $TEM (-4,39%) collected, savings plan continues
- $RSG (+0,78%) , $CCEP (-0,58%) and $DDOG (+6,91%) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,83%) , $WINC (+0,87%) , $SCWX (+1,04%) and $EXH5 (-1,02%)
I am still undecided about the potential increase in $UBER (+2,17%) , $NU (+0,59%) , $ZTS (+1,32%) and $TTD (+3,67%) - 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.
