Image 1 — Portfolio Bewertung 140k
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Portfolio Bewertung 140k

Vielleicht der falsche Sub, habe keine Hebel, Option oder der gleichen. Aber trotzdem dieses Jahr schon gute Gewinne realisiert. Das riskanteste waren 45k in Servicenow. Die Position habe ich mittlerweile aber auch schon um 7k reduziert.

Neben den Aktien habe ich 22k in bitcoin und 26k in Gold

Bin am überlegen langsam mehr in value zu rotieren

Vielleicht die bitcoin Position wieder zu erhöhen wenn die Bodenbildung komplett ist. Hatte die Hälfte meiner coins nahe des Tops verkauft
Und Silber mit reinzunehmen

Vorschläge für Verbesserungen?

u/MixDue6598 — 8 hours ago

27m 150k portfolio looking for recommendations

First of sorry if my English isn’t perfect. It’s not my native tongue.

My YTD performance including realized profits is at 18%. I do plan on reducing my NOW position, selling most of the smaller positions and slowly rotating more into value stocks. As my portfolio seems a bit too complicated.

Although I think software stocks still have potential, because they have performed relatively poorly compared to the overall market. I assume the AI ​​distribution concerns are unfounded, since companies like ServiceNow can benefit from AI if it is properly integrated and the fundamentals of the company seem solid.

I started investing in late 2020. The tech sell-off in 2022 caught me relatively off guard. So this time I rather rotate more into value before a correction.
My strategy so far has been mainly to focus on growth stocks and buy the dip in companies with long-term potential.

Besides the stocks I also have 20k in bitcoin and 26k in gold.

What changes would you make to the portfolio? And I would like to hold on to most of the software stock at least until next year or should I all ready reduce it significantly?

u/MixDue6598 — 3 days ago

Hair line placement regrets

I know I’ve posted a couple of times all ready, but I feel like I made a mistake for allowing a design without really thinking the impact of it through. I mean I wanted my temples filled and a bit lower hairline than before. But now it just looks like a line and doesn’t even reflect what I had when I was younger. Honestly it feels like I lost part of my identity. I think my mistake was trusting a surgeon to choose something that fits well without being able to identify with it myself. Well besides my self image shock is there a way that it could turn out like a harmonious design without being obviously artificial looking?

My main concerns are:
that it is way too straight
Hairline lowering throwing off natural proportions
Being placed almost on the frontal plane of the head
No irregularities
Aging badly as I get older

And what are the future repair options?

u/MixDue6598 — 24 days ago

3 weeks post op

The healing is going fine so far. But Im still not sure about the design. The clinic told me it’s going to be completely natural and proportionate to my face but I feel like it might be too aggressive. Mentally it’s hard not knowing how it’s going to turn out. Also the hairline lowering doesn’t make me feel like myself anymore when I look into the mirror. I at least hope it’s going to be aesthetically pleasing in the end

u/MixDue6598 — 27 days ago

hair line placement and progress update

So I guess I’m going to continue to post progress updates to see how it turns out from now on. Today I just got the scabs removed. I’m still not completely happy with the design. I did show them a picture of my juvenile hairline as a template and I feel like the design they did is too aggressive. Good thing is that they didn’t go lower as my widows peak was, but I feel like it would have been more natural if they would’ve done the line 1cm higher as my natural hairline included one even when I was very young. Still feeling a bit bad mentally but all I can do for now is to wait. Going for a haircut soon. Last picture was the before with Norwood 2

u/MixDue6598 — 1 month ago

Too low and straight?

Hi everyone, I had a hair transplant 12 days ago. Before going into it I didn’t had an exact plan about a design. I just knew and told them to lower it a bit while I still would like to have a 100% natural result and trusted the doctor to place it right. I do feel like they went to low and straight. After confronting the clinic they told me it’s probably just because I’m used to deep temples (I had a norwood 2 hairline before). And that it would be completely different and natural when the hair starts growing. What are your guises thoughts?

u/MixDue6598 — 1 month ago