I've sold the whole of UPS because it's no longer part of my investment criteria.

• I replaced UPS with ZEOTIS, a company specializing in animal health, which has better growth results and is extremely undervalued according to INVVEST.CO.

Which shares do you have on your watchlist for 2025? 🚀

I'll start right away: $LIN (+0,16 %)
$8001 (-2 %)
$ZTS (+0,2 %)
$FANG (+0,12 %)
$MUM (+1,52 %)
$HOOD (-0,23 %)
$INOD (+2,62 %)
$UBER (+0,76 %)
$MDLZ (-1,07 %)

Does anyone have any ideas? It's not going so well. I still believe in $ZTS (+0,2 %) and $CELH not so much in $BHP (-0,62 %) but I would like to buy another stock or possibly a fund or maybe a crypto ETF?

Hello stock market friends,

I would be interested in your assessment of my Quality Growth portfolio.

I currently feel comfortable with the portfolio, even though it is very technology-focused.

My approach is to only buy absolute quality companies with positive growth prospects at fair valuations. Some companies are simply rarely available at fair valuations ($ANET
$SNPS (+1,12 %) and co.), which is why I am prepared to add such companies with strong moats to my portfolio at a premium.

I am currently considering whether $MSCI (-0,1 %) after the market punished the last quarterly figures.

I am also keeping a closer eye on $ZTS (+0,2 %) more closely due to the recent setbacks. Fundamentally, the company is still operating excellently and is starting to look more attractively valued than it did a few months ago.

What stocks do you know that could be a good addition to my portfolio?

LG

I know that advertising is not welcome here😉 but if you want you can watch my new video about $ZTS (+0,2 %) . After the recent price drop, I think they are relatively fairly and interestingly valued. What do you think of Zoetis?

https://youtu.be/1mnNUpEexew

$ZTS (+0,2 %) You are close to the 52-week low, if the support holds it may go up again. Pros are the high market value, the company makes a profit and pays dividends. Cons are the fundamental data such as P/E ratio and P/B ratio. I will take a look at $ELAN (+1,47 %) , $PETS (+0,5 %)
$PETQ in the watchlist

New addition to the depot: Zoetis

While classic pharmaceutical stocks should be well known to most, animal health is less in the spotlight.

#zoetis Zoetis is the global market leader here with medicines, vaccines, diagnostics, etc.

In recent years, a significant premium has always been paid, but this is comparatively low due to recent sales.

I therefore saw an entry opportunity and built up an initial position.

Animal health is a megatrend, as pets are becoming increasingly humanized. Pets are being treated like "real"/human family members - in the truest sense of the word.

I also see a strong positioning in the face of possibly more persistent inflation, as fewer savings are being made on pets.

At the latest at $130, I would increase significantly.

How do you rate the company? How do you see the short/medium/long-term prospects?