Hello guys, what's the difference between $NVO (+3.62%) (ADR) and $NOVO B (+2.99%) (B) ?
Thanks in advance.
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52Hello guys, what's the difference between $NVO (+3.62%) (ADR) and $NOVO B (+2.99%) (B) ?
Thanks in advance.
$LLY (+2.9%)
$HIMS (+8.3%)
$NOVO B (+2.99%)
$NVO (+3.62%)
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$TSLA (-2.92%)
$GOOG (-0.11%)
$GOOGL (-0.13%)
$LLY (+2.9%)
$NVO (+3.62%)
$SPOT (+4.37%)
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So I just realised that I've been investing for exactly 1 year and 1 week, so I thought this would be a good moment to reflect. I'm 36, the total portfolio size is 50k+ and the money isn't needed in short term. My portfolio summarised:
1. ETF core, 50% at minimum: $VDEV (+0.03%) and $VFEM (-1.15%) , recently added $EUE (-0.15%) as I see more potential in the EU than in the US in the short-medium term. I like how a combination of these 3 ETFs allows for more adaptability than simply putting everything in a world ETF. Plus, the TER is a bit lower.
2. Individual stocks, max 10 positions, only including companies that I understand and have faith in that they will perform well in the next couple of years. The goal is to at least match $IWDA (-0.04%) but preferably to make some additional gains. In summary:
Tech:
$NVDA (-2.46%) : committed after the post-Deepseek dip, will just wait out all the short-term turbulence
$AMZN (-0.1%) : doesn't need additional info.
$ASML (-1.02%) : ditto
$VRT (-0.63%) : see one of my previous posts on GQ. Bit too volatile for me now, but when the AI-hype picks up again, will perform well.
Health:
$NVO (+3.62%) : I have a lot of faith in the GLP1-narrative, stock is very undervalued
$LLY (+2.9%) : same at NVO, got pummeled hard recently but in longer term another good bet in the GLP1-race.
Divident:
$ALV (+0.45%) : popular German insurance company. Divident-wise, I have more faith in insurance companies than banks. Banks also face more headwinds due to fintech.
$ASRNL (+1.13%) : comparable to Allianz, solid, no-nonsense Dutch insurance company.
Bit more speculative:
$NU (+0.29%) : I think fintech has a lot of potential and NU was valued quite cheaply compared to US- or EU-based counterparts. Could benefit from US recession if USD evaluates.
What are your thoughts? What would you add or lose? I'm thinking of adding $GOOG (-0.11%) when the current downtrend subsides. Does make the portfolio more tech-heavy but all companies are internationally oriented (in case of US recession) and should outperform in the longer term.
Thanks in advance!
$NOVO B (+2.99%) is currently on sale, so I bought another batch.
Today S&P reached an important support level and I started my buy strategy.
After that I bought back some $TROW (+0.16%) shares, $NVO (+3.62%) and $ENI (+0.52%)
And I was thinking to add to my portfolio one of those, $GOOG (-0.11%)
$META (+0.56%) or $MSFT (+0.62%) wich one would you choose?
$HIMS (+8.3%)
$LLY (+2.9%)
$NOVO B (+2.99%)
$NVO (+3.62%)
$NOVO B (+2.99%) introduces NovoCare ® Pharmacy, which lowers the cost of all doses of FDA-approved Wegovy ® (semaglutide) to $499 per month and offers convenient home delivery for cash-paying patients.
While 90% of patients taking Wegovy ® have a co-pay of $0 to $25 per month, this offer was developed to support patients who are self-pay and do not have insurance coverage.
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