Update on my portfolio

Last week, I decided to reduce the size of some positions in my portfolio in order to invest more in the current AI boom.

This involved 35 $BRK.B (+0,49%) and 350 $SHEL (-0,92%) shares were sold from my portfolio.

The following additions were made:

• $SIVE (-9,1%) 1,500
• $AAOI (-6,14%) 50
• $XFAB (-7,49%) 400
• $SHT B (-8,04%) 750

I didn’t quite time the entries perfectly in some cases, but let’s see what happens over the next few months and in 2027/2028. I’m curious to see how it goes.

In addition, the following stocks are on my shortlist for future purchases:

• $NOKIA (-2,03%)
• 
  $LPK (-2,78%)
• 
  $AXTI (-9,96%)
• 
  $MRVL (-7,45%)

Have a nice evening, everyone!