2Semana·

Looking for input

So I just realised that I've been investing for exactly 1 year and 1 week, so I thought this would be a good moment to reflect. I'm 36, the total portfolio size is 50k+ and the money isn't needed in short term. My portfolio summarised:

1. ETF core, 50% at minimum: $VDEV (-0,72 %) and $VFEM (+0,26 %) , recently added $EUE (-0,37 %) as I see more potential in the EU than in the US in the short-medium term. I like how a combination of these 3 ETFs allows for more adaptability than simply putting everything in a world ETF. Plus, the TER is a bit lower.

2. Individual stocks, max 10 positions, only including companies that I understand and have faith in that they will perform well in the next couple of years. The goal is to at least match $IWDA (-0,04 %) but preferably to make some additional gains. In summary:

Tech:

$NVDA (+1,52 %) : committed after the post-Deepseek dip, will just wait out all the short-term turbulence

$AMZN (-1,34 %) : doesn't need additional info.

$ASML (-0,39 %) : ditto

$VRT (+0,48 %) : see one of my previous posts on GQ. Bit too volatile for me now, but when the AI-hype picks up again, will perform well.

Health:

$NVO (-2,15 %) : I have a lot of faith in the GLP1-narrative, stock is very undervalued

$LLY (+1,44 %) : same at NVO, got pummeled hard recently but in longer term another good bet in the GLP1-race.

Divident:

$ALV (+1,02 %) : popular German insurance company. Divident-wise, I have more faith in insurance companies than banks. Banks also face more headwinds due to fintech.

$ASRNL (+0,35 %) : comparable to Allianz, solid, no-nonsense Dutch insurance company.

Bit more speculative:

$NU (+4,04 %) : I think fintech has a lot of potential and NU was valued quite cheaply compared to US- or EU-based counterparts. Could benefit from US recession if USD evaluates.

What are your thoughts? What would you add or lose? I'm thinking of adding $GOOG (-0,6 %) when the current downtrend subsides. Does make the portfolio more tech-heavy but all companies are internationally oriented (in case of US recession) and should outperform in the longer term.

Thanks in advance!

12Puestos

3,21 %

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11 Comentarios

CaptainRTL@CaptainRTL

1Semana

That's quite an interesting strategy you're following. With individual stocks, you should check the weighting of your ten positions once a year and see if any rebalancing is necessary. And as I see it, 50% is in ETFs. A classic core-satellite strategy.

I don't know how much money you have invested, but if it's less than €10,000, I would recommend building a solid foundation with ETFs first and gaining some experience.

Additionally, I would stick with the strategy you have now and not abandon it too quickly. Constantly switching back and forth rarely leads to success, so stay the course.

If your individual stock positions are only around €100 each, or even less, I would simply put that money into an ETF instead.

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Nova

@Nova_portfolio

1Lun·

$VRT: buying the current dip

Is anyone else buying in on the current dip of Vertiv Holding ($VRT (+0,48 %) )? In short:

+ solid company that keeps on beating growth estimates

+ expected large growth in the upcoming years due to increased datacenter demand

+ corrected nicely in the past few months, with another ~ 8% off this Friday

+ current price targets are $~135, with current price at ~$95 implicating ~42% potential upside

However, I see several risks:

- there's significant competition in its datacenter business with no clear moat

- part of its expected value is major companies spending billions on rapid AI expansion. If budgets would be reduced, VRT's growth could be reduced

- the company has a significant debt (~2 billion net debt in September 2024), increasing the risks if growth or profitability is reduced

Am I missing any important pros and cons? Who else is invested and why/why not?

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2 Comentarios

Julius@Aktienmeer

1Lun

I already bought the last dip couple weeks ago of -20 or -23% to the latest high.

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X N.

@ngoog

1Lun·

European boom in data centers

Hi everyone,

I myself am betting a lot on the American AI growth with data centers with stocks like $VRT (+0,48 %) , $VST (+2,02 %) .

Since I've read a lot recently that Europe is slowly waking up and spending money on its own data centers and Microsoft, for example, wants to build two new data centers in Germany, I wanted to start a discussion, which stocks do you think will benefit from this?

Which leading companies do we have in Europe itself? $ENR (+0,09 %) ?

Which US companies will also benefit from Europe?

What is your opinion?

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3 Comentarios

Leo@wealth_maximizer_149

1Lun

$HOT

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Cashflow I.

@Cashflow_Investor

1Lun·

Vertiv exceeds Q4 forecasts thanks to strong data center business

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7 Comentarios

Tenbagger2024@Tenbagger2024

1Lun

Tesla would be happy to have had such increases.

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B. T.

@Aktienhauptmeister

1Lun·

On and on...

Next week won't be boring either 🫡

There's something for everyone 😁

What numbers are you looking forward to? 🧐

$MCD (+0,31 %)
$VRTX (+0,23 %)
$KO (+0,28 %)
$SPGI (+0,85 %)
$VRT (+0,48 %)
$PANW (+2 %)
$CVS (-2,21 %)

$MEDP (-1,82 %)
$ACLS (-3,09 %)
$THC (+1,82 %)
$TTD (-0,53 %)
$CSCO (-0,93 %)
$APP (+3,44 %)
$HOOD (-1,77 %)
$DE (-1,02 %)
$AMAT (+1,31 %)
$ABNB (-0,2 %)

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2 Comentarios

SemiGrowth@SemiGrowth

1Lun

Go $APP go🥹
$MEDP $DB1

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VP

@VPT

2Lun·

🧠 AI boom: How data centers are driving the global hunger for energy

+ 2

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He-Man D.@He-Man

2Lun

$BE I find the energy supply sector very interesting.

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EstInvest

@Nubless

2Lun·

AI - Shock used for entry

After $VRT (+0,48 %) on my watchlist for some time, but unfortunately never found a way to get in, the time has now come.

In the long term, I definitely see sufficient potential here, even if black clouds could open up at the moment.

27.01

Vertiv Holdg

Compró 2 a 104,20 €

208,40 €

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4 Comentarios

CashBurner@Lumimyrsky

2Lun

-28% is quite an announcement

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Alexxela

@Alexxela

2Lun·

How are you reacting to today's negative prices?

Take profits and wait for prices to fall further in order to get back in or
take the opportunity to buy more or
do nothing at all?

I will buy a small position in my portfolio stocks that are down more than 5% today.

Firstly, the question arises for me whether DeepSeek is not a DeepFake, i.e. significantly more expensive costs or a foul play of some kind.

And even if it's not the case, chips and AI are still needed and tech and AI are still the future.

Update : now 1 share each $VST (+2,02 %) and $VRT (+0,48 %) bought up. For others I have to wait for regular trading as I cannot buy partial shares in pm.

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31 Comentarios

VP@VPT

2Lun

I think it'll die down, the whole AI story is still in its infancy. Today won't matter in x years.

I do nothing... and let it run

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trade_samurai_34

@trade_samurai_34

2Lun·

Vertiv and ASM International: A Closer Look for Investors

Vertiv Holdings $VRT (+0,48 %) and ASM International $ASM (-1,2 %) are two companies gaining attention for their roles in critical industries. Vertiv focuses on data center infrastructure, capitalizing on trends like cloud computing and edge computing. Its steady growth reflects increasing global demand for reliable IT infrastructure.

ASM International, a leader in semiconductor equipment, benefits from the booming chip industry driven by AI, 5G, and IoT. Its strong market position and R&D focus make it a key player in the semiconductor value chain.

Both firms align with transformative global trends. Which one fits your portfolio depends on your focus: data center growth (Vertiv) or semiconductor innovation (ASM). I believe they both have a great potential to ride the AI wave

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1 Comentario

But T.@But_the_Stock_Picked_Me

2Lun

Why, out of all companies to benefit, did you choose these two specifically?

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Tenbagger2024

@Tenbagger2024

2Lun·

AI data centers are booming and investors can really benefit

Kate invests in energy @Iwanowitsch .

In line with Kate's post and my purchase of $VST (+2,02 %) there is now a report from Focus Online.

AI stronghold instead of vacation region - Jorge Azcón, head of the regional government of Aragon, wants to make the region in north-eastern Spain the leading location for data centers. This could also be worthwhile for investors.

In 2024, numerous cloud providers such as Amazon , Microsoft and Blackrock announced plans to invest a total of 33.5 billion dollars in the construction of computer farms.

Management consultants McKinsey see this as confirmation. The experts estimate that demand for data centers in the USA alone could reach 80 gigawatts (GW) by 2030 and 35 GW in Europe.

Trillion-dollar market for system operators and their suppliers

A mega market for system operators and their suppliers. At a total cost of 50 million dollars per megawatt (MW), the market potential for AI data centers could total 2.5 to three trillion dollars, writes Guillaume Chieusse, portfolio manager for European equities at Oddo BHF AM.

The story: Data centers form the infrastructure and thus the basis for the boom. The server farms run training units to teach AI. With the knowledge acquired, the technology recognizes patterns in large amounts of data in order to create more accurate weather forecasts, warn of natural disasters or develop new medicines, for example.

As the training is to a certain extent independent of the transmission speed of the data, AI data centers can go into operation in regions such as Aragon, where land and electricity are still abundantly available.

Experts warn of imminent energy shortages

Still. Because energy consumption in the world is rising rapidly. Experts are warning of shortages. The hunger for electricity in data centers alone has recently grown by an average of 17 percent per year. McKinsey forecasts annual growth of 13 percent in Europe.

On a positive note: "The boom in data centers is also a growth driver for various sectors," writes fund expert Chieusse. For example, a lot of energy is needed to cool the systems. This means that the more efficient the cooling technology, the greater the energy savings. With a growth rate of 46 percent, liquid cooling, which is significantly more efficient than air cooling, is beginning to establish itself.

"It is expected that investment expenditure in the area of cooling will increase by an average of around 18% per year until 2028," says Chieusse.

Alphabet, Amazon, Equinix and Vertiv are heavily involved.

$GOOG (-0,6 %)
$AMZN (-1,34 %)
$EQIX (+0,26 %)
$VRT (+0,48 %)
$MOD (-0,45 %)