$EL (-0,05%)
$TEM (-1,81%)
$VRTX (+0,19%)
$AAPL (+0,11%)
$PLTR (-1,91%)
$ON (-2,49%)
$ZAL (+4,22%)
$BAYN (+3,03%)
$DOCN (-1,7%)
$SHOP (-1,73%)
$RACE (-0,26%)
$PFE (+0,74%)
$PS (+1,29%)
$DUOL
$SMCI (-3,01%)
$CPNG (-1,53%)
$BMW (+1,85%)
$NOVO B (-0,76%)
$UBER (+0,86%)
$CVS (-0,1%)
$DDOG (-1,77%)
$MCD (+0,95%)
$FSLY (+1,38%)
$HUBS (-2,96%)
$ELF (+0,09%)
$QCOM (-5,34%)
$ARM (-2,67%)
$SNAP (-2,27%)
$APP (+0,28%)
$MELI (-5,24%)
$FIG (+3,61%)
$SHL (-0,29%)
$DHL (-0,69%)
$RHM (-12,18%)
$LMND (-0,55%)
$OSCR (-0,82%)
$LYFT (-1,05%)
$DBX (-0,79%)
$ABNB (-0,55%)
$NET (-2,12%)
$TEAM (-0,12%)
$LITE (-4,17%)
$IREN (-4,98%)
$OKLO
$MRNA (-0,63%)
$UAA (-1,65%)
Lemonade
Price
Discussão sobre LMND
Postos
75Quarterly Results Nov. 2–Nov. 6, 26
Portfolio Update
My three largest holdings are $NBIS (-4,73%) (~10%), $PGY (~9%) and $MU (-3,71%) (~9%), together about 28% of the portfolio.
What’s working: the AI infrastructure names. Micron, $AMD (-3,37%) and $2330 are doing most of the heavy lifting. Pagaya is my best performer in the fintech bucket.
What’s not:
$9868 (+3,49%) (−43%), $FOUR (−26%), $LMND (-0,55%) (−20%), $NOVO B (-0,76%) (−18%) and $BETR (−16%). Together they are about a quarter of the portfolio. PLAN: Stay patient with the cash and watch the recent tech dip for entry points. What you think about my portfolio?
Your thoughts on the potential portfolio
I’m 18, taking my high school graduation exams, have a long-term investment horizon, and am willing to take on a higher level of risk. With Claude’s help, I’ve put together a potential portfolio where I’d like to invest my money, since I’ve saved about 4,500€ through my job and other sources.
Component 1: The ETF Savings Plan as a Foundation
For some time now, I’ve been contributing €120 per month to a FTSE All World ETF and have already built up a base of €720 in it.
• Existing positions:
Microsoft (€515, +28%)
Amazon (€260, +30%) -> considering selling
Sofi Technologies (€245, -2.5%)
HubSpot (€188, -6.4%)
Lemonade (€170, -16%)
Building Block 2: The New Growth Portfolio (€4,500)
For my growth portfolio, I’m deliberately **not** investing €4,500 in other well-known mega-caps that haven’t yet been fully priced in by everyone:
I’m always open to suggestions for improvement and feedback😄
The ETF savings plan remains the actual foundation of my wealth-building strategy—everything else is a deliberately riskier supplement on top of that, not the other way around.

Snagged it before the market opened!
I just bought some shares in the U.S. right before the market opened, and the sell-off prices were at $LMND (-0,55%) and $VRT (-3,97%) to add to my position. At $VRT (-3,97%) it’s already paid off so far, up 5% in an hour.
Reallocation
Hello,
I signed up $LMND (-0,55%) ubd $HOOD (-1,38%) . The stop was triggered yesterday.
Today, with this capital $MCD (+0,95%) and $PNG (+0%) bought more.
$HEI (+3,56%) They’ve made it back into my portfolio after being on the watchlist for a long time.
What do you think?
Quarterly Results: July 27–July 31, 26
$MC (+1,22%)
$MBG (+1,65%)
$ULVR (+1,11%)
$PYPL (-0,24%)
$NBIS (-4,73%)
$SPGI (+0,6%)
$UPS (+0,1%)
$KO (+0,76%)
$GLW (-3,77%)
$BA (+0,27%)
$KER (+0,06%)
$ENPH (-1,65%)
$NXPI (-0,92%)
$STX (-4,5%)
$BE (-5,76%)
$V (+0,43%)
$MDLZ (+0,3%)
$000660
$P911 (+1,52%)
$BN (+1,23%)
$RMS (+0,69%)
$BAS (+1,62%)
$AG1 (+7,25%)
$LMND (-0,55%)
$SOFI (-0,55%)
$NDX1 (+2%)
$TER (-4,51%)
$GD (+0,15%)
$APH (-1,74%)
$AIR (+0,86%)
$SBUX (-0,33%)
$CMG (+0,32%)
$META (-0,04%)
$FTNT (-1,11%)
$QCOM (-5,34%)
$LRCX (-4,35%)
$HOOD (-1,38%)
$ARM (-2,67%)
$MSFT (+0,22%)
$CVNA (+0,52%)
$005930
$SU (-0,42%)
$INGA (+0,37%)
$OR (+1,51%)
$BMW (+1,85%)
$BATS (+0,39%)
$MA (+0,45%)
$ADS (+2,79%)
$SHEL (-0,43%)
$RACE (-0,26%)
$RDDT (-1,37%)
$TEM (-1,81%)
$COIN (-0,73%)
$AAPL (+0,11%)
$AMZN (+1,01%)
$CCO (+0%)
$LIN (+0,24%)
$ABBV (+1,02%)
$PUM (+3,15%)
$HAG (-2,46%)
$XOM (+0,34%)
$CVX (+0,23%)
Damn
$LMND (-0,55%) I'll just call it bad timing...😅🤣
Lemonade Sale / Restocking
Sale of $LMND (-0,55%) and reallocation to $TPRO (-2,46%)
I know that feeling all too well. 😂
Month in review May 2026
May was a good month with a return of +6.24%.
The YTD is with +6% finally back in the green. 📈
The winners in May are:
$RKLB (-2,03%) with a plus of almost 83% 📈
$IREN (-4,98%) with a plus of over 46% 📈
$ONDS (-1,06%) with an increase of over 40% 📈
Losers in May are:
$PNG (+0%) with a minus of over 2% 📉
$MDB (-1,55%) with a minus of almost 2% 📉
$ASML (-2%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-1,55%) , $ASML (-2%) , $SU (-0,42%) , $VSTM (+0,55%)
$CLBT (+0,32%)
Other values had to give way:
$LMND (-0,55%) , $OHB (-4,03%) , $ZTS (+0,13%) , $TEM (-1,81%) , $DR0 (-2,71%) , $MSFT (+0,22%)
A realignment of my strategy is planned from next month. The aim is to build up a core. This is currently still at a portfolio size of just under 54%. $4GLD (+1,47%) . This is to be left behind, instead the $ (-0,41%)VWRL (-0,41%) is to be saved with €20 per day.
In addition, I started my small AI project Velocity. More details on this in the last post.
2 community favorites, 2 directions today!
According to the figures $LMND (-0,55%) well.
On the other hand $SOFI (-0,55%) has ended its recovery for the time being.
Títulos em alta
Principais criadores desta semana
