3Mon

Now I know why I only invest in ETFs (and crypto) 😅.

@Simpson How often do you do that with your shares?

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3Mon

@DonkeyInvestor 3 times today 😁

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3Mon

@DonkeyInvestor Yes, and most people wave off GTAA when they hear that I have to spend 10 minutes a month on it. 🤷

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3Mon

@Epi 👋👋👋

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3Mon

@DonkeyInvestor See! Another one.

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six@six

3Mon

@DonkeyInvestor he needs a whole roll of toilet paper to do it

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3Mon

@DonkeyInvestor
But ETF does not mean buying the whole sack with all the rotten potatoes.
And here you do the work and only pick the good potatoes out of the sack.

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3Mon

@Tenbagger2024 Yes. But there are two things you should know about me:
1) I'm not a studied farmer and don't have the knowledge to tell the rotten potatoes from the good ones
2) The time I would have to spend analyzing potatoes to find only the good ones, I can't invest in my job, my family and my friends. With all three alternatives, the time invested is more valuable.

And even if I have found the good potatoes, it can happen that I conjure up a great potato casserole, but everyone else just doesn't like potatoes

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3Mon

My dear Satoshi,
You have written all this very nicely.
And it is very difficult as an investor to beat the World or an S&P ETF.
And that's why you're doing everything right.
Maybe it's a bit of friction between ETF investors and individual shareholders.
Between dividend and growth shareholders.

It is precisely these little frictions that we like so much and that enrich communication in the community.

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3Mon

@Tenbagger2024 but if you write in such a friendly and understanding way, there will be no friction

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Dussel Duck 🍎🍏🥂@DusselDuck

3Mon

@DonkeyInvestor
As soon as I write a negative message about TESLA, it starts.
No matter how friendly the message is written.
🙈😂

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Aktienfoxx@Aktienfoxx

3Mon

Excel would have been so much easier :)

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3Mon

Basically a great thing! But are you really doing it on paper?

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3Mon

@DusselDuck yes I do not own a computer

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3Mon

@DusselDuck
I also do a lot on paper.
I think you can internalize everything much better on paper.
Even if it often looks wild.

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Soprano@Soprano

3Mon

Synopsis and Novo Norddisk have also recently made it from the WL into my portfolio

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3Mon

@Soprano
Synopsis had also corrected well.
Good time for a purchase.

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Dennis@GordonGekko83

3Mon

First of all, a great thing and, as you rightly mention, not all sectors can be compared with each other. An evaluation at sector level might therefore be more useful. But great respect for your work!

One point of criticism! Link your top 6 in the middle. The abbreviations are not my thing. I can guess which value is where, but I don't really know. Which value is number 4?! $MCHP. Quickly helped myself. I wouldn't have thought of it!

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3Mon

@GordonGekko83 I will do that now. Thanks for the tip ☺️

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SGP@Koenigmidas

3Mon

Reminds me of my factors table. I would always run the results in the sample portfolio so that you can also see how these values develop over time.

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3Mon

@Koenigmidas and then, when you retire, finally turn the model portfolio into reality

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3Mon

@Koenigmidas good idea 👍

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SGP@Koenigmidas

3Mon

@DonkeyInvestor I create the sample depots at informunity. Generate credits there and exchange them for Amazon vouchers 😉

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3Mon

@Koenigmidas That's a great tip, let's see if it works for me too 😸

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SGP@Koenigmidas

3Mon

@Aminmeskini check it out. www.informunity.de/investiere-mit-Königmidas

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3Mon

@Koenigmidas What is this dubious stuff again?

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3Mon

Have you done a backtest with your criteria? Are they any good at all? And are they all equally weighted or are some even superfluous?

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3Mon

@Epi I have tried to do it, I just don't have the data. I used finviz and you can't get the exact data for older periods there. All criteria are equally weighted.

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3Mon

@Aminmeskini Without a backtest, how do you know whether your criteria are actually any good? Maybe only 2-3 are really decisive for excess returns and the rest is noise?
I mean, you're doing a lot of work, but ultimately sailing blindly through the market. 🤷

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3Mon

@Epi where can you do a backtest?

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3Mon

@Aminmeskini With all the key figures? I have no idea.

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3Mon

@Epi That is precisely the problem. It is almost impossible to obtain all these key figures for an older point in time.

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3Mon

@Aminmeskini And this is precisely what I personally would see as the fundamental problem with the whole approach: without data, it remains a blind flight.

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3Mon

@Epi is just my method. I am neither Warrant Buffett nor Charlie Manger. I also have no team, no AI, nothing. I am a beginner who has to find my way in this jungle.
I've shared my work here to get suggestions for improvement, of course. Time will tell whether this really works. How do you search for shares. You only have 3 positions. We would love to learn from you 💗

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Felix@Investor_in_Jogginghose

3Mon

@Aminmeskini I'm not saying anything against your method. How could I? There are no criteria. And of course, you won't know if it works until the future. But you don't even know for the past.

I've already written a lot about my strategy, just take a look at my profile.

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3Mon

I think your approach is well suited to achieving above-average results. You try to evaluate stocks from a large data field based on quality criteria. The stock finder would certainly have done a lot of the work for you 😅
Since Synopsys and Novo are at the top, you can almost save yourself a backtest.
I see many of my stocks in the list, glad to see it! 🚀

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3Mon

Very nice approach.
Personally, it is always important to me that the EbiT margin can be increased.
An increase in free cash flow is also desirable.
For me, profit and sales growth have already become mandatory.
Even if many say that the stock market is a thing where only the future counts. Nevertheless, I also look at the past, because a company that has been able to consistently increase sales in the past has what it takes to continue to do so
This is where you have usually built up a certain BURGGRABEN.

Otherwise, Traderfox has a similar approach.
They also award up to 15 points in the quality and growth check.

I think you're great 😘

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3Mon

@Tenbagger2024 I forgot to mention that all the stocks on this list had more than 5 percent growth in revenue and earnings per/y the last 5 years
I think you're even more awesome 💓

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3Mon

Thank you for the flowers.
Unfortunately, it is very difficult to find these quality companies at a fair valuation.
And here you can often only use a bad market phase to get in.
You don't seem to be a value investor?

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3Mon

@Tenbagger2024 I'm not really going to categorize myself. I want to be a bit of everything. Own as few shares as possible and from all sectors. My latest project is $NOVO B I hope I can continue to build up my position as prices fall.

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Peace@Pinkafeld

3Mon

Strange hints. I would never buy some of the top 5 stocks. $NOVO B and $MSK are worth buying in 2-3 weeks (monthly close) wait and see

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Finanzaristokrat@Finanzaristokrat

3Mon

How do you know that the pinch will fall at the end of the month?

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3Mon

Wow! Why digital when analog works too 👍

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Moritz@leveragegrinding

3Mon

No offense meant, but entering all stocks in a random generator on Google and investing in the first 10 would have a result with the same promise of success.

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3Mon

@leveragegrinding I know and you know that it's not true, otherwise everyone would do it and be successful. Besides, these are not just any stocks but stocks from my watchlist that have to fulfill a lot of quality criteria. If you claim that Google can do it better, then let's have a duel. You bring a list and I'll bring a list and we'll see who performs better

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Moritz@leveragegrinding

3Mon

@Aminmeskini ok worth

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3Mon

I will create a sample portfolio and see what kind of performance it can achieve 😉

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