In July, I shifted further into the VWRL and QQQ 🫡

3Mon

Klasse 👍

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3Mon

You could have sold me Amphenol and Cintas.
In my opinion, they are both good long-term companies

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Maximilian@Max095

3Mon

@Tenbagger2024 $MPWR might be an alternative to $APH and is currently valued favorably

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3Mon

@Max095
Since I still wanted to expand Japan, I also have the following as an alternative
$5803

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Maximilian@Max095

3Mon

@Tenbagger2024 Always exciting your alternatives from the second row!

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3Mon

@Max095
I find fujikura very exciting. But it has already performed very well. Therefore wait for a setback

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3Mon

@Tenbagger2024 Does that mean you would buy it now at the current price?

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3Mon

@Iwamoto
My dear, which one do you mean exactly, because somehow some shares have just been written about

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3Mon

@Tenbagger2024 Now for the current course :)

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3Mon

@Iwamoto
Which share?

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3Mon

@Tenbagger2024 amphenol and cintas

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3Mon

Amphenol is a perennial favorite and continues to enjoy double-digit growth.
However, the chart has just moved away from the 200-day line, which can also be seen from the P/E ratio.
I would therefore wait for a setback to enter the market.
For me, however, it is a long-term investment due to AI alone, and if I were invested I would stick with it.

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View one more answer

K@TechNav

3Mon

What are your top 10 positions at the moment? And what % weighting do the top 3 have?

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3Mon

Hello @TechNav You can actually see this quite well in the attachments above. So the top 10 positions are: MSCI World, VWRL, QQQ, $III, $ASML, $GOOGL, $MELI, $MDLZ, $META, $BLK. The top three have a combined weighting of 74% 😎

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K@TechNav

3Mon

@Iwamoto Hi, I meant the shares! So if you break down the ETFs by their contents, which stock position are you most invested in?

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3Mon

@TechNav Now it's getting exciting. I'll find it quickly.

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3Mon

@TechNav that would be:
Microsoft 4.7%
Nvidia 4.1%
Apple 3.2%
ABC 3%
Meta 2.7%
3i 2,7%
Amazon 2.7%

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QUANTIJS@QUANTIJS

3Mon

Nice! I've also been shifting to US growth and it starts to already pay out now the dollar is getting stronger

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3Mon

What software are you using here? Looks very transparent and clear......

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3Mon

@Cato_Bamboo extraetf

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3Mon

@Iwamoto Why there in particular? Which subscription model did you choose? I currently use Parquet and getquin........

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3Mon

@Cato_Bamboo
Which of the two do you prefer?

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3Mon

@Tenbagger2024 Good morning my dear, I like getquin because of the active and very up-to-date community contributions, also the insight into other portfolios. For evaluations and statistics, e.g. dividend calendar, Parquet is probably a bit better. At extraETF you have a very nice overview of your portfolios. So overall it's difficult to decide........ I also like Onvista very much for portfolio analyses.

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3Mon

@Cato_Bamboo
Thank you for your very quick reply.
Wishing you good courses at the start of the week

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