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TaxesAreTheft
@TaxesAreTheft
8Mon·

There is some movement in my portfolio.


As I am starting to save the $IUIT (+1.02%) I have decided to liquidate my position in $PANW (+0.46%) and not to increase it any further.


By @Tenbagger2024 I have once again overcome myself $CSU (+1.18%) to analyze it again, as I was looking for another compounder. The proceeds from PANW were invested directly in CSU. I don't yet know exactly how much I want to weight CSU in the portfolio. Further purchases are definitely planned.


$CSU (+1.18%) CSU is really extremely interesting and in my opinion is one of the few companies that can grow indefinitely.

06.05
Constel Software logo
Bought at €2,490.00
6
7 Comments
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Memo0606@Memo0606
8Mon
I would have waited with $csu
very overheated
I ran $WKL last week
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TaxesAreTheft@TaxesAreTheft
8Mon
@Memo0606 The investment to date is very low. There are no real setbacks at $CSU. Bottom fishing is never a good idea.
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Tenbagger2024@Tenbagger2024
8Mon
I don't think it will make much difference in the long term whether I buy constellation Software today or tomorrow.

I will continue to hold on to Palo Alto.
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TaxesAreTheft@TaxesAreTheft
8Mon
@Tenbagger2024 Palo Alto is top, the moment was just right to switch to Constellation. I didn't want to have both in my main portfolio, and Palo Alto is in the ETF.
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Tenbagger2024@Tenbagger2024
8Mon
@TaxesAreTheft
Then you've done everything right
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Memo0606@Memo0606
8Mon
@Tenbagger2024 Do you think palo is worth buying at the moment?
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Tenbagger2024@Tenbagger2024
8Mon
@Memo0606
The annual report will be published on May 20.
Maybe wait and see 🤷
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