Profit-taking at NVIDIA & regrouping in....🧐

After a +80% gain, I closed my NVIDIA position FIRST yesterday.

Technically, I expect an interim correction in the near future, so I took profits.

🔄 I have now reallocated the capital into two new stocks:

Brown & Brown (BRO) $BRO (-1.2%)

→Insurance broker with a clear focus on its own clients, which is very much in line with my own daily work as an insurance broker.

→ Strong Q2 figures, yet share price down 10%: For me personally an entry point.

→ Undervalued for 3-5 years in historical comparison, solid growth.

Zoetis (ZTS) $ZTS (-0.48%)

→ Pharmaceutical company, but in the animal health sector.

→ A market leader, stable margins, high innovative strength.

→ Valuation below average for 3-5 years

With this in mind, have a pleasant trading week!