4D·

Happy Easter to you all

Since dear @SAUgut77 nominated me, here are my #grüneostern .

YTD is a small minus of 1.5%, in TTWROR even a small plus of 0.5%.

I slimmed down my portfolio quite a bit in the first few months of 2025 and the "crash" came in quite handy, even if I was very cautious.

I'm still staying away from big tech and somehow even the sale doesn't make the stocks palatable to me.

What I find really interesting at the moment $WPM (-0,07%) and other gold royalty companies. But also $BN (+1,08%) smiles at me.

Otherwise, I'm looking forward to the $PM (+0,52%) earnings (of course I'll have a great post about that)

So I'm completely satisfied.

I think most people have already been nominated and to be honest I can only think of the @ of @RealMichaelScott comes to mind

7 Comentários

$PI1A has developed well. I really like it. Happy Easter $PNP

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@Tenbagger2024 Happy Easter to them too. As soon as they come down again, I'll buy more. For example, they didn't move down at all in the "crash".

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@TaxesAreTheft
Yes, it's a pity I didn't get in. I had just bought US stocks due to the valuations. Which then fell further

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@Tenbagger2024 There will still be an opportunity to get in. You're just not in it

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@Tenbagger2024 $JDG is also quite interesting, Mini danaher

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@TaxesAreTheft
Looks interesting. But YTD -27%, are they very US-heavy? Or what was the reason?

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@Tenbagger2024 As far as I know, similar problems as danaher. The earnings were COVID infaled.

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