Finally got my foot in the door.
If it corrects I will buy more
⚠️⚠️⚠️Breaking News⚠️⚠️⚠️
ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁
As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁
In since September 2
🇺🇸Chipotle $CMG (+0,55 %)
🇺🇸Costco $COST (+0,65 %)
🇺🇸Domino's Pizza's $DPZ (+1,12 %)
🇺🇸Texas Roadhouse $TXRH (+2,2 %)
🇺🇸TransDigm $TDG (+1,25 %)
Newly launched today
🇺🇸Booz Allen Hamilton Holding
$BAH (+0,23 %)
🇺🇸Blackstone $BX (+2,68 %)
🇺🇸KKR & Co
$KKR (+3,42 %)
🇺🇸Vulcan Materials
$VMC (+2,27 %)
🇺🇸CSX $CSX (+1,16 %)
🇺🇸Carrier Global $CARR (+2,8 %)
🇺🇸Hilton Worldwide $HLT (+1,47 %)
🇺🇸Merck & Co $MRK (-2,15 %)
🇺🇸Moodys $MCO (+0,92 %)
🇺🇸Rollins $ROL (-0,42 %)
🇺🇸Toll Brothers $TOL (+1,89 %)
🇺🇸Watsco $WSO (+2,54 %)
🇺🇸Cardinal Health $CAH (-1,1 %)
🇺🇸Colgate Palmolive $CL (-1,11 %)
🇺🇸Emerson Electric $EMR (+1,74 %)
🇺🇸Nordson $NDSN (+1,61 %)
🇬🇧BAE Systems
$BA. (+1,81 %)
🇬🇧RELX
$REL (+0,77 %)
🇬🇧Bunzl
$BNZL (-1,57 %)
$MRK (-2,15 %) I took the trouble to write a DCF analysis of Merck:
A few notes and assumptions:
The fair value here is 141USD (with MoS, mind you). That is +23% upside
Here again an extremely conservative forecast with 3% growth and 2% long-term growth
Here the share seems to be fairly valued (but again with MoS)
Since I am still missing a healthcare/pharma stock myself, I will probably $MRK (-2,15 %) probably buy it. The dividend, low vola (0.4 beta) and quality factor are also convincing
before it goes to 0
consider the cash in $CAT (+4,61 %) and $MRK (-2,15 %) to stecken🤟🏼
Long term US 20 stock selection: https://www.trading212.com/pies/lua2LbG5mCkbey1Mr82wyL08O4XMB
Solid but includes also some wildcards like TSLA and SIGA. Not financial advice.
$ADM (+2,58 %)
$SIGA
$CAT (+4,61 %)
$BMY (-1,6 %)
$TSLA (+6,08 %)
$GOOGL (+1,47 %)
$AMZN (+1,05 %)
$BMI (+1,84 %)
$KO (-1,8 %)
$WTRG (-1,28 %)
$INGR (-0,29 %)
$JNJ (-1,43 %)
$MRK (-2,15 %)
$MSFT (+1,24 %)
$NEE (-3,27 %)
$NVDA (+4,98 %)
$PLTR (+0,54 %)
$PEP (-0,74 %)
$V (-1,37 %)