Does anyone know why the share price is plummeting? I couldn't find any news about it on the Internet and $NU (-6,44%) has its main business in South America. Or simply because it is a bank?

$NU (-6,44%)

Hello my dears,

Since some of you are here at NU, here is an analysis by Martin Görsch.

https://youtu.be/ejqyUlH5ZOg?si=zNsVcqvceDOsI2X_

$ASML $NU (-6,44%) they are almost "through the roof" today 🤣

Hello everyone,

I have looked at the stocks in my portfolio with my new but still incomplete knowledge of fundamental analysis and am of the opinion that some stocks are heavily overvalued.

Perhaps they will fall back to their fundamental value soon or at some point?

Yes, actually this is bound to happen in the long term.

So I'm wondering whether I should sell now and invest the capital in fundamentally favorable stocks or in my ETFs?

I also find it interesting that some stocks were already overvalued when I bought them and some only became overvalued later.

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In my opinion, some of the stocks in my portfolio are overvalued:

(not exhaustive)

Palantir $PLTR (-11,65%)

Ferrari $RACE (-3,06%)

Rheinmetall $RHM (-10,98%)

Agree Realty $ADC (-2,24%)

visas $V (-6,9%)

Hermes $RMS (-4,6%)

Microsoft $MSFT (-2,36%)

Nu 😅 $NU (-6,44%)

Asml $ASML (-2,09%)

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On the other hand, I think they are favorably valued at the moment:

(some are not really cheap, but maybe worth buying)

Amazon $AMZN (-3,47%)

Abc $GOOGL (-2,74%)

Sofi $SOFI (-9,67%)

Lockheed Martin $LMT (-3,69%)

Berkshire $BRK.B (-6,3%)

Caterpillar $CAT (-4,89%)

Occidental Petroleum $OXY (-7,71%)

Rio Tinto $RIO (-6,32%)

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I think I probably wouldn't regret it if I just sold everything and put it in the $HMWO (-5,73%) and put it in the But I enjoy individual shares and the risk is limited. Still, I would like to know how you read valuations and translate them into action decisions and what you think about my specific situation and would possibly act.

I have my eye on;

$GOOGL (-2,74%)

$NKE (+3,05%)

$SOFI (-9,67%) (Although I would expect it to reach $8-$9).

$NU (-6,44%) (I would expect a bigger drop as well).

Any others being punished by the market current? 📈⬇️📉

Aloha

I bought a single share last year $RHM (-10,98%) and it is up. Is this plus justified? I think it will fall again, back to 7-800 euros. Now you could say: take out the stake, let profits continue to run, that would also work, because I hold the share with Neo Broker and can also have fractions there, but somehow it's very stupid to only have half or thirds of a share in the portfolio. Or?

Currently I would bake in ETF if I realize profit. Or hold? but not that this makes the same end of $TSLA (-9,97%)
$HIMS (-7,52%)
$NU (-6,44%) and similar. all with regression to the mean

$HIMS (-7,52%)

$PYPL (-4,25%)

$NKE (+3,05%)

$NOVO B (-6,66%)

$NU (-6,44%)

The free fall of these shares continues. How many buyers will continue to fall 🔪 ?

How much money will continue to be burned 🔥 ?

Perhaps faith and hope is not a good indicator on the stock market after all 😕

Very slowly you can start thinking about collecting solid shares 🤑

$NU (-6,44%)

BRAZIL / MUNICH (IT BOLTWISE) - Nubank, a Brazilian bank backed by Berkshire Hathaway, has added four new altcoins to its crypto offering. This development underscores the growing importance of digital assets in the Latin American financial landscape.

Nubank, one of the leading digital banks in Latin America, has recently added four new altcoins to its crypto portfolio. This decision comes at a time when the demand for cryptocurrencies in the region is steadily growing. The newly added digital currencies are Cardano (ADA), Near Protocol (NEAR), Cosmos (ATOM) and Algorand (ALGO). This expansion aims to provide Nubank's 100 million customers in Brazil with a wider choice of digital assets.

Nubank's decision to expand its crypto offering is a strategic move to remain relevant in an increasingly competitive market. The bank, which is backed by Warren Buffett's Berkshire Hathaway, has made significant investments in the digital asset space in recent years. In 2021, Berkshire Hathaway invested $500 million in Nubank's Series G funding round, followed by a further $1 billion. These investments underline the confidence in Nubank's ability to grow in the digital finance sector.

Brazil, as the largest economy in Latin America, has experienced strong growth in the cryptocurrency sector in recent years. Stablecoins currently account for 90% of all crypto transactions in the country. This development shows that digital currencies are increasingly seen as an alternative to traditional financial instruments. In 2024, Brazil led the trading volume in Latin America with USD 6 billion, which underlines the importance of the market.

The launch of new altcoins by Nubank comes in an environment where other major players are also expanding their presence in the Brazilian crypto market. In January 2025, Binance became the first crypto exchange to receive a broker-dealer license in Brazil. The British fintech company Revolut has also recently entered the Brazilian market, further intensifying competition.

The expansion of Nubank's crypto offering could also be seen as a response to the growing acceptance of cryptocurrencies in the region. Brazilian lawmakers are currently considering allowing salary payments in Bitcoin, which could further boost the acceptance of digital currencies. These developments could lead to a greater integration of cryptocurrencies into the everyday lives of Brazilians in the long term.

Overall, Nubank's decision to expand its crypto portfolio demonstrates the potential and challenges associated with integrating digital assets into traditional financial systems. As the bank continues to invest in the crypto sector, it remains to be seen how the market will evolve in the coming years and what role Nubank will play in it.

https://www.it-boltwise.de/nubank-erweitert-krypto-angebot-mit-neuen-altcoins.html

Hello everyone,

I wanted to get your opinions and criticism regarding my portfolio.

Briefly about me: I am 19 years old, graduated from high school in the summer, then did two internships, one at a management consultancy and the other at a law firm. I then worked as a ski instructor from December to mid-March. I am also starting university in April.

My strategy: a mix of shares with growth potential (see $VUL (-7,54%)
$NU (-6,44%) or $HIMS (-7,52%) ) and dividend stocks (see $D05 (-5,73%)
$BAS (-5%) or $8001 (-3,05%) )

The core should consist of the three ETFs in the portfolio. I am currently in the process of bringing the China ETF to €1,000 of paid-in capital. I have no plans to invest in the S&P 500 and MSCI World in the near future.

During my school days, I did some reselling in addition to mini-jobs, which enabled me to build up my portfolio. I started investing in November 2021.

Please let me know your thoughts and criticisms in the comments!

Actually, I didn't want to increase the NU at all - but now it's been thrown at me... ^^

Will be sold again as a short call and premiums earned in the meantime. Not sure yet about strike and maturity. Possibly 15s in June. Could live with 36% profit on the selling price and the premium would be around 2% over 3Mte... Schauma mal!