N · 2024-02-09T14:18:09.670849Z

Hot-running and switched to another value ($HAUTO - transaction will follow as soon as the values have been entered correctly at DKB). Thus reduced from 7815 to 6615 shares.

1Anno

Respect for the portfolio 👍🏼 I would also sell something and set a stop loss if possible - perhaps several at different prices if possible

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N@Khlmysee

1Anno

@AlterMannI am absolutely overweight and many would call me crazy. However, I also take a very differentiated view of this stock compared to tech stocks and the like. I thought the risk was manageable, but I am also keeping a very close eye on this stock. I am slowly trying to take out the risk and invest in other assets/shares that are also good for the long term - diversification. Appropriate safety mechanisms are in place. 😊

Given my age, my risk appetite can be classified as moderate. 😬

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Ronald@AlterMann

1Anno

@Khlmysee That last sentence killed me 🤣🤣
Nah, seriously. The success proves you right and I don't begrudge it to anyone. 👍🏼

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N@Khlmysee

1Anno

@AlterMann Thank you. I also wish you maximum success. Maybe I'll try my hand at analyzing stocks for the community in the future. Then I'll offer an early insight into my investments. 😊

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Epi@Epi

1Anno

53% deposit share in a Norwegian fleet operator with €0.5bn MK! You want to know, don't you? Does your wife know about this? 😅

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N@Khlmysee

1Anno

@EpiThe solution to the puzzle is hidden above. 😬 It's not "YOLO" invested blindly.

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Epi@Epi

1Anno

@Khlmysee I have read that. Objectively, i.e. RiskRewardTechnically, it still remains a pretty risky business. One sudden event and the share is only worth 50% within 5 minutes. I've seen it all before...

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N@Khlmysee

1Anno

@Epi high risk, high return. For me, I feel it is manageable at first. I'm already taking out risk.

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Topper H.@TopperHarley

1Anno

@Epi Yes, that's why I have a broad diversification with many stocks in my portfolio despite the higher maintenance costs.

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MrMister@MrMister

1Anno

I just got in :) After Mutares SE, I wanted to invest in another less well-known company. There are just too many good companies for me at the moment. How do you see the future of Klave?

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N@Khlmysee

1Anno

@MrMistervery briefly, as I'm about to attend a birthday: they keep technology and route and CO2 optimization very high, have Klaveness Digital software for optimization, will get 3 new ships in 2026, have an optimal financial situation, also due to corporate bonds, which they issue and and and...then they now also have a well-known and wide customer base as well as many other securities. The small fleet size makes it easier for them to scale. Really just a brief outline. I think the overall package could hardly be better. I'll be writing an analysis of the company next week. I am "big in love" ♥️😅

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Dividendenopi👴@Dividendenopi

1Anno

I became aware of $HAUTO through your posts. I like to invest in the Northern European region, if only because I am dividend-oriented. I took a look at the company and got in at €9.20. At the moment it's up over 20%, so the announced first dividend will eat that up again, but I'll probably buy more. Merci

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N@Khlmysee

1Anno

@trader64 I'm pleased to hear that. I even added a lot more at € 10.98. With the dividend, I'll be back at €9,... and then part of the dividend will be reinvested directly.

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GHF@GHF

1Anno

Hope you bought $HAUTO in time!???

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N@Khlmysee

1Anno

@GHF own 2586 pcs. and was still in time. 👀

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Topper H.@TopperHarley

1Anno

@Khlmysee over €30,000 😵

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N@Khlmysee

1Anno

@TopperHarleywhat must that must. 😅

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hejjay@hejjay

1Anno

Congrats. I don't think I would dare to do anything like that.

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N@Khlmysee

1Anno

@hejjay I actively look at IPOs from Scandinavian, European, etc. countries and really scour marketscreener, GuruFocus, seeking alpha and co.

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hejjay@hejjay

1Anno

@Khlmysee 👍 I think that's admirable. I would also do more, but I don't have the sources (and maybe a bit of a mum). Are the three you mentioned enough?

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N@Khlmysee

1Anno

@hejjay for fundamental data (although I'm not a professional analyst either) or the free version of TradingView.

MarketScreener helps me with "competitor research". Starting from the analyzed value, I am shown other similar/same companies in the corresponding market segment.

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hejjay@hejjay

1Anno

@Khlmysee Thank you. Still really impressive that you go in there.

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N@Khlmysee

1Anno

@hejjaySometimes healthy "rationality" and a focus on the essentials can help (I would argue). If you turn it into rocket science, then it's easy to get confused. If I understand the idea, recognize a moat and the numbers fit, then I don't need to analyze the decimal places.

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