6Mes·

Sale for possible regrouping

$MC (-1,03%)


For the sake of transparency (I know not everyone is interested, that's why I don't post every single purchase/sale😂)


Sale due to possible reallocation to $LMND (-4,45%) , $OSCR (-0,62%) , $3350 (-4,16%)
$DAPP (+0,02%)


Don't get me wrong, I'm still convinced by the company and think it's great, but I currently see more opportunities in other sectors and don't think the share price will run away quickly here.


However, it is quite possible that I will take up a position again in the near future if we fall another 5-10% and reallocate.


However, I believe that crypto and growth will continue to perform strongly until the end of the year, even with possible setbacks.


Also $UNH (+0,68%) I could then quickly reduce something again if things go well or there is a sector rotation, although as long as there is still uncertainty about Trump, this is very unlikely.

18.07
LVMH logo
Venduto x13 a 480,00 €
6240,00 €
3,55%
39
11 Commenti

immagine del profilo
I am interested! Thanks for the insight!
5
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immagine del profilo
You need a Swiss share. $CICN
1
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Made the same decision yesterday and threw out my position.
1
immagine del profilo
@jkbsmn92 As much as I like the company, we are currently in a crypto market and I think it will continue for a while due to the expansion of the money supply and debt/repayment of US debt. Presumably with volatility, but we need to take advantage of this. Perhaps $MC will fall a little further, in which case it would be a great time to get in.
immagine del profilo
Thanks for the info! :-)
1
immagine del profilo
At what price are you gona enter into $3350 again?
immagine del profilo
@livkasmile I don't know yet, I'm doing it on instinct, I think now is a good time before the price picks up again. With a share like $3350, which is very volatile, this can happen quickly. But at €5-6 I would probably double again. It depends on the situation over the next few days/week.
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