July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (+11,25%)

$KSPI (+0,47%)

$NICE (-0,87%)

$ALCRB (+1,72%)

$DSFIR (+0,56%)

$CELH

$PYPL (+0,12%)

let's see what happens :) I wish you all continued success with your investments.

$NICE I have now added it to my portfolio for the first time. The trigger for me was the takeover of the German AI start-up Cognigy. Afterwards, I went through the Bloomberg analysts and was impressed by the company's market position. A long-term investment for me. Looking forward to any practical reports :)