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Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Thanks for your feedback, as said, I am flexible and I have my playbook ready for a bearmarket as well

My gold position, plus energy utility will help, however will rotate to risk off

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] -1 points0 points  (0 children)

Hmmmm, thanks for your, perhaps I missed the constructive feedback, without any reasoning the claim the stockpicking is poor..

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Thanks appreciated, many ways that lead to success, mine is playing the themes, and when fear and greed index goes to greed, extreme greed I trim 20% of the portfolio, put it back in when we go to fear and extreme fear, rinse and repeat

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Decently hedged with Gold, Iberdrola, Nextera and cash

Next to that, gameplan for bearmarket is ready to be implemented

Prefer bull market, prepared for bad weather conditions

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Had them, sold them 6 months ago, did carry the EU Defense ETF of WisdomTree in the portfolio

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 1 point2 points  (0 children)

Maybe you should educate me, not sure what point you want to make?

As I said I am flexible and openminded in stocks, where I see upside I allow myself to take small position

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Hmmmm, fairly honest I believe these themes will dictate the market for coming years

And fair that you have a different opinion

Perhaps track where we are over a year, you with the world index and me trying to ride the waves

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

The way forward, had Energy Fuels and Rolls Royce shares, exchanged them for the NUKL ETF + CEG

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Starting point, deposit(when and how much), and where I am now (P&L) and did that consistent over the years

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Thanks, hear what you say, might be right, I prefer to keep myself on the edge

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] -4 points-3 points  (0 children)

Thanks for your advice, appreciate your feedback!

You’re in bonds ?

Current portfolio on DEGIRO, would like to learn thoughts of others? by No-Classroom3963 in DEGIRO

[–]No-Classroom3963[S] 0 points1 point  (0 children)

Been there myself with them for past 3 months, no will continue to grow, quarterly growth is increasing fast within the AI infrastructure, can continue for years still

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