I am invested and the share has achieved good results. Analysts tend to recommend buying. According to sites like aktienfinder, there is an overvaluation that the share could grow into. But what is your general assessment? Is the economic performance weakening? Has anyone already sold a share? Will there be laws in the future to sustainably reduce healthcare costs? A law that is aimed more at the mediation structure is in the works

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5April Rebalancing: Strategic Shifts in the Portfolio
The semi-annual rebalancing of the SPDR S&P Developed Quality Aristocrats ETF ($QDEV (+0,6 %) ) has just been completed, bringing notable changes to the composition of this quality-focused investment vehicle.
Outgoing Companies:
- RELX PLC$REL (+0,08 %)
- Keyence Corporation $6861 (+0,97 %)
- London Stock Exchange Group plc $LSEG (+1,48 %)
- Booking Holdings Inc. $BKNG (+0,41 %)
- Industria de Diseno Textil S.A. (Inditex) $ITX (+0,39 %)
- Texas Instruments Incorporated $TXN (-1,58 %)
- Cencora Inc.$COR (-0,31 %)
- Coloplast A/S Class B$COLO B (+1,43 %)
- Moncler SpA $MONC (-2,72 %)
- Cardinal Health Inc. $CAH (-0,15 %)
- CAR Group Limited $CAR (-1,46 %)
- Waters Corporat $WAT (+0,54 %)
- Nova Ltd. $NVMI (+0,92 %)
- Monolithic Power Systems Inc. $MPWR (+1,24 %)
Incoming Companies:
- Alphabet Inc. Class C$GOOG (+3,5 %)
- Nintendo Co. Ltd.$7974 (+1,17 %)
- S&P Global Inc. $SPGI (-0,3 %)
- InterContinental Hotels Group PLC $IHG (+0,48 %)
- Bristol-Myers Squibb Company $BMY (-0,25 %)
- Intercontinental Exchange Inc. $ICE (+0,14 %)
- Regeneron Pharmaceuticals Inc. $REGN (-1,18 %)
- Motorola Solutions Inc. $MSI (-0,69 %)
- Marriott International Inc. Class A $MAR (+0,15 %)
- Hilton Worldwide Holdings Inc. $HLT (+0,02 %)
- Industrivarden AB Class C$INDU C (-2,04 %)
- EMS-CHEMIE HOLDING AG$EMSN (-0,45 %)
- D'Ieteren Group SA/NV $DIE (-0,3 %)
- Electronic Arts Inc. $EA (-0,65 %)
- CK Infrastructure Holdings Limited $1038 (+0,04 %)
This rebalancing aligns QDEV with evolving market conditions while maintaining its focus on quality companies with strong financial foundations. For investors seeking exposure to financially robust global corporations, these changes appear strategically sound, particularly with the inclusion of resilient tech giants and hospitality leaders positioned for growth.
Will this prove to be a winning choice? The fundamentals certainly suggest so.
$ABC (-0,31 %) I would be interested to know if anyone here knows this company better and what you say about it. I think the growth rates are very strong and the chart looks wonderful. Especially since they make a turnover of 238,59Mrd$ with a market capitalization of 36Mrd$. Now comes the point that I can't quite put my finger on. The company has a net profit margin of only 0.71% in fiscal 2022, would this be acceptable to you given the growth or is the risk of an operating loss too high?
In addition, the debt is relatively high
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