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.
2Settimana·
Position dissolved
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3 Commenti
Invest_wise@Invest_wise

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DieEnte7@DieEnte7
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Smudo@Smudeo
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