6Mon·

Depot check in volatile times

Hello everyone, with Donald Trump and Elon Musk in office, I'm expecting volatile times ahead. I have therefore carried out a check on my portfolio to determine how solid my foundation (core) still is.


The following criteria were used for the check


Quality check


The quality check examines shares for the quality of the business model and the stability of the balance sheet


Enduring qualities


The long-term indicator checks whether share prices are rising steadily.


Outperformer check


Every investor is confronted with the question of whether to invest money passively in ETFs or in individual shares. A share should rise by more than 10% per year for an investment to be worthwhile.


KUV monster


When companies are hyped and everyone knows about the quality of a company, the return potential is usually low. The top 5% of the most highly valued shares according to the KUV criterion are problematic.


The following companies from my portfolio turned out to be

buy and leave.


Alphabet $GOOG (+0.36%) Modine Manuf. $MOD (+0.57%) Chipotle $CMG (+0.22%)

Microsoft $MSFT (-0.62%) Copart $CPRT (-0.81%) Vertex $VRTX (-0.99%)

Constellation Software $CSU (-1.11%) Man and machine $MUM (+0.73%)

Corcept Therap. $CORT (-3.33%) Tetra Tech $TTI (+0.35%) TransDigm Group $TDG (-0.11%)

IES Holding $IESC (+0.18%) ASML $ASML (-2.06%)

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8 Comments

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Interesting tool! May I ask you where it came from? Traderfox?
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Hello dear @Simpson.
Maybe the Check Up is also something for your portfolio.
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Show answer
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But if I understand correctly, the results of the past are projected into the future, right? This means that ten-baggers corresponding to your name will perform rather poorly in the tool, or am I making a mistake?
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