I don't know your investment amount. If it is not relatively high, I would consider whether I really want to pay withholding tax on dividends everywhere. Canada, Switzerland and Mexico are, as far as I know, countries where you have to go to a lot of trouble to get the money back - which is simply not worth it for smaller amounts, but does significantly reduce the return.
My biggest additional purchase this month. I doubled my position with 2 tranches. The quarterly figures are due on Wednesday. If Paycom exceeds expectations again, I see a recovery to €220 as realistic.
In total, reserves amounting to around 2-3 net monthly salaries have been spent, including savings plans. In May, I will continue to move aggressively into the market and further reduce my considerable cash position before slowing down my investment pace towards the summer.
Nevertheless, always remember: time in the market beats market timing ⏱️ I may be buying too high now, but I also intend to stay in for a LONG time. In many positions even forever.
I've been waiting forever for a somewhat larger dip and nothing has happened😅 Other stocks are now on the watchlist, but congratulations on your purchase of a global market leader and good luck with Investment👏🏻
What do you think about Japanese stocks, especially Daikin $6367 (-2.13%) . I know Nikkei slipped down a bit and that affected all Japanese stocks. Are there any other risk? Is now a good time to open other new positions? I am already invested in Daikin.
In my opinion, Daikin is a company with good prospects. The balance sheet and the management are top. However, the valuation is a little too high for me. I am invested myself and would buy below 150 €. (no investment advice🙃)
None of this is a bet at all. Even without Viessmann, $CARR was/is very interesting. Heating, ventilation, air-conditioning and cooling systems, all of which cry out for things that will be needed more in the future if you look out the window. And the figures also look very good. I will probably buy more myself.
