AktienAmateur069 · 2024-05-23T10:59:26.668231Z

Neue Langfrist-Position Moin, ich habe mich nach längerer Bedenkzeit entschieden, meine Anteile vom Digital Security ETF zu verkaufen und möchte diese Position durch Aktien eines Unternehmens aus dem Bereich Finanzen ersetzen. Meine Kandidaten: Nu Holdings ( $NU ) Moody’s ( $MCO ) Blackstone Group( $BX ) Mit $NU wäre ich geographisch besser diversifiziert und hätte ein schönes Wachstumsunternehmen mit dabei Moody‘s ist auch ein schönes Buy&Hold-Unternehmen mit tiefem Burggraben Mit Blackstone wäre ich ein bisschen im Bereich Private Equity vertreten. Das bin ich zwar schon zum Teil durch Mutares ( $MUX ), Blackstone investiert aber in größere Unternehmen/Projekte. Hier gäbe es also keine allzu großen Überschneidungen Was meint ihr, für welches der 3 Unternehmen würdet ihr euch entscheiden und warum? Oder würdet ihr euch für ein ganz anderes entscheiden? Aus dem Bereich Finanzen habe ich bereits in meinem Depot: S&P Global ( $SPGI ) Visa ( $V ) Mastercard ( $MA ) Blackrock ( $BLK ) Mutares ( $MUX )

@AktienAmateur069

7Mon·

New long-term position

Hello, after a long period of consideration, I have decided to sell my shares in the Digital Security ETF and would like to replace this position with shares in a company in the financial sector.

My candidates:

Nu Holdings ( $NU (+2.6%) )

Moody's ( $MCO (-0.19%) )

Blackstone Group( $BX (-1.1%) )

With $NU (+2.6%) I would be better diversified geographically and have a nice growth company with me
Moody's is also a nice buy & hold company with a deep moat
Blackstone would give me a little exposure to private equity. I'm already partly in that through Mutares ( $MUX (+2.12%) ), but Blackstone invests in larger companies/projects. So there wouldn't be too much overlap here

Which of the 3 companies do you think you would choose and why? Or would you choose a completely different one?

I already have some financials in my portfolio:

S&P Global ( $SPGI (-0.75%) )

Visa ( $V (+0.04%) )

Mastercard ( $MA (+0.79%) )

Blackrock ( $BLK )

Mutares ( $MUX (+2.12%) )

6 Comments

JH90@JH90

7Mon

$MUX in any case and I also find $NU very interesting

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Saschko@WarrenamBuffet

7Mon

$BX is a good decision

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Krush82@Krush82

7Mon

Why do you want to leave the CyberSec sector? Do you no longer see any potential there?

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AktienAmateur069@AktienAmateur069

7Mon

I simply don't want to have any theme ETFs apart from the defense ETF.
If cyber security continues to develop strongly, I will benefit from this through my $IS3R, which I want to increase to a 25% weighting in the long term.

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Krush82@Krush82

7Mon

@AktienAmateur069 Do you think the financial sector is performing better than the cyber security sector? It must also be said that the Digital Security ETF from iShares is not the best ETF in the sector either. CyberSec will continue to grow and perform well, but I doubt that you will benefit from the World Momentum ETF, as no Cyber Sec company will be represented in the top 10 of the ETF.

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Dussel Duck 🍎🍏🥂@DusselDuck

7Mon

I would rather increase the existing five financial positions (instead of adding another position).

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