3Wk·

Japan into the depot

Hello everyone,


I want to add a Japanese satellite to my portfolio. In future, my setup will consist of 75% core ($FWRG (+0.09%)
$EQQQ (-0.18%)
$EWG2 (+2.27%)
$BTC (+0.3%)) and 25 % satellites (e.g. $NOVO B (+0.39%)
$ASML (+0.56%)
$1810 (+3.51%)
$LMND (+9.18%)
$IREN (+7.75%)
$HIMS (+1.54%)
$601318).


After I have $6920 Lasertec and $3350 (+4.9%) Metaplanet, the decision was made in favor of $6861 (+1.42%) Keyence.


For me, it's the ideal quality anchor to balance out the volatility of my crypto bets (Irish/BTC) without sacrificing massive growth potential.


How do you currently see Japan? Are you more interested in chip stocks like Lasertec or quality machines like Keyence? 👇

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8 Comments

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Have had $4519 for 2 years and am super happy, dividend and growth tastes good
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@Investingyoung Thank you. I'll take a look.
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I personally find Itochu $8001, Hitachi $6501, Fanuc $6954, Sony $6758 or Kawasaki Heavy Industries $7012 more exciting in Japan. In the end, however, the stock must suit you, your expectations and requirements and the rest of your portfolio and investment strategy.
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$6861 have also been on my watchlist for a long time
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@Max095 What are you waiting for?
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@SchmonInvest I don't know exactly myself. 😂Seems to be undervalued at the moment and therefore worth buying. There are simply too many exciting stocks 🙈
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@SchmonInvest $6954 is also interesting
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I would like to add: $2802 World market leader in amino acids
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