In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.

I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):

Hercules Capital $HTGC (-1,17 %) or Main Street Capital $MAIN (-0,95 %)
Chevron $CVX (-2,3 %)

Vinci SA $DG (-0,19 %)
United Parcel Service $UPS (-0,94 %)
3i Infrastructure $3IN (+1,09 %)
Iron Mountain $IRM (+0,83 %)
Micro Star International $MSS
Nextera Energy $NEE (-1,67 %)
Partners Group $PGHN (-3,02 %)
Itochu Shoji $8001 (-2,48 %)
Canadian National Railway $CNR (+0,93 %)
Svenska Cellulosa $SCA B (-0,73 %)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (-0,16 %)
Linde $LIN (-0,07 %)
John Deere $DE (-4,14 %)
Landstar Systems $LSTR (-5,76 %)
Dover Corporation $DOV (+0,76 %)
Alimentation Couche-Tard $ATD (+1,48 %)
ASML $ASML (-1,05 %)
Infineon Technologies $IFX (-1,39 %)
Sherwin-Williams $SHW (+2,2 %)
Tencent $700 (-0,8 %)
Microsoft $MSFT (-2,35 %)
S&P Global Inc. $SPGI (-0,16 %) or Moody's Corp. $MCO (+0 %)
Visa $V (-1,69 %) or Mastercard $MA (-2,14 %)
Ferrari $RACE (+0,81 %)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market

I think I will sell the following titles:

$NVDA (-3,43 %)

$AAPL (-5,01 %)

$MSFT (-2,35 %)

$TSLA (+0,75 %)

$LLY (-0,52 %)

$BRK.B (-0,62 %)

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 (-1,3 %)

$PFIZER

$JNJ (+0,37 %)

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

$HIMS (+0 %) remains, on the other hand.

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$KMB (+0 %)

$ECL (-0,64 %)

$CL (-2,4 %)

$PG (-0,73 %)

$KDP (-0,08 %)

$WM (+0,42 %)

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

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$AMD (-2,91 %) and $INTC (-3,21 %) 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 (+0,25 %)

$DGE (-0,99 %)

$ASSA B (-0,16 %)

$PAYX (+0 %)

$BMY (-1,47 %)

$ABBV (-2,68 %)

$IBM (+0 %)

$CVX (-2,3 %)

$OXY (-1,65 %)

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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.

When one door closes, another one opens. But we often look at the closed door for so long and with such regret that we don't see the door that has opened for us. - Alexander Graham Bell .

That's why we've brought a specialist for door openings into our portfolio.

The price is currently quite high, so only the mini tranche. But I wanted to put my foot in the door before it closes even further... Poetry day is over.

My depot is pleased to welcome Assa Abloy $ASSA B (-0,16 %) to welcome

Assa Abloy is a Swedish company specializing in the production of locking solutions and security systems. The group is considered one of the leading manufacturers. In many parts of Europe, America and Australia, the Group has established itself as one of the market leaders.

Everyone has certainly walked through an Assa Abloy door without knowing it. Banks, supermarkets, public buildings, etc. are customers of Assa Abloy.

Buy and leave is the goal 🤑🤞🏽