2Settimana·

Position dissolved

After careful consideration and despite a painful -65% price performance, I decided to sell Enphase and took out the last €500. It was once the star of my portfolio in 2021 and 22, but has fallen sharply since then. For me, it is currently valued like a growth company, only without growth in the figures for three years. And I doubt that anything will change under Trump in a trade war. If Trump then overturns the Inflation Reduction Act, I think Enphase will be on fire. The last earnings call, which I listened to in part and from which I was unable to draw any inspiration at all, then gave me the rest. So, finish the chapter, wipe my mouth and move on.

23.04
Enphase Energy logo
Venduto x12 a 40,70 €
488,40 €
65,43%
5
3 Commenti

immagine del profilo
Also sold completely. I pulled the ripcord six months ago. (-45% I mean).
But well, always being on the winning side would be boring 😁
1
immagine del profilo
@Invest_wise Jo, so what hurts is that I once came from 200% plus (May 2020 entered at 54€, then ruined at the end of 2022 by bad follow-up purchases), but I still think it was right to sell now and I don't regret anything.
1
immagine del profilo
2Settimana
That's right, out with the critters, in with the wine 🍷
1
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