6Mes·

My portfolio (any opinion are appreciated)

Hello community,


This is my currently portfolio…

I only want to ask you some advices, i don’t know what to do now.

I'm currently do a PAC on my ETF (200fr each month) and also i have a small part of ETH and some stocks.

$NVDA (-0,68%) is my biggest position and i think i want to hold as much as possible.

$DUOL unfortunately after yesterday earning this stock fall 30% on my portfolio, i think i’m going to wait until a good moment to selle that

$BMNR (-4,97%)
$BGB (-1,29%) with this two position i don’t have any idea of what is the best thing to do.


If you have any advice please share to my, i really want to know what i can improve with my portfolio.

Thx for all guys❤️

10Posizioni
6240,46 CHF
13,06%
4
5 Commenti

immagine del profilo
Your MSCI World would be too expensive for me. Why don't you take the $WORLD from UBS. TER 0.1 instead of 0.55.
1
@Olli68 Because i use Yuh, and this stock is not available on Yuh
What do you think about the others stocks?
immagine del profilo
I would sell Bitget Token and ETH and buy Bitcoin with that right now.

I don’t know enough to say something about Bitmine, but it’s probably also best to convert it to BTC. Especially if you also don’t know much about the company.

The NVIDIA position is great.

I would not sell Duolingo. I would even add some more. The earnings call was great, and the market reaction was not reasonable. Growth is amazing, and I don’t see the risk of AI disruption. The CEO has a great vision for the future. I opened a position myself yesterday because valuation looks very attractive to me right now.

The Ferrari position is fine.
1
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