AMN Health Srv

This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄

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What do you think about the selection? Would you have replaced one stock with another? 🤔

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At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁

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Do you guys have a replacement candidate for UFP? 🤔

#halal
#investieren

Current tenbagger portfolio:

$FIVE (-2,51 %)
$NVDA (-3,43 %)
$WCH (-5,72 %)
$CPRT (-0,22 %)
$TRI (-0,38 %)
$BOOT (+2,43 %)
$UFPI (-3,22 %)
$WSM (-5,74 %)
$BILL (-0,51 %)
$AMN (-2,71 %)

The new position in the Tenbagger portfolio after Lynch! 😉

More about the strategy here:

https://www.patreon.com/posts/64094946

The detailed background to the purchase follows on http://halal-investieren.de/patreon

At this point, however, it can already be said that many of Lynch's selection criteria are met - with the PEG ratio at the forefront: earnings are rising faster than the share price. Undiscovered potential?🧐