I have decided to sell my $KER (-2,73%) -shares. The position has been clearly in the red for some time and I am no longer convinced by the fundamental development. The problems at Gucci in particular are weighing on the outlook and make $KER (-2,73%) currently more of a risky turnaround bet. Instead of tying up capital in an unclear recovery, I would like to deploy it more efficiently. My focus is now on stocks with more stable fundamentals and better prospects: value and dividend stocks such as $ALV (-0,96%) or $ZURN (+0,74%) as well as growth stocks in areas such as cloud, cybersecurity or AI, such as $CRWD (+2,77%) . A global ETF such as $VWRL (-1,24%) remains interesting for broad hedging.
đ What would you invest the freed-up capital in?
