My goal is to beat the market, I'm still relatively young and want to see if I can do it, if not I'll put everything in an etf in 5 years.

Regarding my portfolio, I currently have a cash ratio of 23-25% depending on the fluctuations in the last month.

Purchases of existing stocks:

I plan to increase the financial stocks by 50%, $CG (-17,97 %)
$KKR (-12,85 %)
$APO (-14,61 %)
$TPG (-16,19 %) .

In addition, a little $DMP (-1,3 %) by 25%.

Sales:

I made the mistake of wanting to $EVO (-0,42 %) and $CPRX (-3,11 %) trade, but then I was too greedy.

I am convinced of both positions in the long term but not in this size in the portfolio, which is why I will reduce both stocks by 33%.

Potential purchases:

$HALO (-1,84 %)
$CUV (-3,38 %) - Will invest a little extra, otherwise just the 33% from sale of $CPRX. Both around 50 - 50

$SL (-1,26 %) - the same as $TISG (-3,42 %)

$KSPI (-4,36 %) - about as high as $MUM (-0,84 %)

$FIH.U (-2,27 %) - about as high as $MUM (-0,84 %)

$2GB (+0,71 %) - about as high as $MUM (-0,84 %)

$M12 (-2,23 %) - about as high as $MUM (-0,84 %)

$CPR (-1,42 %)
$DGE (-0,06 %)
$RI (-1,39 %) - I'll wait and see, but I can imagine that they will develop in a similar way to the tobacco shares. Since I don't want to decide, I'll just buy three for the sum of one. And divide the amount between these 3.

In general:

I'm generally a fan of putting together baskets like with alcohol or the yacht builders.

What would you change because you see a high risk? I am relatively poorly positioned in the tech sector, do you have any other titles that I could take a closer look at in this area?

I have increased my existing position of $DGE (-0,06 %) by € 270 (originally ~€1000). In my view, the setback offered an attractive opportunity to improve the purchase price.

🔍 Reasons:

- Fundamentally still convincing

- Long-term recovery potential, until then the dividend can be reassuring

- Customs fears possibly not fundamental or long-term

Buy the dip - with a sense of proportion. 👀💸

James Bond is not only the world's most famous secret agent, but also an icon of style and exclusivity. If 007 were to invest in the financial markets, he would certainly have his favorites.

His stock picks would be dominated by luxury, technology, innovative defense and strong global brands. Here are four stocks that would fit perfectly into James Bond's portfolio.

$AML (+0 %) Aston Martin Lagonda (ISIN:GB00BN7CG237) - 007's ride:

Why? No James Bond movie without an iconic Aston Martin. The British luxury brand has been inextricably linked with the secret agent for decades. Although Aston Martin has had difficult economic phases, the future could look brighter with the strategic realignment and new electric models.

Bond factor: exclusivity, tradition and a hint of danger - Aston Martin is the logical choice.

Personally, however, I would definitely steer clear of it.

$MC (-4,43 %) LVMH (ISIN: FR0000121014) - Luxury that Bond loves

Why? Whether it's fine watches, exclusive suits or expensive champagne - Bond values luxury. LVMH (Louis Vuitton Moët Hennessy) is the world's leading luxury group and unites brands such as TAG Heuer, Dom Pérignon and Berluti (bespoke shoes). In "The Touch of Death" from 1987, Bond even wears a TAG Heuer watch - albeit for the first and last time. Although Bond prefers a "Bolly" (Champagne Bollinger) when choosing his champagne, he would certainly not be averse to a Dom Pérignon either 😉

Bond factor: Stylish elegance paired with economic power - an investment with class.

I also find the share very interesting and see significant potential here.

$BA. (+0 %) BAE Systems (ISIN: GB0002634946)

Why? As an MI6 agent, Bond has access to the most advanced weapons systems and intelligence technologies. BAE Systems is one of the largest defense contractors in the world, based in London.

Bond factor: cutting-edge military technology and from 🇬🇧 UK. A must-have for 007.

For a defense company, the P/E ratio of around 25 is still fairly valued and offers upside potential if the defense industry continues to flourish.

$DGE (-0,06 %) Diageo (ISIN: GB0002374006) - For the perfect martini

Why? "Shaken, not stirred" - James Bond coined what is probably the most famous cocktail order in the world. Diageo is one of the largest spirits groups in the world and owns brands such as Tanqueray Gin and Smirnoff Vodka - the basis for Bond's Martini.

Bond factor: Indulgence with a touch of decadence - and a defensive investment in the consumer sector.

Personally, I would not invest in Diageo at the moment, as I think there are more interesting stocks.

With this portfolio, James Bond would not only be investing in style, but also in companies with prestige, technology and global appeal.

Which stock do you think is missing? Would 007 bet on crypto or would he stick to classic investments?

1 Meta Platforms (A)

Meta is investing heavily in AI and the metaverse - an exciting tech giant with solid cash flow after the correction.

2. paypal

Fintech giant with a strong market position in digital payments - currently valued more favorably due to the correction.

3. realty income

Stable dividend payer ("Monthly Dividend Company") from the real estate sector - down due to interest rate concerns, now an attractive entry point.

4. salesforce

Market leader in CRM software with good growth prospects - the correction is pushing the price down to a more interesting level.

5 Shopify (A)

E-commerce enabler with potential to profit from global online trade - more attractive again after setbacks.

6. target

Solid retail company with stable sales - fallen due to economic uncertainties and now valued more excitingly.

7 The Trade Desk (A)

Profiteer of growing digital advertising - currently cheaper due to tech sector correction.

8 Zeta Global Holdings

Growing in data-driven marketing - still a small cap with opportunities due to current valuation weakness.

9 Alphabet (A)

Google parent with strong AI and cloud position - correction offers long-term investors favorable entry opportunities.

10. amazon.com

Market leader in e-commerce and strong in the cloud sector (AWS) - currently more exciting again after declines.

11. ASML

Monopolist in EUV lithography machines for the chip industry - cheaper due to market downturn, but essential in the long term.

12. diageo

Strong consumer goods stock (e.g. spirits) - currently under pressure due to economic concerns, which creates good opportunities for additional buying.

13. HCA Healthcare

Largest private hospital operator in the USA - defensive business model, more interesting valuation after the correction.

14. Lam Research

Important supplier for the semiconductor industry - currently affected by the weak semiconductor market, but enormously important in the long term.

With these words, I wish you a pleasant Sunday evening and a successful week! $META (-7,03 %)
$LRCX (-10,47 %)
$HCA (-1,68 %)
$DGE (-0,06 %)
$ASML (-7,33 %)
$AMZN (-6,32 %)
$GOOGL (-3,55 %)
$ZETA (-6,3 %)
$TTD (-11,19 %)
$TGT (-8,31 %)
$SHOP (-11,05 %)
$CRM (-5,58 %)
$O (-1,43 %)
$PYPL (-7,18 %)

#etfs
#dividends
#stockanalysis
#aktien
#tech

What is your assessment? I think the bottom has been reached

The following shares reached a 52-week low during the course of the day today:

Nike $NKE (-9,93 %)

Novo Nordisk $NOVO B (-2,25 %)

Dollar General $DG (+7,21 %)

Hershey Foods $HSY (+0,24 %)

Biogen $BIIB (-1,07 %)

Diageo $DGE (-0,06 %)

Krispy Kreme $DNUT (-9,4 %)

Kohl's $KSS (-19,63 %)

I think I will sell the following titles:

$NVDA (-6,05 %)

$AAPL (-6,25 %)

$MSFT (-2,62 %)

$TSLA (-3,59 %)

$LLY (-3,56 %)

$BRK.B (-2,23 %)

These stocks are very heavily represented in the MSCI World. This reduces cluster risk and frees up capital for speculative growth stocks.

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The REITs remain for the time being as they have positive momentum and will benefit strongly from future interest rate cuts.

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$MRK (-2,01 %)

$PFIZER

$JNJ (+1,02 %)

Flying out as I don't understand the industry well enough.

$HIMS (-7,12 %) remains, on the other hand.

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$KMB (-1,71 %)

$ECL (-5,16 %)

$CL (+2,27 %)

$PG (-0,76 %)

$KDP (-1,24 %)

$WM (-0,91 %)

Defensive stocks are out, as no excess return is to be expected here.

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$AMD (-7,86 %) and $INTC (+2,5 %) These are my turnaround candidates, as soon as this is completed, they are out

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The following titles are also on the hit list:

$SCI (-1,98 %)

$DGE (-0,06 %)

$ASSA B (-4,83 %)

$PAYX (-2,57 %)

$BMY (-3,71 %)

$ABBV (-1,57 %)

$IBM (-3,23 %)

$CVX (-6,89 %)

$OXY (-10,69 %)

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What do the more experienced among you say? Are there any titles on my list that are worth keeping? Do you see any gross misjudgments? Do you have any suggestions for improvement?

Thanks in advance.

First purchase $DGE (-0,06 %)

I made my first purchase after today's fall in the share price. I have been following the share for years, but then favored other stocks.

Now it has been beaten down properly and fits well into the portfolio with its dividend history.

Who has also bought?