After enjoying a return of over 10% in August, September looks a little leaner.

The reason for this was #fomo

More precisely, the investment in two warrants, 15x long $AMZN (+0,32%) and 10x long #micron at very unfavorable times. I was plagued by the feeling that I was going to miss the boat. As a result, I lost almost 2.5% of my portfolio value.

And I also suffered other losses $SRL (+6,48%) (-19%), $3350 (+3,26%) (-22%) and $PFSE (-2,06%) (-22%).

However, the positive side of the coin should not go unmentioned:

+55% for $OPEN (+1,09%) , +45% for $BITF (+1,36%) , +55% for $AVGO (+0,48%) and I was pleased with 11% for $4GLD (+0,41%) (my largest position).

What do I learn from this? Well, probably less than I should (!?). I'm not putting my hand in the fire that I won't encounter such events in the future. But I will at least try to act less impulsively. After all, impulsiveness has already brought me a few gold pieces :)

Let's see what the #uptober has in store for me. I'm curious.

$MSFT (-0,27%)

$GOOGL (-0,7%)

$AMZN (+0,32%)

$AMZN (+0,32%)
@yngfinn

SEATTLE (dpa-AFX) - Amazon (AMZN) has announced the launch of Amazon Grocery, a new private label for high-quality groceries. The new private label combines the Amazon Fresh and Happy Belly brands into a unified grocery collection. The range includes everything from milk and olive oil to fresh fruit and vegetables, meat and seafood, with most products priced under 5 US dollars. Amazon Grocery products are now available online at Amazon.com and Amazon Fresh online, as well as in stores across the country.

Jason Buechel, vice president of Amazon Worldwide Grocery Stores and CEO of Whole Foods Market, said, "At a time when consumers are especially price-conscious, Amazon Grocery offers more than 1,000 high-quality grocery items across all categories that don't compromise on quality or taste - from fresh foods to delicious snacks to pantry items - all at low, competitive prices that help customers save on their grocery budgets."

Copyright(c) 2025 RTTNews.com. All rights reserved .

Copyright RTT News/dpa-AFX

© 2025 AFX News

https://www.finanznachrichten.de/nachrichten-2025-10/66590239-amazon-unveils-amazon-grocery-with-more-than-1-000-grocery-items-across-all-categories-020.htm

Today I have completely separated myself from my $AMZN (+0,32%) position today. The reasons for my decision:

○ Disappointing price performance YtD, especially in comparison with other Mag7 stocks

○ Nice price performance of approx. 40% since initial purchase in January 2024

○ No significant AI models and intentions recognizable. Could only become interesting for me again with the advent of humanoid robots

○ Reduction of duplication in the portfolio, as I am working with $MELI (+0,24%) & $9988 (+0,41%) in eCommerce and with $GOOGL (-0,7%) & $9988 (+0,41%) in the cloud sector to other stocks in the portfolio.

I will invest the freed-up capital in Hopfengold at the Oktoberfest in Munich at the weekend. The (hopefully) remaining amount will then flow into the $EQQQ. (-0,12%)

Good evening everyone,

I now have the plan to take a total of 5 shares, as each additional share would mean higher diversification, which would most likely lead to lower returns.

Current portfolio idea:

Nvidia $NVDA (+0,26%) 20%

• High demand due to AI

Amazon $AMZN (+0,32%) 20%

• Christmas business and growth in the cloud segment

Palantir $PLTR (-0,55%) 15%

• High demand due to AI data solutions and strong government orders

Coinbase $COIN (-0,45%) 15%

• Hope for a crypto bull run

Micron Technology $MU (+0,66%) 15%

• HBM and memory chips for AI servers (benefits from AI hype)

And the remaining 15% to buy/rebalance when a stock is down 5% or more.

I realize that many of these stocks are already very expensive, but who says that the hype is over right now?

I think the hype can definitely go on for the next 4 months and who knows what else is coming with AI etc.

It's about getting as much potential return as possible, so I have to take a high risk.

I am open to tips and criticism and am still thinking back and forth about what can be changed.

I look forward to your opinions.

$AMZN (+0,32%)

📅 Tuesday, 30.09.2025 - 16:00 CEST, New York

Amazon invites you to its biggest hardware event for almost two years. New devices from the following areas are expected Echo, Kindle and Fire TVall with a focus on the new Alexa Plus AI.

🔑 What to expect:

- New Echo speakers & possibly Echo Show with Alexa+ integration

- Kindle with color display & pen support ("stroke of a pen") under discussion

- Updates for Fire TV (possibly new sticks or smart TVs)

- Smart home updates (Ring, Eero) not ruled out

- First major appearance of Panos Panay (former Microsoft Surface boss) as head of hardware at Amazon

👉 For Amazon, it's about showing that Alexa+ remains relevant in the age of AI - and that devices are moving back to the center of digital life.

⚡ Expected to be the biggest Amazon event for years - just in time for Prime Day.

I added Amazon to my portfolio a few days ago.

Of course, it's a classic that the share can be bought for less money shortly afterwards📉.

Hello everyone,

I am 20 years old, currently have a custody account of around CHF 37,000 with IBKR and save around CHF 600 per month.

My current statement:

• ETFs: $IWDA (-0,05%) (MSCI World), $IUIT (-0,21%) (S&P 500 IT), $IGLN (+0,25%) (Gold)
• Individual stocks: $NVDA (+0,26%) , $GOOGL (-0,7%) , $BRK.B (-0,3%) $IBKR, $RHM (+0,87%)
• 
  Cash: almost nothing

Considering:

• Selling some SWDA and also reducing some gold.
• With the capital freed up, invest more in S&P 500 / Nasdaq or in individual stocks ($MSFT (-0,27%) , $META (+0,15%) , $AMZN (+0,32%) , $NOVO B (-0,05%) ).
• Possibly also $BTC (-0,07%) slightly for more "risk-on".

My thoughts:

• MSCI World is too broad and too heavy in Europe/Japan for me, I see more long term return in the S&P 500.
• Gold is okay for safety, but maybe I don't need 10% at 20 years.
• I want more growth / oomph, I am also prepared to endure short-term fluctuations.

👉 Questions for you:

• Would you cut SWDA and weight S&P 500 / Nasdaq more instead?
• Reduce gold and increase tech or EM instead?
• Is it worth adding to Bitcoin or growth stocks like Novo Nordisk at my age in order to achieve even higher returns in the long term?
• Or would it be better to leave everything as it is and just optimize via the savings rate?

Thank you for your feedback 🚀