Hello,

I have recently sold some individual shares again to take profits.

My portfolio has changed somewhat as a result, particularly in terms of individual stocks. Among other things, there are now some stocks with small amounts, which I will increase again.

Unfortunately, I still have a few skeletons in my closet that I can't get rid of.

For example $PARRO (-0,11%) or $3NGL (-6,29%)

Shares like $BNTX (+0,69%) I unfortunately bought too high.

What would you recommend? Wait until I get out without a loss or continue investing to compensate for the loss with an increase in value?

I am currently rebuilding the portfolio. Should I add shares from other sectors or continue to follow the trend? $RHM (-0,86%)
$NVDA (+1,6%)
$Google

In my opinion, you can diversify at these levels:

Local (by headquarters, by turnover)

By currency

By industry

By company size (influences volatility)

I try to have as little overlap as possible in several areas in order to keep my portfolio robust.

Example:

$DRO (-2,13%) and $PARRO (-0,11%) : Similar industry, so both are driven by the same news, but have different locations and currencies.

$CACI (-0,6%) Also has some correlation with the two, but is mainly dependent on the movements of the US military.

$8001 (+0,6%) As a boring anchor

$SL (+0,8%) As a "real" luxury play to profit from rising inequality and to have more euro/Italy in the portfolio.

$GRE (-2,07%) Because I see great potential in Greece, see old post

I see $PARRO (-0,11%) as they are French and the French government is therefore interested in them getting EU contracts to strengthen their domestic defense industry.

I also find the following very interesting $PNG (-2,47%)

$PARRO (-0,11%)

DroneSense, a leading provider of drone software for public safety, and Parrot, Europe's leading commercial micro UAV company, today announced a strategic partnership as part of the launch of the Parrot ANAFI UKR GOV micro UAV at the Paris Air Show 2025. This integrated solution provides a Blue UAS / NDAA compliant drone hardware and software platform specifically tailored for U.S. public safety agencies struggling with increased regulatory requirements and mission complexity.

By combining Parrot's proven ANAFI UKR GOV hardware with DroneSense's operationally proven software, the partnership is setting new standards in situational awareness, tactical coordination and drone first responder (DFR) readiness. DroneSense delivers the complete package - hardware, software and aftermarket service - directly to the authorities, ensuring rapid deployment, reliable support and uninterrupted operational capability.

The ANAFI UKR GOV drone offers encrypted communication over local radio and 4G/5G cellular networks. Its advanced navigation features enable precise flying even in environments without GNSS access. Using visual inertial odometry and AI-assisted geopositioning, position and speed are calculated in real time. The drone also has a LoRa backup radio for secure communication in case of connection loss or disruption.

The ANAFI UKR GOV is Blue UAS approved and NDAA compliant. At only 959 grams, it is ultra-portable and can take to the air in less than 120 seconds. Equipped with 35x zoom, 4K HDR video and FLIR Boson thermal imaging camera (640 x 512 pixels), the drone offers excellent mission coverage. Its advanced target detection and tracking capabilities enable autonomous object detection, identification and tracking with minimal pilot effort. The platform also offers remote antenna capabilities for tactical operations and open architecture integration via Parrot SDK 8.

The DroneSense software platform provides comprehensive situational awareness by combining video streaming, integrated mapping and sensor data. Its DFR-enabled capabilities support remote operations, including detect-and-avoid (DAA) technology and beyond visual line of sight (BVLOS) flights. The intuitive mission management interface enables rapid deployment, collaborative planning and multi-agency coordination. DroneSense's hardware-independent design ensures compatibility with various drone platforms, while its enterprise-grade cybersecurity infrastructure ensures compliance, data protection and privacy.

"Public safety agencies urgently need powerful and reliable drone hardware solutions for a variety of mission profiles," said Chris Eyhorn, CEO of DroneSense. "Together, we offer a compelling alternative - combining Parrot's advanced hardware with DroneSense's field-proven, hardware-agnostic platform."

"DroneSense's software platform perfectly complements the Parrot ANAFI UKR GOV micro UAV and significantly expands its capabilities for U.S. law enforcement agencies," added Chris Roberts, Senior Vice President and Chief Revenue Officer at Parrot Drones. "This integration sets a new standard for safe and effective drone operations and supports mission success in complex operational environments."

About DroneSense:

DroneSense provides industry-leading software solutions that enable agencies to leverage drone technology for tactical operations, situational awareness and drone-as-first-responder (DFR) programs. The hardware-independent platform supports first responders with real-time information, optimized workflows and comprehensive mission support. Learn more at www.dronesense.com.

About Parrot:

Parrot is Europe's leading group in the field of professional micro UAVs and 3D mapping solutions. The group designs, develops and markets a comprehensive range of high-performance micro UAVs and photogrammetry software to meet the operational and analytical needs of security forces, industrial operators and government agencies worldwide. Parrot was founded in 1994 by Henri Seydoux, Chairman of the Board, CEO and majority shareholder. It is headquartered in Paris and has production facilities in the USA and South Korea. Parrot employs over 400 people and serves customers in over 50 countries. Parrot is listed on Euronext Paris (FR0004038263 - PARRO). Find out more at www.parrot.com and www.pix4d.com.

https://www.finanznachrichten.de/nachrichten-2025-06/65675838-correction-from-source-dronesense-and-parrot-launch-secure-ndaa-compliant-drone-solutions-for-u-s-public-safety-200.htm

$ALDR (+3,48%)

Swarms of nanodrones can greatly increase the efficiency of agriculture. Researchers are certain that they can spray and fertilize independently when they detect a need and much more.

Sat., May 31, 2025, 3:47 p.m.

Unprecedented growth

The global market for agricultural nanodrones is growing rapidly. Forecasts predict an average annual growth rate of 35% over the next decade. Governments and private investors are increasingly investing in this groundbreaking technology and driving progress in research, development and deployment.

Agricultural countries such as India, Brazil and the countries of sub-Saharan Africa are actively using nanodrones. The market for small and nano drones is expected to reach USD 10.4 billion by 2030, growing at a compound annual growth rate of 8.6% from 2023. The focus here is on agriculture and disaster management.

Political recommendations also advocate subsidies and incentives to encourage small farmers to use drone technology.

Nanodrones make agriculture much more efficient

Research shows that the use of nanodrones has helped to optimize efficiency in agriculture. The Robotic Eagle-Micro Drone, for example, shows the potential of bio-inspired nanodrones in tackling agricultural problems such as pollinator decline and crop monitoring.

Nanocopters, or small helicopter-like drones, can also be used to stimulate pollination and increase productivity.

Examples: Monitor, detect, treat

The seamless integration of nanodrones into sensor networks has proven its worth in large-scale agricultural monitoring. It improves crop yields and reduces the use of chemical pesticides at the same time.

As these drones detect plant diseases before visible symptoms appear, they prevent large-scale crop losses and thus ensure food security even in regions affected by unpredictable climate changes.

Newer nanodrones offer innovative solutions that increase efficiency while reducing operating costs and environmental impact. For example, nanodrones such as AgroFly are designed for high-precision pesticide application, minimizing drift and ensuring optimal crop protection without excessive exposure to the product.

Another system called AgroWings is designed for large-scale monitoring and is equipped with AI-powered sensors that analyze soil conditions, detect nutrient deficiencies and provide real-time feedback to farmers.

Robotic Eagle uses advanced imaging technologies to detect early signs of disease, pest infestation and water stress to intervene in time and prevent large-scale crop failure.

Nano drones in agriculture are a growing trend. There are various companies that specialize in drones for agriculture and whose shares are traded on the stock exchange, such as Drone Destination or ZenaTech. There are also companies that manufacture drones in general, such as DJI or Parrot, whose shares can also be found on the stock exchange.

Drone Destination:

This company is a major player in the agricultural drone market and recently completed a successful IPO.

Drone Destination Limited is an India-based drone as a service (DaaS) and training company. The company is engaged in trading, operating, manufacturing, repairing, leasing and training for various types of drones including Multirotor, Fixed Wing, Hybrid UAV, e-VTOL, UAS, SUAV, RPV, RPAS, UWV, UGV and others. The company is a licensee of the General Directorate of Civil Aviation.

ZenaTech: $ZENA (+3,09%)

This company specializes in AI-powered drone solutions that can also be used in agriculture.

https://www.boerse.de/nachrichten/IRW-News-ZenaTech-Inc-ZenaTech-erweitert-Standort-in-Irland-und-bietet-Drone-as-a-Service-DaaS-einschliesslich-Praezisionslandwirtschaft-fuer-den-europaeischen-Markt-an-der-jaehrlich-um-28-6-Prozent/37359600

https://www.finanznachrichten.de/nachrichten-2025-05/65438772-zenatech-ungebremstes-wachstum-ki-drohnen-werden-immer-beliebter-248.htm

DJI and Parrot: $PARRO (-0,11%)

These companies are leading manufacturers of drones that can also be used in agriculture.

Joby Aviation: $JOBY

A company that focuses on the development of air cab drones that can also be used in agriculture.

Northrop Grumman: $NOC (-1,04%)

A well-known defense manufacturer that also develops and offers drones for agriculture.

Teledyne Technologies: $TDY (-0,69%)

A company active in various fields, including agriculture and aviation, offering drone solutions.

Exail Technologies: $EXA (+1,62%)

A company that focuses on developing drone solutions for agriculture and other industries.

Autel Robotics: $688208

Another major manufacturer of civilian drones that also offers drones for agriculture.

$RCAT (+7,76%) Red Cat Holdings and its subsidiaries develop drones that can be used in various fields, including agriculture. For example, drones can be used to inspect fields, take aerial photographs and monitor crops.

Please note that investing in shares involves risks and that you should inform yourself thoroughly before investing.

https://www.topagrar.com/technik/news/wissenschaftler-sehen-in-gunstigen-nanodrohnen-schwarmen-die-zukunft-b-20014612.html

Very exciting company. The delivery of items such as parcels or food will certainly come in the medium term.