Arista Network in the portfolio for a change, although I would have liked to get it cheaper.

Hello everyone,

Do you think it's possible to retire early with the portfolio?

At...80?

I would like to get out of many stocks as soon as I am in the black and reinvest.

The plan is to get out of:

$AMAT (+0,18 %)

$ANET (+0,51 %)

$DELL (+1,44 %)

$SOL (-0,71 %)

$BBAI (+0,88 %) I would like to reduce my position and possibly wait for a new entry.

What is your opinion, what can you recommend?

• I am looking forward to your opinions.

Hello my dears...

There have been adjustments to the Sina 40

Out:

$JNJ (-0,08 %)
$ALV (+0,25 %)
$CS (-0,19 %)
$NVDA (+1,22 %)
$7974 (+1,55 %)
$ULVR (-1,72 %)
$NFLX (+0,19 %)

NVIDIA only 50%

apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)

In:

$ANET (+0,51 %)
$ORCL (+0,04 %)
$6857 (+6,39 %)
$AVGO (+0,73 %)
$TXN (+0,97 %)
$COST (-0,32 %)

Stocked up:

$AAPL (-0,36 %)

$QCOM (+0,3 %)

The remaining cash is € 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40

PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y

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 (-0,17 %) against $SYK (-0,24 %) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (-1,91 %) 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 (+0,24 %) + ~10k

$GRAB (+0,6 %) + ~1k to (3.38)

$BLK (-0,47 %) + ~ 1.3k (678)

$ASML (-1,48 %) + ~2.7k (555,45)

$GOOGL (+0,88 %) + ~ 1.5k (124,66)

$MPWR (+0,32 %) + ~ 1.6k (409,21)

$SOFI (+0,64 %) + ~ 0.7k (7,78)

$LIN (-0,18 %) + ~ 1.1k (388,20)

$QCOM (+0,3 %) + ~ 1.5k (113,62)

$CRWD (+0,44 %) + ~ 0.9k (289,75)

$MSCI (-0,15 %) + ~1.3k (451)

$V (-0,15 %) + ~ 1.4K (274)

$AMZN (+0,29 %) + ~ 1.4K (159,74/159,34)

$MSFT (+0,08 %) + ~ 1.7k (335/337,75)

$MC (-1 %) + ~ 1.9k (482,31)

$NOVO B (-1,04 %) + ~ 2.5k (51,68)

$ABBV (-0,19 %) +~ 1.5k (152)

$NVDA (+1,22 %) +~ 2k (85,04)

$UNH (-0,04 %) +~ 1.7k (336,30)

$PEP (-0,21 %) +~ 1.1k (114,97)

$MRK (-0,15 %) +~ 1k (67,70)

------------------

now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇

$SYK (-0,24 %) ~ 2.1k (305,72)

$META (+0,42 %) ~ 1.4k (467,30)

$AVGO (+0,73 %) ~ 1.1k (156,76)

$ISRG (-0,24 %) ~ 1.6k (398,30)

$SPGI (+0,14 %) ~ 1.2k (403,22)

$ANET (+0,51 %) ~ 1.8k (70,50/58,65)

$UNP (-0,19 %) ~ 0.9k (187,56)

$CAT (+0,31 %) ~ 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 ✌️

• Revenue was $2.005 billion, an increase of 3.9% compared to the fourth quarter of 2024 and an increase of 27.6% compared to the first quarter of 2024
• GAAP net income of $813.8 million, or $0.64 per diluted share, compared to GAAP net income of $637.7 million, or $0.50 per diluted share, in the first quarter of 2024.
• In May 2025, Arista's Board of Directors approved an additional repurchase program of up to $1.5 billion The actual timing and size of repurchases will depend on market and business conditions, capital requirements, share price, acquisition opportunities and other factors.

Source

https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-First-Quarter-2025-Financial-Results/default.aspx