Top wikifolio NextEraTechs Ramdinger +78.4 % since Beginning +15.7 % 1 Year TOP WIKIFOLIO TRADE Buy 2026-09-14 at 01:19 pm EDIL SAN FELICE S.P.A. SB IT0005561441 Price (EUR) 4.290 2.4% Last Activity NextEraTechs might be true that portfolio of the deads are best perfomers. After not making any changes for over a year it shows again that patience and not making a lot of changes is the hardest part but fruitful. Nevertheless I made some minor changes in selling names I don't believe in any more (ESTC, SNOW, BIGC, MGNI) and bought more where I think they still have a chance and are undervalued (EXL, Lenzing, JD) high portion of cash seems to be a mistake in hindsight, but still believe markets are overvalued for no good reason
NextEraTechs might be true that portfolio of the deads are best perfomers. After not making any changes for over a year it shows again that patience and not making a lot of changes is the hardest part but fruitful. Nevertheless I made some minor changes in selling names I don't believe in any more (ESTC, SNOW, BIGC, MGNI) and bought more where I think they still have a chance and are undervalued (EXL, Lenzing, JD) high portion of cash seems to be a mistake in hindsight, but still believe markets are overvalued for no good reason