Current plan

@Tenbagger2024 What do you think of the plan? I was also thinking about adding $RTX to include air and space travel and a bit of defense at the same time.

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@yngfinn
Would then wait at RTX until the stock corrects and approaches the 200-day line (green line) again.
https://www.boerse.de/aktien/Raytheon-Technologies-Aktie/US75513E1010

But try to include an AI stock and a fintech stock.

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@Tenbagger2024 Yes I plan to do that, what do you think about replacing Auto1 with Coinbase or Robinhood? If there is another crypto bull run that would be the ultimate jackpot or if Robinhood continues to perform so well.

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@yngfinn
Good idea
If the values are on your list.
So you can profit from crypto.

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@yngfinn
So would you be on Amazon, RTX and coinbase or Robin Hood?

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@Tenbagger2024 Yes and the ones mentioned above, i.e. Nvidia, Amazon, Palantir, Micron Technology and then I just have to see if/how I can install RTX, Coinbase or Robin Hood.

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@yngfinn
Palantir is of course already Risk

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@yngfinn
Maybe just create a portfolio with the values here. And share it with the community

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@Tenbagger2024 yes absolutely, but I need some risk if I want to outperform the others, what would you take instead of Palantir?

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@yngfinn
Amazon may be able to benefit from black friday and Christmas

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View all 2 further answers

@Tenbagger2024 Yes, that was my plan to do tomorrow when I buy the shares so that the data is as accurate as possible.

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Olli@Olli68

October will certainly be a little more turbulent. Perhaps you should start by investing only 10% in each of the individual shares and add to them in the event of a correction.
But I wouldn't do without $RHM.

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@Olli68
Would perhaps also include a European value.
You never know with 🍊

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Olli@Olli68

@Tenbagger2024 $SAP would also have catch-up potential.

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stock_strategist_2634@stock_strategist_2634

@Olli68
Software is currently finding it a little more difficult. Uncertainty due to AI

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12H

Christmas business has long been priced in at Amazon

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stock_strategist_2634@stock_strategist_2634

12H

@stock_strategist_2634
Hello my dear,
Amazon was my idea. Because I see Amazon as still rated acceptable by the big 7.
It hasn't done so well so far.
And if the figures in October are good, the performance could catch up here.
In addition, the interest rate cuts could boost consumption.
Furthermore, I see Amazon as an AI stock where the fantasy is not yet fully priced in.
I hope the plan works out.
Moreover, in the event of a correction, Amazon should not plummet quite so much.

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12H

I did not want to view Amazon negatively per se. I was merely referring to the Christmas business for a possible rise in the share price

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Personally, I would still play BTC directly via BTC and not via $HOOD or $COIN, but hey ur choice. I also see silver as having a good chance, just like the stocks I commented on your other post. It's almost boring as it is and probably won't be an exaggerated highflyer😂🤷🏼‍♂️.

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@All-in-or-nothing Unfortunately, crypto is only available in the training portfolio and not in the competition portfolio, so I have to use Coinbase and most of the values are unfortunately not available, otherwise the portfolio would look completely different, but I'll take another look at silver.

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@yngfinn then Coinbase is certainly the best alternative for the BTC part. An overview of what is possible in the competitive portfolio would be really helpful😅.

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@All-in-or-nothing I think the shares are the same in the competition portfolio, but unfortunately there is no crypto there. Which other stocks did you recommend? Unfortunately I can't find your comment right now.

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@All-in-or-nothing
What do you think of the idea of playing gold and silver via a miner? Maybe even a miner ETF
@Multibagger

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@yngfinn Here is a 1 to 1 copy of my comment😅

Had a look at the list of what you can invest in: $BTC , $HAG , $ADBE , $CRWD , $QCOM , $LDO , $VRTX and the silver long future I would pick. Overweight in BTC, Adobe and Crowdstrike, the rest gleichgewichten🤷🏼‍♂️.

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@Tenbagger2024 I actually always find it difficult. With miner ETFs, in addition to a few solid or sensible ones, you usually also have a lot of superfluous by-catch that you would otherwise never add to your portfolio. In my view, the air is also slowly getting thinner for gold; silver has even greater catch-up potential, if you ask me. You can do miners per se, but you always have a lever on the gold price which, at least it feels like, has a faster and stronger downward effect than an upward one. A matter of taste, I tend to favor the silver future, which he could buy for the simulation.

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@All-in-or-nothing
Sounds good too. Just thought because the miners actually run even when the gold price is falling.

What do you think of $DASH, the share is having a really good run

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@Tenbagger2024 To be honest, I don't really have an opinion on $DASH. In comparison, I also somehow like $GRAB better from a regional perspective😅 the multiples are also more charming, the P/E ratio at $DASH is already heftig😵‍💫.

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@All-in-or-nothing
But more momentum than Grab. P/E ratio falls by half and should not be overestimated for companies that have just become profitable.

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