$META I sold out a few weeks ago and recently I also got rid of $1810, which you want to buy 🙈
I see more potential elsewhere in the long term, e.g. $UEC , $PNG or $LMND.

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ShindyDeanMartin@ShindyDeanMartin

1Lun

@Multibagger May I ask why you're not a Microsoft fan?
I find you the strongest of the Mag 7 with Alphabet

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Chris@Multibagger

1Lun

@ShindyDeanMartin I believe that $GOOGL, $AMZN and $NVDA have more upside potential over the next 1-2 years. That's what counts for me.

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ShindyDeanMartin@ShindyDeanMartin

1Lun

@Multibagger What do you base that on?
For example, I think Microsoft's growth in the cloud is also solid.
Coupled with the company's robustness and diversification, this makes it my personal favorite.

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Chris@Multibagger

1Lun

@ShindyDeanMartin The other 3 are more broadly positioned for me. Not just cloud, but also chips, autonomous driving, robotics, space travel. These are all futures that Microsoft doesn't have to offer.

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ShindyDeanMartin@ShindyDeanMartin

1Lun

@Multibagger thanks for your perspective.
Let's see who is right in the end 😋

In any case, I wish you every success my dear!

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Chris@Multibagger

1Lun

@ShindyDeanMartin I wish you the same!

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Ver una respuesta más

Chris_legt_an@Chris_legt_an

1Lun

In itself a good selection of stocks, but not very diversified, there is a lot of overlap in the tech sector, which is currently doing very well but could also run into a corrector due to the high prices.
Plus insurance and crypto.
Have you ever considered increasing your ETF allocation? Or if you want to continue with individual stocks, companies from sectors such as chemicals/pharmaceuticals, basic supplies such as gas, communications, basic foodstuffs, defense?

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Ändi J.@trader_3063

1Lun

@Chris_legt_an
I had already considered energy.
$NEE I had considered it once.

What would be your tips for communication?
Pharma ?

Regards

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Chris_legt_an@Chris_legt_an

1Lun

@trader_3063 $DTE is currently turning into a global player, otherwise I have to say I can't think of any stocks that I could call a tip😁
Pharma is a hot potato, I think there will be some movement in the next few years.
$BAYN and $NOVO B definitely offer good entry prices and I think Novo has a lot of catch-up potential!
Otherwise there are the other global players, $ROG $LLY $NOVN $MRK $JNJ.
I personally have $NOVO B and $JNJ in my Depot☺️

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