I challenge you to critique my current holdings. Any critique is welcome. Go!
Here are my current holdings:
Puestos
54Guidelines for the 2025 financial year:
Other key figures for the first quarter:
Management:
When I‘m screening markets for my investable universe I look for high-quality compounders with:
In detail I’m screening for:
Here are my current holdings:
Today I‘m sharing with you my main portfolio. This doesn’t include any ETF investments and crypto currencies / gold etc. since I want to focus my presence on getquin on stock-picking.
Read my 3-part portfolio strategy posts to get the full picture - here are just the main pillars of what I‘m doing:
I like to divide my holdings into „core holdings“ (forever stocks) and „trend picks“ (2030 stocks) as follows:
Core Holdings (“Forever Stocks”):
Growth Picks (“2030 Stocks”):
I use the 7 Powers framework from the book “7 Powers: The Foundations of Business Strategy” by Hamilton Helmer. It’s a killer framework for understanding why some businesses create lasting value and compound returns over time.
Each “Power” is a sustainable strategic advantage that lets a company generate outsized returns for a long time. I ask the 7 questions for each stock I am considering to buy.
1. Counter-Positioning
2. Scale Economies
3. Switching Costs
4. Network Effects
5. Branding
6. Cornered Resource
7. Process Power
If I had to chose one, Network effects would be the most important one for me.
Here are my current holdings:
I would probably pick the following 3, if I really had to buy now and hold for 5+ decades.
1. L’Oréal $OR (+2,2 %)
Why it’s high conviction:
2. S&P Global $SPGI (+0,36 %)
Why it’s high conviction:
3. Microsoft $MSFT (-0,37 %)
Why it’s high conviction:
Here are my current holdings:
First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅
As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈
since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹
At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆
In my portfolio introduction post, I mentioned that I would like to $DHR (+0,88 %) against $SYK (-0,28 %) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+2,2 %) I also parted with
I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂
I tried as best I could to increase "every" position in the portfolio a bit🧐
First of all, I'll mention the positions that were further expanded
$VWCE (-0,3 %) + ~10k
$GRAB (+0,07 %) + ~1k to (3.38)
$BLK (-0,07 %) + ~ 1.3k (678)
$ASML (-0,5 %) + ~2.7k (555,45)
$GOOGL (-0,25 %) + ~ 1.5k (124,66)
$MPWR (+0,93 %) + ~ 1.6k (409,21)
$SOFI (-3,16 %) + ~ 0.7k (7,78)
$LIN (-0,29 %) + ~ 1.1k (388,20)
$QCOM (-0,39 %) + ~ 1.5k (113,62)
$CRWD (-0,57 %) + ~ 0.9k (289,75)
$MSCI (-0,44 %) + ~1.3k (451)
$V (-0,08 %) + ~ 1.4K (274)
$AMZN (-0,27 %) + ~ 1.4K (159,74/159,34)
$MSFT (-0,37 %) + ~ 1.7k (335/337,75)
$MC (+0,4 %) + ~ 1.9k (482,31)
$NOVO B (+2,3 %) + ~ 2.5k (51,68)
$ABBV (+0,3 %) +~ 1.5k (152)
$NVDA (-0,89 %) +~ 2k (85,04)
$UNH (-0,69 %) +~ 1.7k (336,30)
$PEP (+0,06 %) +~ 1.1k (114,97)
$MRK (+1,84 %) +~ 1k (67,70)
------------------
now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇
$SYK (-0,28 %) ~ 2.1k (305,72)
$META (+1,57 %) ~ 1.4k (467,30)
$AVGO (+0,77 %) ~ 1.1k (156,76)
$ISRG (+0,36 %) ~ 1.6k (398,30)
$SPGI (+0,36 %) ~ 1.2k (403,22)
$ANET (+0,47 %) ~ 1.8k (70,50/58,65)
$UNP (-1,06 %) ~ 0.9k (187,56)
$CAT (-0,33 %) ~ 1.5k (246,50)
(I hope I have not forgotten anything)
I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬
Now I'm curious to see what you've bought, my dear investors?
Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣
thanks again for reading 🥸
in that sense
have a nice weekend ✌️
My Portfolio is a selection of 15-25 companies which I am buying and planning on never selling. The overall criteria for my #investableuniverse are the following. I will go in-depth in another post:
Here are my current holdings:
Principales creadores de la semana