For me, an Airbnb and a Nu holdings would be directly out, as there is no upward trend to be seen here and, above all, as a mix with an etf, this is a must for me.
I would also drop a dbs holding, as the return does not fit here, you will probably outperform with an etf.
With republic service, please pay attention to the debt, which is a nice thing in terms of returns.
An Alphabet is of course a nice value, but is outperformed by a Microsoft.
To cut a long story short, Asml is the most exciting of the stocks you have presented, followed by Microsoft.
I don't have a positive opinion of any of the others, but if you are aware of the risk, you can go for it.
I would also drop a dbs holding, as the return does not fit here, you will probably outperform with an etf.
With republic service, please pay attention to the debt, which is a nice thing in terms of returns.
An Alphabet is of course a nice value, but is outperformed by a Microsoft.
To cut a long story short, Asml is the most exciting of the stocks you have presented, followed by Microsoft.
I don't have a positive opinion of any of the others, but if you are aware of the risk, you can go for it.
•
11
•1Wk
@schokosahne Thanks for the feedback. Why do you think Microsoft is outperforming Alphabet?
Alphabet is currently very cheap compared to Microsoft
Alphabet is currently very cheap compared to Microsoft
••
@Maddy-0 you can look at it relatively easily, comparing shares from trader fox over 10 years is already clear.
Microsoft has time 2015 1011% and Alphabet 572% or I'm high 707%.
Personally, I'm going to get rid of Alphabet and put my money on arista Networks, which is more what I want.
You have to understand that Alphabet is more of a huge advertising company and of course they have a lot of data. But all this is nothing but ordinary for me.
Alphabet's 5-year kgv was around 25 and we're currently somewhere around 18.
Microsoft's 5 year kgv was 33.72 and we are currently at a 30 kgv.
In the end you have to see where you see more future, for me it would be Microsoft.
Microsoft has time 2015 1011% and Alphabet 572% or I'm high 707%.
Personally, I'm going to get rid of Alphabet and put my money on arista Networks, which is more what I want.
You have to understand that Alphabet is more of a huge advertising company and of course they have a lot of data. But all this is nothing but ordinary for me.
Alphabet's 5-year kgv was around 25 and we're currently somewhere around 18.
Microsoft's 5 year kgv was 33.72 and we are currently at a 30 kgv.
In the end you have to see where you see more future, for me it would be Microsoft.
•
11
•1Wk
@schokosahne I haven't actually heard of Arista before, but they've also been pretty "hot". You'd probably have to wait and see. What are your other favorites? Unfortunately, in the end it's always IT companies that are simply the best
••
1Wk
@schokosahne with Crowdstrike SAP and and and there is also a lot of competition.
••
@Maddy-0 arista is still very exciting for me in terms of growth and market position, but I've been invested for a long time.
You'll have to see which business model you like.
All in all, tech works best anyway, but there are also a lot of black sheep and it's all the more important that you choose the right ones.
I see SAP as unexciting, crowdstrike is suitable for risk investors and I personally like fortinet best in cyber security.
But here, as with everything, you have to see where you can best back it
You'll have to see which business model you like.
All in all, tech works best anyway, but there are also a lot of black sheep and it's all the more important that you choose the right ones.
I see SAP as unexciting, crowdstrike is suitable for risk investors and I personally like fortinet best in cyber security.
But here, as with everything, you have to see where you can best back it
••
@schokosahne Where do you not see an upward trend at Nu?
•
22
•@qube_inv Time ipo been sold off, then bottom forming and now leaving the bottom forming breakout and the uptrend is basically not long active.
There are so many great stocks, why should I take the risk on my leg as an investor and 45% return time 2021 is not something I call glorious either.
There are stocks here that have been running in a channel since 1973 and are following the trend nicely, so I would rather keep my eyes on them.
There are so many great stocks, why should I take the risk on my leg as an investor and 45% return time 2021 is not something I call glorious either.
There are stocks here that have been running in a channel since 1973 and are following the trend nicely, so I would rather keep my eyes on them.
•
11
•