6Mon·

There is some movement in my portfolio.


As I am starting to save the $IUIT (+0.3%) I have decided to liquidate my position in $PANW (+0.05%) and not to increase it any further.


By @Tenbagger2024 I have once again overcome myself $CSU (+0.24%) to analyze it again, as I was looking for another compounder. The proceeds from PANW were invested directly in CSU. I don't yet know exactly how much I want to weight CSU in the portfolio. Further purchases are definitely planned.


$CSU (+0.24%) CSU is really extremely interesting and in my opinion is one of the few companies that can grow indefinitely.

06.05
Constel Software logo
Bought at €2,490.00
5
7 Comments

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I would have waited with $csu
very overheated
I ran $WKL last week
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