BVLGARI · 2023-12-13T09:36:39.210817Z

Hallo zusammen, Bin mit der diesjährigen Performance meines Depots mehr als zufrieden! War lange Zeit in der Findungsphase was meine Strategie anbelangt und hab durch einiges an hin und her sicher etwas Rendite liegen lassen. Hauptsächlich war das hin und her geschuldet einem stetigen Wissenszuwachs. Insbesondere im Bereich der Bewertung von Aktien (DCF, Fair-Value, Trading-Comps) habe ich dieses Jahr einiges gelernt (und natürlich auch etwas Zockerei). Mit dem Mehrwissen musste ich auch immer wieder einige Positionen überdenken, die ich Stand heute sicher nicht in mein Depot aufgenommen hätte. Ich bin mir ziemlich sicher, dass mein Ansatz, absolute Qualitätsunternehmen zu guten Preisen zu kaufen, in der Zukunft aufgehen wird. Daher möchte ich mein Portfolio auch in Zukunft noch stärker fokussieren! Für Neuaufnahmen ins Depot habe ich $SNPS $CDNS $ANSS $CPRT $CTAS und $RACE ganz oben auf der Watchlist. Sollte hier etwas passieren, was die Bewertung deutlich in den Keller treibt, möchte ich zuschlagen. Was sind eure Top-Qualitätsunternehmen? LG

@BVLGARI

1Yr·

Hello everyone,

I am more than satisfied with the performance of my portfolio this year!

I was in the discovery phase for a long time as far as my strategy is concerned and I have certainly lost some returns due to some back and forth. The back and forth was mainly due to a steady increase in knowledge. I have learned a lot this year, particularly in the area of share valuation (DCF, fair value, trading comps) (and of course some gambling). With this additional knowledge, I also had to rethink some positions that I would certainly not have included in my portfolio today.

I am pretty sure that my approach of buying absolute quality companies at good prices will work out in the future.

That's why I want to focus my portfolio even more in the future!

For new additions to the portfolio I have $SNPS (+2.89%)
$CDNS (+4.87%)
$ANSS (+1.29%)
$CPRT (+0.81%)
$CTAS (-0.47%) and $RACE (-1.67%) at the top of my watch list. If something happens here that drives the valuation down significantly, I would like to buy it.

What are your top quality companies?

Check out my Dashboard now!

7 Comments

Saschko@WarrenamBuffet

1Yr

$CTAS I also waited forever for a slump, but it never came > savings plan ;)

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BVLGARI@BVLGARI

1Yr

@Dreamliner hahah unfortunately that's really the case... but I don't quite see the savings plan. If I think it's too expensive, the savings plan doesn't make it any cheaper :)

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Saschko@WarrenamBuffet

1Yr

@BVLGARI right, but that way you can at least find an entry point even if it seems too expensive or is too expensive. There are stocks that barely correct, so it's better to get in a bit too expensive than not at all :D Unless you live with it. Some stocks are simply priced differently by the market due to their quality Novo Nordisk/Rollins was/is also such a case But to your question: quality companies:$AVGO
$ROL
$UNH
$WM
$MELI
$KLAC
$BLK
$ASML
$8001
$NOVO B
$SNA
$DHR
$FAST
$MUM

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BVLGARI@BVLGARI

1Yr

@Dreamliner I'm already involved with many of them ;) $KLAC is also one of these candidates, and I personally find it even more exciting when you look at the figures than $ASML

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Saschko@WarrenamBuffet

1Yr

@BVLGARI yo I couldn't make up my mind and took both :D

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RobertoNiemalsBlanco@RobertoNiemalsBlanco

1Yr

When I see this, it annoys me to have joined Crowdstrike so late. 😂 I've "only" had a +64% return so far... I've had the share on my radar for a while and only ever put off the valuation... Well, opposition costs or something like that 😄

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BVLGARI@BVLGARI

1Yr

@RobertoNiemalsBlanco I happened to have to build a DCF for them at work in December 22 and then increased my position!

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