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 (+2.74%)
$SNPS (+1.89%) 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 (+0.28%) after the market punished the last quarterly figures.

I am also keeping a closer eye on $ZTS (-2.04%) 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?

LG