Where is the journey going?

Banana M.@Banana_Millionaire

1Settimana

@AdriInvests I guess I'll have to adjust to that ☘️💪

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1Settimana

Mega strong. But be mentally prepared for a portfolio like this to be badly torn apart in a bear market. You have to be able to withstand that.
The saying "let winners run" has become increasingly popular recently.
Personally, I would rather set myself a percentage weighting for each position as a target and then make the right decisions based on this without any emotion.
Of course you can lose out on returns, but on the other hand it would also be a shame to lose all or a large part of your book profit.

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BamBamInvest@BamBamInvest

1Settimana

@Banana_Millionaire That's true, of course. I've already had a few sell-offs in my portfolio, but the next one will of course be the most ridiculous in terms of the figures. But you have to learn that over time. 🤔

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1Settimana

This is the way ✌️ Buy and hold ☺️

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BamBamInvest@BamBamInvest

1Settimana

@BamBamInvest I'm in 💪 That's the way!

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1Settimana

@Bubu_98 That is the way 🦍

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Stefan@Da_Fischi

1Settimana

Set a stop loss and let it continue.

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Impulskäufer@maal

1Settimana

Definitely hold, even if very volatile times await us. At the very most, get the stake out through a small partial sale. $HIMS is much more than just a provider of syringes.

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1Settimana

@maal yes when i invested for the first time in 2022 i didn't even know there was a weight loss injection 🤣

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Impulskäufer@maal

1Settimana

@Bubu_98 😂

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Gomerdoc@Gomerdoc

1Settimana

@maal with a P/E ratio of 132: if the stock market gets even a little cold, they will have pneumonia ...

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Kapitän K.@PalmPirateTechnocrate

1Settimana

The hims position is far too big. Couldn't sleep peacefully. You're not in a position to have to take such a risk

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1Settimana

@Ayecaramba256 i agree. i never see the entire portfolio as praiseworthy, but merely as luckily put together. pure gambling, zero strategy. BUT... gambling is ok, but i'm out. i don't think any of the stocks are good, but my performance is nothing like what has been shown here. BUT... i do it this way, and he does it differently! everyone goes their own way! the way they want! so... best to keep it up, but without me ;-).

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1Settimana

But I'm actually sleeping well, as I've had the company in my portfolio since 2022 and know it from A to Z. I have confidence in the management, as they have always kept their promises to date.

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1Settimana

@Bubu_98 Nevertheless. Unnecessary risk

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Maximilian@Max095

@Ayecaramba256 You know stop loss, don't you?

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@Max095 No, explain. You have to be disciplined for that. I know countless people who adjust their stop downwards when they are in danger of being kicked out. You must be a superstar at elementary school with your attitude. I'm sure your parents are proud of you

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11H

@Bubu_98 dedam

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10H

@Ayecaramba256 All good. I still have all my shares and won't sell. Long term investment thesis intact 💪 My portfolio is back at the same value as 3 weeks ago.

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@Bubu_98 Not that I don't begrudge you that. But don't you think you're already so far along in your wealth accumulation that you don't have to take such a huge risk....?

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@Ayecaramba256 I didn't want to take a lump risk, but the positions have just developed as they are.

Limit sell order for 70€ is already set for 1/3 of the shares. It remains to be seen when it will be triggered 🤞🏼

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Visualizza un'altra risposta

@Bubu_98 and stop?😃

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Mister_ultra@Mister_ultra

1Settimana

Respect!

How did you become aware of the share back then?

You can also consider taking out your original investment and just letting the profits continue.

That's what I did with NVIDIA, for example. Even if the share were to go to 0 now, I wouldn't have made a loss.

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1Settimana

@Mister_ultra actually Bruno Kreidler and Finanzbär on YouTube!

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Bonchance@Bonchance

1Settimana

@Mister_ultra I see it the same way. You're too greedy yet a bit more and then aaaa I would have. Good approach

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1Settimana

Dude fuck. I broke 100k in the summer of 23 and am still a little short of 200k at the moment (see profile). Basically only Hims&Hers has lifted you to Olympus? Lucky fucker :D

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1Settimana

@FlorianoPerlini Yes, Hims was definitely the deciding factor for the return. It was somehow a bet at the time. I couldn't imagine that a return of 700% would be possible in 2-3 years. And luck was also involved, of course!

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Bonchance@Bonchance

1Settimana

@FlorianoPerlini you only have 500... Respect that you only made it with the etf, how long did it take you? And what do you think about the $SP20 etf because you have the top 20 of the s&p 500 with you?

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1Settimana

@Bonchance Started with 50k in June 2021. Always lived frugally before but unfortunately earned little and never invested. Already been in the job for a few years and therefore the 50k.

Currently at 200k but I need 20k for dental bills, so 180k. If the stock market goes normally this year 210k, if it goes extremely well 250k. If things go badly, more like 150k.

The goal this year is to have 150k actively paid in.

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Bonchance@Bonchance

1Settimana

@FlorianoPerlini In my opinion, there is not much or little money on the stock market. Even if it's €5 a month in a savings plan, it's better than nothing... Everything accumulates over time. This year there is a new s&p 500 top 20 etf $SP20, what do you think of this etf? It contains the top 20 companies from the large 500 index. I would be interested in your opinion. Thank you!

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1Settimana

@Bonchance I don't think much of this at the moment because the top stocks have run hot (P/E ratio). If inflation goes down and interest rates are lowered 2-3x (doesn't look like it at the moment), then the mid caps in particular will shoot up.

I would recommend the Holy Amumbo, which leverages 2x and lends its cash in euros and has already outperformed dollar-leveraged ETFs. heiliger-amumbo.org

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userc818a6f2df6247c9@userc818a6f2df6247c9

1Settimana

@Bonchance Otherwise FTSE All World, possibly gold/bitcoin. With my family, I put almost everything in the All World.
My nephews should get the Holy Amumbo and a leveraged DAX.

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1Settimana

Great, congratulations...... I don't know enough about him&hers. They are growing... other companies have 300KGV.... but I also once had a 300K portfolio with only one value: billiards. And in the meantime I have sold at a loss

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Tobi60@Tobi60

1Settimana

@userc818a6f2df6247c9 Really true? Wow, that's a really tough number ☹️

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userc818a6f2df6247c9@userc818a6f2df6247c9

1Settimana

@Tobi60 well, they were at 32 euros.... Ballard Power..... but then you drink an eggnog and life goes on.... and you invest smarter...... and hedge.... 😀

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X N.@ngoog

1Settimana

Respect, congratulations already! The question is whether you are somehow dependent on selling because of cash or whether you simply feel better when you realize a few profits. It's your money and your earnings, you're the only one with an emotional connection to your portfolio, do what you feel most comfortable with, but don't sell 100% in my opinion 😅

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Walter S.@Roots

1Settimana

Let it run.

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B. T.@Aktienhauptmeister

1Settimana

Strong portfolio 📈

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Tobi@Tobiwankenobi500

1Settimana

A quick question for the community:

How do you come up with companies / shares like HIM&HER "promptly"?

LG

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1Settimana

@Tobiwankenobi500 in April 2022 and then simply continued to follow the company. Later, Bruno Kreidler also covered it on YouTube 👍

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Boersen I.@Boersen-Info

1Settimana

Almost too little H&H, I would buy more

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ddoc@ddoc

1Settimana

There is nothing wrong with taking some profit.
I would take small parts out regularly. Then the majority runs but the risk goes out a bit

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ddoc@ddoc

1Settimana

YTD with 67% is already crass

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Xander13@Xander13

1Settimana

Take a look at what has happened to Teladoc Health in the last 5 years.

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