A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (+0,26 %) and $NVDA (-0,06 %)) from hot sectors, I have built up cash and diversified further ($CMG (-0,67 %)
$SNPS, (-0,65 %)
$BRO (-0,37 %)
$AMGN (-0,46 %)
$LSEG (-1,63 %)). Further acquisitions and new entries (e.g. $INTU (-1,29 %)
$ADP (+0,29 %)
$WM (-0,05 %)
$CTAS (-0,69 %)
$RMS (+0,73 %)) are planned. As short- to medium-term trades, I have invested in $Adobe (-1,04 %) and $TTD (-0,61 %) as short to medium-term trades. I mainly invest for the long term, but a correction (technology, cloud) including sector rotation (consumer, pharma, software) seems inevitable to me. I am therefore taking a wait-and-see approach and, if necessary, I will reenter $GOOGL (+0,26 %) and $NVDA (-0,06 %) again at the appropriate time.
Please let me know what you think.
I will probably share future updates with you every two months at the beginning of the month (November, January,...).
I wish you all a successful time.
