Monthly performance: -3.94 %
S&P 500 and the DAX underperformed.
Software is currently being punished very heavily and I am really well invested in this area. 😅You can see that in my performance.
However, I am still bullish on my invested assets.
With $DOCU (+1,2%) I'm no longer quite so sure, however, as my thesis has changed somewhat. I'm considering whether I might also exit with a loss if I no longer see a clear turnaround.
I am investing with a long-term horizon and deliberately higher volatility. If you want to beat the market, you have to be able to withstand fluctuations. 😎
