1Mes·

Allocation by Irish sale

The idea of further diversifying my portfolio had solidified somewhat in recent weeks. $IREN (+2,17%) I left it at my self-imposed partial sell target of EUR 55 and started to build up the first positions on Friday. I am sticking to my target of investing around EUR 5k in each position. $IREN (+2,17%) remains in the portfolio with 500 shares and will (probably) not be touched in the near future. $DEFI (-3,49%) Now also full with 5,500 shares.

19k liquidity left and will still be invested in top-ups + new shares.

Individual shares are now:

$IREN (+2,17%)

$RACE (+1,99%)

$DSFIR (+3,44%) possibly increase

$MUM (+0,56%) possibly increase

$IOS (+2,74%)

$KSPI (-0,64%)

$FI (+1,78%)

$FSLR (+1,56%) Increase if necessary

$NICE Increase if necessary

$ALCRB (-1,74%)

$INPST (-2,29%)

$6367 (+2,73%)

Does anyone else have an idea for a share, possibly also from the German-speaking region? The Asian region would also be very interesting, although I am looking a little at $1810 (+4,33%) look at.

vg and have a nice WE

Micha

5 Commenti

Patrick Schäfer@Hotte1909

1Mes

$GFT perhaps? Somewhat speculative yes.
$DTE is also relatively cheap at the moment, so it might be worth keeping an eye on it.
Otherwise the usual long-runners $MUV2 or $ALV

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Michey777@Michey777

1Mes

@Hotte1909 Thank you very much, dear. $GFT I placed a buy order at EUR 17. I already had my eye on it at the time, but had little luck with profit reductions in the market segment (small caps) so far and was always too early $NA90. Insurance is a good tip. I don't think $TLX is bad either, but do another peer comparison.

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Michey777@Michey777

1Mes

@Hotte1909 $ACN and I also find $KKR quite interesting.

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Patrick Schäfer@Hotte1909

1Mes

@Michey777 Yes, small caps always entail risk. I'm still invested in $P4O. If there's a bit of volume on the market, things will get wild 😉 I recently saw something on YouTube about Accenture that was definitely interesting. They're pretty much at their low for the year right now. I haven't had time to do a detailed analysis yet but it's on my watchlist.

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Zerax@Zerax

1Mes

For DE $DTE and Asia $3750

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