Would you currently rather buy additional positions in your portfolio or add new shares to your portfolio?

I am currently short these positions:

$ASML (+14,68 %) (-17%) (actually position full)

$NVDA (+18,56 %) (-20%) (position actually full)

$GOOGL (+9,72 %) (-15%)

$VST (+16,73 %) (-20%)

$HIMS (+13,78 %) (-22%)

$AMZN (+11,65 %) (-2%)

that I would like to get new

$MC (+9,2 %)

$MELI (+8,61 %)

$SPOT (+10,26 %)

$MSCI (+8,89 %)

$UBER (+12,54 %)

$SIE (+12,28 %)

$MUX (+8,79 %)

Hello Community,

My bonus will hopefully arrive at the end of April and of course I want to invest it. I'm currently toying with the idea of dividing it up roughly as follows:

• 25% in $IWDA (+8,51 %) / MSCI World
• 15% in $MEUD (+6,88 %) / EuroStoxx Europe 600
• 10% in $BTC (-1,13 %)

For the rest, I would like to lower my entry prices depending on the market situation:

• $MSFT (+10,18 %)
• 
  $NVDA (+18,56 %)
• 
  $GOOGL (+9,72 %)
• 
  $NOVO B (+6,73 %)
• 
  $AMZN (+11,65 %)
• 
  $AMD (+24,32 %)
• 
  $NKE (+10,96 %)
• $HIMS (+13,78 %)

Possible first entries would be the following:

• $AAPL (+14,14 %)
• 
  $CMG (+10,63 %)
• 
  $RACE (+8,67 %)
• 
  $V (+8,62 %)
• 
  $BSX (+7,04 %)
• 
  $BLK

In the end, one or the other will certainly be thrown out, as I don't get a million-dollar bonus here 😥. The investment period is > 15 years, so I'm not even trying to time it here, unless the prices have gone up 40% by the end of April, which I'm not assuming. I am well aware that the MSCI World already tracks a lot of the individual stocks.

Do you still have any exciting quality stocks that are worth a look?

Thanks!

Still massively down this morning, now massively up again. Someone needs to explain that... $HIMS (+13,78 %)

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+14,98 %)

Alphabet $GOOGL (+9,72 %)

Amazon $AMZN (+11,65 %)

ASML $ASML (+14,68 %)

Axon $AXON (+11,81 %)

Cadence $CDNS (+15,04 %)

Constellation Software $CSU (+10,51 %)

Crowdstrike $CRWD (+16,81 %)

Fair Isaac $FICO (+10,29 %)

Hermes $RMS (+9,46 %)

Intuit $INTU (+9,48 %)

Intuitive Surgical $ISRG (+14,4 %)

Mastercard $MA (+7,68 %)

Meta $META (+14,91 %)

Netflix $NFLX (+9,52 %)

Microsoft $MSFT (+10,18 %)

Palantir $PLTR (+19,19 %)

Tesla $TSLA (+22,96 %)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+11,13 %)

Costco $COST (+6,41 %)

Ferrari $RACE (+8,67 %)

Moody's $MCO (+10,21 %)

MSCI $MSCI (+8,89 %)

Transdigm $TDG (+7,21 %)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+13,78 %)

Robinhood $HOOD (+25,33 %)

Roblox $RBLX

Shopify $SHOP (+17,29 %)

Spotify $SPOT (+10,26 %)

The Trade Desk $TTD (+19,75 %)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

In recent days, I have been reading more and more that cryptocurrencies are decoupling from stock markets. Even that cryptocurrencies are currently much more stable than equities. On the one hand, I understand the thought process, especially if you invest in stocks like $ELF (+7,35 %)
$HIMS (+13,78 %)
$NU (+9,19 %) etc invested in stocks.

On the other hand, many people forget that $ETH (-1,96 %)
$SOL (-1,75 %) etc have already lost more than 50% in value and are in a bear market. Only $BTC (-1,13 %) is still holding up reasonably well, although it won't be long before $BTC (-1,13 %) shares and other cryptocurrencies follow suit and suffer further losses. So the correlation is still there and it will not change. I hope you are still standing on the sidelines and have not yet dared to enter again 😕 The buying opportunities are yet to come 🤑

$HIMS (+13,78 %) is a pure US domestic market player

My thoughts on the potential impact of tariffs on Hims:

Direct factors:

they do not export

they produce in the USA

-> Not directly affected by tariffs

Indirect factors:

The greatest danger is that increased inflation will reduce the consumer mood/budget of customers.

It could also be that their supply chains are affected by tariffs.

I therefore see little danger from the tariffs for Hims. At least significantly less than for many other US companies.

Am I missing something? Does anyone suspect further dangers?

What's on your shopping list?

Mine

$PRY (+17,14 %)

$CSL (+8,09 %)

$BLBD (+8,39 %)

repeat purchases $CACI (+4,41 %)
$HIMS (+13,78 %)
$TTD (+19,75 %)

$HIMS (+13,78 %) at -10% since my post yesterday

$HIMS (+13,78 %) officially launched Liraglutid yesterday at a price of $299/month

$HIMS (+13,78 %)
$LLY (+3,89 %)
$NOVO B (+6,73 %)