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Novo-Nordisk ADR repsg 1 B
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Discussion about NVO
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47Looking for input
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 (-1.75%) and $VFEM (-1.73%) , recently added $EUE (-0.93%) 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 (-2.41%) but preferably to make some additional gains. In summary:
Tech:
$NVDA (-2.82%) : committed after the post-Deepseek dip, will just wait out all the short-term turbulence
$AMZN (-4.95%) : doesn't need additional info.
$ASML (-2.28%) : ditto
$VRT (-4.34%) : 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 (-2.29%) : I have a lot of faith in the GLP1-narrative, stock is very undervalued
$LLY (-0.99%) : same at NVO, got pummeled hard recently but in longer term another good bet in the GLP1-race.
Divident:
$ALV (-0.53%) : popular German insurance company. Divident-wise, I have more faith in insurance companies than banks. Banks also face more headwinds due to fintech.
$ASRNL (-0.95%) : comparable to Allianz, solid, no-nonsense Dutch insurance company.
Bit more speculative:
$NU (-6.73%) : 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 (-5.69%) 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!
I don't know how much money you have invested, but if it's less than €10,000, I would recommend building a solid foundation with ETFs first and gaining some experience.
Additionally, I would stick with the strategy you have now and not abandon it too quickly. Constantly switching back and forth rarely leads to success, so stay the course.
If your individual stock positions are only around €100 each, or even less, I would simply put that money into an ETF instead.
Novo Nodrsik in the windfall sale
$NOVO B (-3.33%) is currently on sale, so I bought another batch.
S&P 500 and more
Today S&P reached an important support level and I started my buy strategy.
After that I bought back some $TROW (-3.41%) shares, $NVO (-2.29%) and $ENI (-1.06%)
And I was thinking to add to my portfolio one of those, $GOOG (-5.69%)
$META (-5.26%) or $MSFT (-3.93%) wich one would you choose?
NOVO NORDISK LAUNCHES NOVOCARE PHARMACY ON THE MARKET
$HIMS (-9.32%)
$LLY (-0.99%)
$NOVO B (-3.33%)
$NVO (-2.29%)
$NOVO B (-3.33%) 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.

Podcast episode 77 "Buy High. Sell Low."
Podcast episode 77 "Buy High. Sell Low."
Subscribe to the podcast to get Novo & AMD back on track.
00:00:00 Novo Nordisk $NVO (-2.29%)
$LLY (-0.99%)
00:26:00 BYD $1211 (-1.88%)
$TSLA (-5.06%)
00:44:30 Nu Holdings $NU (-6.73%)
01:07:00 AMD $AMD (-4.24%)
$NVDA (-2.82%)
$INTC (-4.45%)
01:29:00 Election programs SPD & Greens
Spotify
https://open.spotify.com/episode/5PLVDJVROTrUKYtHMWj2Yz?si=5PvCiTPWRPaYPyQ3XcV-Iw
YouTube
https://youtu.be/Z2WkTM1NB6M?si=gXx_9DWNQpwkbDna
Apple Podcast
Homeruns
Have you had any home runs (from +15% price jump) this earnings season?
I haven't yet - hope for $ELF (-1.05%) and $RIVN (-4.98%) ...
... but I've also been hoping for $NVO (-2.29%) , $ARM (-4.82%)
$AMD (-4.24%)
$LLY (-0.99%) in vain so far ...
Novo Nordisk Q4'24 Earnings Highlights:
🔹 Q4 Revenue: DKK 85.68B (Est. DKK 80.29B) 🟢
🔹 Q4 Wegovy Sales: DKK 19.9B; More than doubled YoY
🔹 FY Revenue: DKK 290.40B (Est. DKK 285.57B) 🟢; UP +25% YoY
🔹 FY EBIT: DKK 128.34B (Est. DKK 125.96B) 🟢
Regional Breakdown:
🔹 North America Revenue: UP +30% YoY
🔹 International Operations Revenue: UP +17% YoY
Q4 Operating Metrics:
🔹 Operating Profit: DKK 36.7B (Est. DKK 33.6B) 🟢; UP +37% YoY
FY'25 Outlook:
🔹 Sales Growth: 16%-24% at CER
🔹 Operating Profit Growth: 19%-27% at CER
🔹 Sales and profit growth in DKK expected to be 3pp and 5pp higher than CER
Operational & Strategic Updates:
🔸 Completed acquisition of three Catalent manufacturing sites
🔸 R&D Progress: CagriSema and Semaglutide trials show superior weight loss efficacy
🔸 Dividend: Board to propose DKK 7.90/share final dividend (Total 2024 dividend: DKK 11.40/share, UP +21% YoY)
CEO Lars Fruergaard Jørgensen's Commentary:
🔸 "Strong 2024 performance with 26% sales growth, benefiting over 45M people globally. Focus remains on commercial execution, expanding R&D pipeline, and scaling production capacity in 2025."
Novo nordisk, first purchase
Coming in strong with this on the basis that I previously held zero Med and i have seen some regulars mention it a lot.
Intention, hope for good earnings report and dump at 10k or more.
Am I stupid? Honestly question i ask every day.
Thumbs up = good
Sos = not good
First purchase
I opened my first position in Novo Nordisk today. In my opinion, the theme of weight loss, insulin and obesity will remain intact over the next few years. The valuation of $NVO has already come down a few notches and a bottom may have begun. You can never tell whether there will be a bigger discount, but then you could buy a little more.
Risks: The whole story with the customer injections has turned out to be nonsense ;)