Today I sold another 5-8% of my position at the ATH and $RKLB (-5,17%) position and invested in other promising stocks. Rocket Lab is catapulting my portfolio to new heights, but the leverage is slowly decreasing. I still see 5-10x potential, but I also see that in other stocks and as the cluster risk is increasing, I want to gradually diversify. I also want to try to find "the next Rocket Lab", even if that won't be easy with such high valuations as we currently have.

Today I invested in PKSHA $3993 (+0%) (AI algorithms), Envipco $ENVI (-1,1%) (recycling), SEALSQ $LAES (+1,15%) (PQC semiconductors and satellites), BTQ Technologies $BTQ (-3,83%) (PQC semiconductors and IP), Fujifilm $4901 (+2,27%) (++Bio-CDMO), Furukawa Electric $5801 (+0%) (HTS and lasers) and 01 Quantum $ONE (+4,03%) (PQC software).

I wish you all a successful 2026 :)

The markets are currently performing like there's no tomorrow. My wikifolio has also https://www.wikifolio.com/de/at/w/wfrsmaster has grown to a remarkable 58.2% performance this year.

Above all $IREN (-0,62%) with a plus of 837%. Sold a small part for rebalancing last week. New additions to the portfolio $PATH (+2,39%) .

In $BTQ (-3,83%) Technologies, news today caused a temporary daily rise of almost 60%. The portfolio is now up 273%. A good half has now been realized as profit and the cash position increased to 5.5%.

$AEHR (+0,6%) Test Systems presented a mixed picture in its quarterly results - profits well above expectations and sales below expectations - ultimately leaving the market with losses of -17%.

$3350 (-3,33%) does not get off the ground. The treasury company continues to aggressively accumulate to a total of 30823 BTC, but at the same time dilutes the share price. The gap between the market cap and the Nav has narrowed significantly. We can remain curious ;-)

Let's hope for a good and less stormy year-end rally, I look forward to further exchanges and suggestions

$BTQ (-3,83%) out. Short and sweet 😂

Just under 1 week holding period

$BTQ (-3,83%)

The money has to keep working somehow 😂