New long-term position
Hello, after a long period of consideration, I have decided to sell my shares in the Digital Security ETF and would like to replace this position with shares in a company in the financial sector.
My candidates:
Nu Holdings ( $NU (+1,62 %) )
Moody's ( $MCO (+0,24 %) )
Blackstone Group( $BX (+1,76 %) )
- With $NU (+1,62 %) I would be better diversified geographically and have a nice growth company with me
- Moody's is also a nice buy & hold company with a deep moat
- Blackstone would give me a little exposure to private equity. I'm already partly in that through Mutares ( $MUX (-1,45 %) ), but Blackstone invests in larger companies/projects. So there wouldn't be too much overlap here
Which of the 3 companies do you think you would choose and why? Or would you choose a completely different one?
I already have some financials in my portfolio:
S&P Global ( $SPGI (+0,39 %) )
Visa ( $V (+0,51 %) )
Mastercard ( $MA (+0,97 %) )
Blackrock ( $BLK )
Mutares ( $MUX (-1,45 %) )