(@BVLGARI) on getquin

Hello stock market friends,

I would be interested in your assessment of my Quality Growth portfolio.

I currently feel comfortable with the portfolio, even though it is very technology-focused.

My approach is to only buy absolute quality companies with positive growth prospects at fair valuations. Some companies are simply rarely available at fair valuations ($ANET (+0.41%)
$SNPS (+0.89%) and co.), which is why I am prepared to add such companies with strong moats to my portfolio at a premium.

I am currently considering whether $MSCI (-0.07%) after the market punished the last quarterly figures.

I am also keeping a closer eye on $ZTS (+0.12%) more closely due to the recent setbacks. Fundamentally, the company is still operating excellently and is starting to look more attractively valued than it did a few months ago.

What stocks do you know that could be a good addition to my portfolio?

Kevin E.@KevinE

6Mon

Nice portfolio, even if the Magnificient Seven's exposure of over 50% is a bit too large for me. I have a few stocks on the WL that are heading in a similar direction - but I think they are all currently very sportily priced. This month I ventured into Zoetis (half a position, would increase again if necessary). MSCI is also slowly becoming interesting.
Stocks on my list: Ametek, Stryker, microchip technology, Xylem, Watsco....

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Finanzinho@SathosiRuffy

4Mon

Very nice portfolio with great positions. For me, MSCI is currently very interesting and attractively valued ✨