I closed two historical positions:

• $BTI (-1.58%) with a gain of +66%
• $MMM (+0.44%) with a gain of +50%

With the freed capital I opened new positions on Target ($TGT (-0.76%) ) and Merck ($MRK (-0.26%) ), to continue diversifying and target sectors that I see as solid in the medium to long term.

📈 Always with the idea of growing the portfolio in a balanced and sustainable way.

A sector that has lost so much ground in recent years, I think it's time to put something in the portfolio, I was undecided between $MRK (-0.26%) e $PFE (+0.52%) but seeing the data the former has had a steady growth in earnings, revenues and R&D investment, as well as a lower payout ratio than Pfizer and a higher dividend increase over time, more than sustainable by the way, another interesting factor is the exchange rate, a purchase gone through at the exchange rate of 1.1737, much better than the previous purchase of $MAIN (-0.9%) which took place for 1.1699 eur/usd.

I would have loved to have added$O (+0.25%) to ride the wave of the rate cut but the broker Directa only reserves it for "professional" clients, a scam....

As things stand right now I would say that for the next month I am going to add an ETF between $ISPA (+0.4%) e $VHYL (+0.51%) , I intend to have both in the future but following a contrarian strategy, that is, buying the one that has lost the most in the past month (or gained the least).

I am still relatively new to the subject and find $MRK (-0.26%) really interesting.

What do you think of the share?

$NOVO B (+1.06%)
$NVO (+1.4%)
$UNH (+1.57%)
$MRK (-0.26%)
$JNJ (+1.53%)
$XDWH (+0.93%)
$PFE (+0.52%)
$LLY (+2.04%)

I am curious to see how the European stock markets will react today, but with the RSI extremely oversold and I could well imagine a bounce at 300 Danish kroner.

Is anyone here trying their luck as a trader and is so tired of life with leverage? 😂

@Multibagger put another one on top ? Do you have a good certificate for that ?

The 17 largest pharmaceutical companies were written to and given a deadline of September 29 to lower their prices, otherwise Trump himself will come by. 😈

The S&P500 pharma sector was the weakest sector today with -2.2 %.

$AZN (+2.18%)

$BMY (-0.97%)

$LLY (+2.04%)

$PFE (+0.52%)

$ABT (+0.81%)

$JNJ (+1.53%)

$NOVO B (+1.06%)

$UNH (+1.57%)

$MRK (-0.26%)

$SAN (+1.88%)

$WHCS (+0.91%)

https://www.statnews.com/2025/07/31/trump-most-favored-nations-drug-pricing-lower-pharmaceutical-prices/

$NOVO B (+1.06%)
$LLY (+2.04%)
$HIMS (-8.64%)
$NVO (+1.4%)
$PFE (+0.52%)
$JNJ (+1.53%)
$MRK (-0.26%)

He has sent letters to 17 companies, including Eli Lilly, asking them to lower their prices within 60 days.

Said if they refuse, he will use a "federal tool" to protect Americans

Getting more and more exciting 😂