15H·

Allocation by Irish sale

The idea of further diversifying my portfolio had solidified somewhat in recent weeks. $IREN (-9,15%) I left it at my self-imposed partial sell target of EUR 55 and started to build up the first positions on Friday. I am sticking to my target of investing around EUR 5k in each position. $IREN (-9,15%) remains in the portfolio with 500 shares and will (probably) not be touched in the near future. $DEFI (-6,32%) Now also full with 5,500 shares.

19k liquidity left and will still be invested in top-ups + new shares.

Individual shares are now:

$IREN (-9,15%)

$RACE (-3,78%)

$DSFIR (-1,65%) possibly increase

$MUM (-0,32%) possibly increase

$IOS (-3,84%)

$KSPI (-2,43%)

$FI (-3,61%)

$FSLR (-4,1%) Increase if necessary

$PYPL (-9,04%)

$CELH

$DEFI (-6,32%)

$UBER (-3,78%)

$NICE Increase if necessary

$ALCRB (-5,77%)

$INPST (-0,72%)

$6367 (-3,05%)


Does anyone else have an idea for a share, possibly also from the German-speaking region? The Asian region would also be very interesting, although I am looking a little at $1810 (-5,32%) look at.


vg and have a nice WE

Micha

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5 Comentários

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$GFT perhaps? Somewhat speculative yes.
$DTE is also relatively cheap at the moment, so it might be worth keeping an eye on it.
Otherwise the usual long-runners $MUV2 or $ALV
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@Hotte1909 Thank you very much, dear. $GFT I placed a buy order at EUR 17. I already had my eye on it at the time, but had little luck with profit reductions in the market segment (small caps) so far and was always too early $NA90. Insurance is a good tip. I don't think $TLX is bad either, but do another peer comparison.
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@Hotte1909 $ACN and I also find $KKR quite interesting.
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@Michey777 Yes, small caps always entail risk. I'm still invested in $P4O. If there's a bit of volume on the market, things will get wild 😉 I recently saw something on YouTube about Accenture that was definitely interesting. They're pretty much at their low for the year right now. I haven't had time to do a detailed analysis yet but it's on my watchlist.
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For DE $DTE and Asia $3750
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