$NOVO B (+0,19 %) Compared to tirzepatide of $LLY (+0,02 %) a 2.4-milligram dose of Wegovy showed a significantly higher risk reduction of 57 percent higher risk reduction for heart attack, stroke and cardiovascular-related death or death from any cause during treatment without gaps of more than 30 days, according to the Danish drug manufacturer.

Data from more than 21,000 patients presented at the European Society of Cardiology meeting in Madrid also showed that the risk of heart disease and death from any cause decreased by 29 percent in Wegovy users compared to tirzepatide users, regardless of any gaps in treatment.

The results could give Novo a boost, as the company has lost market share to Zepbound in the US.

Source: https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3UN05O:0/

$KTN (-1,41 %) take advantage of the tiny dip and if it goes down in the next few months I'll increase the position a little. I am satisfied with the business model as well as with the figures and the CEO. Hope the company can continue to build trust with the customers.

$GOOGL (+0,48 %) and I may also increase my position if there is another small dip after tomorrow's nvidia figures. Because I'm a little envious of the position I've built up with my gatin 😅.

$NOVO B (+0,19 %) so I will keep novo at 100 shares for the time being, I am very satisfied with the entry, profits. Nevertheless, if the price goes up again at 250kmh by the end of the year, I will take profits again and keep the profits I have made over the year in the form of shares. ✌️

Then I decided on $GDRX . This is a drug platform on which Americans can obtain medicines more cheaply. In view of the US administration's efforts to reduce drug prices, I think this is a promising opportunity for the future. Incidentally, one of the first partners to market their products via the platform is the very popular $NOVO B (+0,19 %)

A small addition: the title is not yet tradable in Germany.

After things have been going very well with equity investments recently, I added 2 new opportunities to my portfolio yesterday, with a target of at least 100%.

The first would be $GPCR . A biotech company. Developed in the slimming market. According to initial studies, the preparation is said to have improved the effectiveness of $NOVO B (+0,19 %) and $LLY (+0,02 %) in some areas.

In addition to the chance of positive market launches, I also see good opportunities for takeovers by pharmaceutical giants who also want a foothold in the market.

$NOVO B (+0,19 %)

that was Wie die Deutsche Sagen oder eben immer SchönReden GegenBewegung 38 Euro / 48 Euro

Jeztz Gehts richtig los

With the interest rate cut in the US, capital invested in money market funds (short-term deposits that are paying around 5% in $) is starting to be invested in riskier assets. Investors are moving capital to try to maintain or increase yields, and a large part of this flow may go into shares. Capital in deposits is at an all-time high (7.4 trillion) and part of this could enter the market. In addition, in the medium term, the economy should heat up with the rate cut.

$AMZN (-1,14 %)
$GOOG (+0,54 %)
$CRM (+0,49 %)
$NOVO B (+0,19 %)
$NVDA (-3,22 %)
$PLTR (-0,78 %)
$O (+0,85 %)
$IREN (+6,73 %)
$ASML (-2,81 %)
$VICI (+0,84 %)

I am currently restructuring my portfolio and would like to keep the ACWI as the core and have a mix of growth and quality individual stocks with a long investment horizon as satellites. I have currently selected the following stocks:

$NVDA (-3,22 %)

$GOOGL (+0,48 %)

$AMZN (-1,14 %)

$2330

$BRK.B (+0,78 %)

$ASML (-2,81 %)

$V (+0,58 %)

$NOVO B (+0,19 %)

$FTNT (-0,6 %)

$SOFI (-1,98 %)

$CSU (+3 %)

However, this selection is very tech and USA focused. Do you have any suggestions or alternatives? For example, I have $LIN (-0,44 %) , $SAP (-1,68 %) , $SIE (+0,05 %) and $CAT (-0,76 %) or $DE (-1,9 %) on the watchlist. What do you think?