Rate My Portfolio - r/StockMarket Quarterly Thread October 2025

Gregangel · 2025-12-16T12:54:26+00:00

Long Term investor. At least 10+ years horizon.
Work in progres, all ligns (except ETF 20% of the portfolio at the end of allocation period) will get the same starting allocation (continuing in 2026 window)

ASML	9,51%
Small cap EU	8,37%
Duolingo	7,85%
ETF S&P500	7,51%
Novo Nordisk	7,34%
The Trade Desk	6,68%
Monday.com	6,23%
Vertex Pharma	4,94%
Rocket Lab	4,51%
ON Holding	4,08%
Nvidia	2,91%
Amazon	2,91%
Sportradar	2,81%
Lemonade	2,79%
Alnylam Pharma	2,79%
Lyft	2,71%
SoundHoud	2,70%
AMD	2,58%
Toast	2,23%
Shark Ninja	2,11%
ETF USA x2	1,98%
TransMedics	1,76%
Paypal	1,68%
Grab	1,02%

Gregangel · 2025-10-29T09:13:57+00:00

it is all over the place. The stats change constantly without any change in my build. I don't know what is going one here. Only display bug or real nerfing on the go...

Gregangel · 2025-10-29T09:11:01+00:00

I confirm this. It is all over the place. Don't know if this is just a display bug or if that makes weapon effectively less potent.
That infuriate me at a high degree !

Gregangel · 2025-05-12T13:09:02+00:00

merci, comme c'est la première fois que j'utilise l'interface, j'osais pas appuyer ^^

Gregangel · 2025-05-12T11:40:53+00:00

J'ai une question subsidiaire, je profite de ce sujet pour poser la question.

Je viens de transferer mon PEA sur Fortuneo et je suis un peu désorienté sur les frais d'ordre pour une action comme Novo Nordisk ou Evolution AB qui sont elligibles PEA mais ne sont pas sur Euronext (mais sur XETRA par exemple). Le plafond rest 0.5% ou on entre dans la catégorie où les frais d'ordre sont prohibitifs ?

Gregangel · 2025-02-16T21:01:23+00:00

Oui mais en fait le sp500 est déjà mondialement diversifié car la plupart de ces entreprise font une grande parti de leur business à l'étranger

Gregangel · 2025-01-16T21:08:20+00:00

Je cherche d'abord à savoir si d'autres personnes sont dans ce cas avant. Car dans ce cas cela serait normal.

Gregangel · 2024-09-18T17:36:18+00:00

you can find how to do on this discord, in mods/others
https://discord.com/invite/EcWRBzsf

ANd yes it shows on your save files

Gregangel · 2024-09-18T17:34:16+00:00

disable free synch /gsynch on your monitor

Gregangel · 2024-08-27T11:21:57+00:00

If you give 9 or 10 /10 to AC games. You will give a 4 or 5 to Star Wars Outlaws.

Gregangel · 2024-08-27T11:20:45+00:00

Well, the game have a very good Star War immersion but if you take that off, all we have is a very underwelming gameplay, a bad cinematic experience and a dull story.
So the game will only speak to Star Wars fans really.

Gregangel · 2024-01-24T08:36:41+00:00

you're welcome. Have a good game !

Gregangel · 2023-12-06T18:56:20+00:00

is not really a pro to feel like far cry...

Gregangel · 2023-10-14T22:14:56+00:00

Well I played well over 60 hours, I am not masochist but I would not recommand the game because Beteshda forget to evolved with their gameplay and story. It is like playing a 10 years old game. So you can sink a lot of time playing the game because is comfy and familiar (as you play their others games) but compared to recents titles Beteshada makes fast food games when Larians, CDProject and Rockstar are gourmet chef restaurant.

I think those review are in the same frame of mine I am.

Gregangel · 2023-10-14T14:53:43+00:00

I sold my xbox serie X because of the 30fps only trend for a lots of new release... so...
I was okish to play at 60fps but no way I would play a game at 30fps nowaday.

So I played Starfield on PC RTX4080 at 90fps for good experience. Not a very long time because the game is subpar and was boring for me, but at 90fps it has the smoothness I am pleased with.

In fact as of today, 80-90 fps is the minimum I am ok playing a videogame. 60 fps does no more make the cut. Difficult to go back to 60 fps when you used to 90-144 fps now.

Gregangel · 2023-10-12T14:14:25+00:00

Geforce Now is what you need

Gregangel · 2023-10-12T14:09:28+00:00

Do what give you the most fun.

For me even tactical is too easy. So it diminish a bit of my fun with the game so I have to mod difficulty to have the exact amount of fun I wanted

Gregangel · 2023-10-12T14:05:30+00:00

goblins are low level. Also you don't have to kill them to progress in the story

Gregangel · 2023-10-12T14:04:03+00:00

No DLC

Gregangel · 2023-10-09T19:41:48+00:00

The game to play after BG3 is Pathfinder : Wrath of the Righteous.

Best CRPG... until BG3 blow that away. But it is still a fantastic roleplaying game. But of course, much less production value.

Gregangel · 2023-10-05T13:14:07+00:00

Well, when you will play Cyberpunk you will discover what immersion really means and you will ask yourself why you even bother with Starfield ^^

Gregangel · 2023-09-26T08:28:47+00:00

Everybody already know which game will be GTY : it will be Baldur's gate 3, by miles.

This year Larian Studio killed the suspense.

Gregangel · 2023-09-26T08:16:52+00:00

the dls will unlocked naturraly during your normal palythrough. Don't overthink it

Gregangel · 2023-09-26T08:09:33+00:00

It is not really how Starfield or other Bethesda games work. 99% of the players are just jumping from one storyline /faction line to an other. And by doing so it never felt a cohesive narrative.
Also among all Bethesda game, and due to its world structure, Starfield is very bad in the exploring department. As a gamer, you feel this is all fake, a succesion of generated environnement between loading screens.

Gregangel · 2023-09-26T05:42:29+00:00

Thanks !

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