A subsequent purchase of the $MC (-0.03%) share.
Discussion about MC
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489Welcome back
ASML - One of my favorite European stocks and now finally back in the portfolio ❤️
is still on my "Europe wish list":
Hermés $RMS (+0.19%) (currently not yet in the portfolio)
LVMH $MC (-0.03%)
Rheinmetall $RHM (+2.05%)
Ferrari $RACE (+0.78%)
Novo Nordisk $NOVO B (-1.36%)
and under €40 the Porsche $P911 (-0.98%) share (also not yet in the portfolio)

too early again?
I have bought, now I just have to hope
New week New purchases
A few individual purchases are on the agenda this week.
The first share will be $MC (-0.03%) . I have had it on my watchlist for some time and now I see a good entry point.
In addition $ASML (+0.66%) will also be topped up.
And I have added to the watchlist $UAA (+1.56%) let's see what they will do in the near future...
Hopefully a good start to the week :)
Which shares would James Bond buy?
James Bond is not only the world's most famous secret agent, but also an icon of style and exclusivity. If 007 were to invest in the financial markets, he would certainly have his favorites.
His stock picks would be dominated by luxury, technology, innovative defense and strong global brands. Here are four stocks that would fit perfectly into James Bond's portfolio.
$AML (+0.24%) Aston Martin Lagonda (ISIN:GB00BN7CG237) - 007's ride:
Why? No James Bond movie without an iconic Aston Martin. The British luxury brand has been inextricably linked with the secret agent for decades. Although Aston Martin has had difficult economic phases, the future could look brighter with the strategic realignment and new electric models.
Bond factor: exclusivity, tradition and a hint of danger - Aston Martin is the logical choice.
Personally, however, I would definitely steer clear of it.
$MC (-0.03%) LVMH (ISIN: FR0000121014) - Luxury that Bond loves
Why? Whether it's fine watches, exclusive suits or expensive champagne - Bond values luxury. LVMH (Louis Vuitton Moët Hennessy) is the world's leading luxury group and unites brands such as TAG Heuer, Dom Pérignon and Berluti (bespoke shoes). In "The Touch of Death" from 1987, Bond even wears a TAG Heuer watch - albeit for the first and last time. Although Bond prefers a "Bolly" (Champagne Bollinger) when choosing his champagne, he would certainly not be averse to a Dom Pérignon either 😉
Bond factor: Stylish elegance paired with economic power - an investment with class.
I also find the share very interesting and see significant potential here.
$BA. (+1.53%) BAE Systems (ISIN: GB0002634946)
Why? As an MI6 agent, Bond has access to the most advanced weapons systems and intelligence technologies. BAE Systems is one of the largest defense contractors in the world, based in London.
Bond factor: cutting-edge military technology and from 🇬🇧 UK. A must-have for 007.
For a defense company, the P/E ratio of around 25 is still fairly valued and offers upside potential if the defense industry continues to flourish.
$DGE (+0.33%) Diageo (ISIN: GB0002374006) - For the perfect martini
Why? "Shaken, not stirred" - James Bond coined what is probably the most famous cocktail order in the world. Diageo is one of the largest spirits groups in the world and owns brands such as Tanqueray Gin and Smirnoff Vodka - the basis for Bond's Martini.
Bond factor: Indulgence with a touch of decadence - and a defensive investment in the consumer sector.
Personally, I would not invest in Diageo at the moment, as I think there are more interesting stocks.
With this portfolio, James Bond would not only be investing in style, but also in companies with prestige, technology and global appeal.
Which stock do you think is missing? Would 007 bet on crypto or would he stick to classic investments?
LVMH
Since my portfolio is very tech-heavy and LVMH is currently favorably valued, I have opened an initial position in $MC (-0.03%) opened a first position in
Further purchase at under €600. I'm looking forward to the Shareholder Club. My girlfriend and I are going on a short trip to France in May.
Perfume of the day is LV Imagination:)
For more stability in the depot...
... yesterday at
the first positions yesterday.
I am aiming for an average dividend yield of over 2.5% across my entire portfolio. After picking up more of the (supposed) US tech dips recently, I wanted to diversify my portfolio geographically and sector-specifically again.
I had to weigh up between PepsiCo and Nestlé for a long time. In the end, I chose Nestlé to reduce my dependence on the US. While PepsiCo generates most of its sales in North America, Nestlé has a much more broadly diversified sales structure. I am keeping PepsiCo very high on my watch list due to its current correction.
I am planning my next investment steps in the financial and insurance sector, European mid-caps and Asian markets.
Have a relaxing weekend everyone!
Bets: it will go up
$MC (-0.03%) Buy at 600 euros... we are currently at 610 euros.... Bet the 600 won't come...
thank me later.....