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</html><description>Aktien-Portfolio Die meisten unserer Positionen haben sich (teilweise sehr) erfreulich entwickelt. In dieser Situation ist es sinnvoll zu schauen, welche Positionen ein zu hohes Gewicht im Portfolio erreicht haben und bei welchen Positionen Gewinne abzusichern sind. Bei uns sind dies Alphabet (GOOG), Meta Platforms (META), Chevron (CVX), NVIDIA (NVDA) und Exxon (XOM). Wie im Portfolio... Read More &#x2192;</description></oembed>
