Memo0606 · 2024-09-08T10:28:45.747803Z

Liebe Community, anbei die Sektoren meines depots ich finde ich habe zu viel basiskonsum...und zu wenig healthcare! Ich denke ich habe auch zu viel tech im depot und mir fehöen starke healthcare Unternehmen. Ich würde gerne $LULU $EKT $ZBRA $ADM und $MNST rausschmeissen. $PEP $CAT würde ich erstmal nachkaufen bevor ich wieder neue Aktien aufnehme. Welxhe Aktien findet ihr aus dem finanzsektor interessant? zudem möchte ich mein depot verkleinern das ich einen besseren überblick habe. vielen dank! was würdet ihr konkret machen

@Memo0606

4Mon·

Dear Community,

here are the sectors of my depot

I think I have too much consumer staples...and too little healthcare!

I also think I have too much tech in my portfolio and I'm missing strong healthcare companies.

I would like to $LULU (+0.38%)
$EKT (-4.5%)
$ZBRA (+0.45%)
$ADM (-0.6%) and $MNST (+0.42%) throw them out.

$PEP (+0.07%)
$CAT (-0.13%) I would buy more shares before adding new ones.

Which stocks from the financial sector do you find interesting?

i would also like to reduce the size of my portfolio so that i have a better overview.

Thank you very much!

what would you do specifically

31 Comments

Rob N.@Robnear24

4Mon

$V and I like $BLK 👍

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Memo0606@Memo0606

4Mon

@Robnear24 unfortunately, i missed the good entry at visa

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Dividendenopi👴@Dividendenopi

4Mon

@Memo0606 What would be a good entry price for you? The annual range is between 217 and 267 euros. Why don't you set a limit order with your price until the end of September or mid-October? If, as many expect, there are corresponding corrections, the prospects are good that it will work. It may then go down even further or you may not be awarded the contract because you set your limit too low.

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Memo0606@Memo0606

4Mon

@Dividendenopi I'll just wait
wanted to strike at 239€ but did not have it
stupid
thanks for the answer

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Dividendenopi👴@Dividendenopi

4Mon

@Memo0606 ok, is a realistic value for the next few weeks, just under 5 percent correction is conceivable. Good luck 👍

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Memo0606@Memo0606

4Mon

@Dividendenopi do you have any other tips for my portfolio? or do you have any stocks in mind that would fit well in my portfolio?
additional purchases?

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Maximilian@Max095

4Mon

@Memo0606 doesn't matter in the long term or do you want to trade?

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Memo0606@Memo0606

4Mon

@Max095 I'm actually sure that it will still fall
why should I go in with a higher EK?

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Dividendenopi👴@Dividendenopi

4Mon

@Memo0606 in the healthcare sector, $UNH might be worth considering after a setback, at the moment somewhat more expensive in my view, or $BMY, cheap at the moment after the fall in profits, but the outlook is good

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Memo0606@Memo0606

4Mon

@Dividendenopi it might make more sense to increase my existing health shares instead of buying new ones
what do you think of the valuations of my health shares?

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Dividendenopi👴@Dividendenopi

4Mon

@Memo0606 I have heard of Edwards and Cardinal, but apart from that they don't tell me much

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View one more answer

Barsten@Barsten

4Mon

Capitalization, punctuation and spell check would make your post easier to understand 🤔.

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Memo0606@Memo0606

4Mon

@Barsten I'll change it right away
and then I hope for a nice answer

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Memo0606@Memo0606

4Mon

@Barsten erledigt

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Tenbagger2024@Tenbagger2024

4Mon

@Barsten
You should focus on the person and not put your priority on spelling.
You don't know this person, perhaps you were able to enjoy a good education because of your wealth and your parents.
A certain number of people also have the privilege of attending an elite school.
It is not possible for politicians to create equal conditions here.
Perhaps a person comes from another country and first learns the new language, here my respect.

That's why I don't always want to start ranting immediately.
Isn't respect and understanding also education?
And you shouldn't react with arrogance.

Isn't diversity the interesting thing about people?

Have respect and respond to the questions and try to help a person here to be more successful.

That's what makes an educated person.

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Memo0606@Memo0606

4Mon

@Tenbagger2024 all good
I write fast and don't attach any importance to it
the main thing is that people understand me
i was born in bavaria i studied in germany etc
all good
what do you think of my contribution?

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Tenbagger2024@Tenbagger2024

4Mon

No, it's not about you.
It's about how people treat each other.
It's about helpfulness.

You are still optimizing your portfolio.

I have already written a lot about this.

Perhaps the time has come for small caps.
You have a lot of elephants and consumer goods.

Nestle and Unilever are no longer growth stocks.
Maybe Celsius is a good entry price and an alternative to Pepsi or Monster.

Which sector are you looking in?

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Dominick@Nick_Nick

4Mon

@Barsten otherwise no problems

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Memo0606@Memo0606

4Mon

@Tenbagger2024 financials and healthcare
monster i will probably sell archer daniels midland also due to lack of growth
i don't know if celsius would be so smart to buy when i already have so many consumer stocks
does celsius offer much growth or a good entry opportunity?

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Tenbagger2024@Tenbagger2024

4Mon

What I like about finance
$FICO
$PGR

health
$UFPT
$RDNT
$VRTX
$THC

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Memo0606@Memo0606

4Mon

all mega but way too expensive but i will put them on my watchlist
I will have to sell next week:
adm
lulu
monster beverage
zebra technology
nestle (have little hope for growth)

this results in a minimum of 3500€ cash

I would like to use it to buy caterpillar as an industrial stock with a fair valuation

preferably i would like to increase shares that are already in the portfolio

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Barsten@Barsten

4Mon

@Nick_Nick no, everything is fine and with you?

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Chris@Psychedelic_Sunflower

4Mon

In addition to those already mentioned $SPGI $JPM

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Maximilian@Max095

4Mon

$MSCI would also be a possibility

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Memo0606@Memo0606

4Mon

@Max095 I already have them
it might be interesting to consider adding to it
but since I have little financial resources either way, I would like to buy something else.

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Dividendenopi👴@Dividendenopi

4Mon

@Memo0606 Do financial stocks fit the halal profile? In this case, banks? They generate interest.

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Memo0606@Memo0606

4Mon

@Dividendenopi so msci imc padst s&p global too
but banks no

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