3Mon·

New long-term position


Hello, after a long period of consideration, I have decided to sell my shares in the Digital Security ETF and would like to replace this position with shares in a company in the financial sector.


My candidates:


Nu Holdings ( $NU (-0.82%) )

Moody's ( $MCO (+0.72%) )

Blackstone Group( $BX (+2.43%) )


  • With $NU (-0.82%) I would be better diversified geographically and have a nice growth company with me
  • Moody's is also a nice buy & hold company with a deep moat
  • Blackstone would give me a little exposure to private equity. I'm already partly in that through Mutares ( $MUX (+3.41%) ), but Blackstone invests in larger companies/projects. So there wouldn't be too much overlap here


Which of the 3 companies do you think you would choose and why? Or would you choose a completely different one?

I already have some financials in my portfolio:


S&P Global ( $SPGI (+0.51%) )

Visa ( $V (-1.68%) )

Mastercard ( $MA (-0.63%) )

Blackrock ( $BLK (+0.66%) )

Mutares ( $MUX (+3.41%) )

4
6 Comments

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$MUX in any case and I also find $NU very interesting
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$BX is a good decision
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Why do you want to leave the CyberSec sector? Do you no longer see any potential there?
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I would rather increase the existing five financial positions (instead of adding another position).

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