2Año
Yep! Thanks for analyzing and mentioning 😁 I see it the same way. Profitability was the reason I chose Fortinet and the fact that Fortinet makes 50% of its revenue in the US and 50% in the rest of the world. Plus the larger product line which makes Fortinet broader than its competitors. Fortinet is as you say, the safer bet. That's why I gave it the preference
•
22
•
@Fabzy I actually briefly considered going 50/50 on Crowdstrike and Fortinet after the analysis... The idea isn't 100% off the table yet either. Fortinet's foundation is already solid.
••
2Año
@RobertoNiemalsBlanco Well, it depends on the portfolio. The stocks are quite similar and both clearly hit the same notch, also in terms of performance. You are not really diversified with them. At the current price also rather not
•
11
•@Fabzy that's why I "discarded" the idea again relatively quickly. my thought now is to wait for better - i.e. lower - prices for Fortinet. The entry would currently be too high for me with the lower diversification, which you have already mentioned. Let's see what happens. Serenity is the virtue of the wise investor.
••
2Año
@RobertoNiemalsBlanco You don't have to dance at every wedding. Of course, you also experience missed opportunities, but every share has its momentum and soberly considered, both values in the portfolio make little sense from my point of view. Sleep another night over it 😉 At one moment I was also annoyed that my BigTech was Alphabet and not Microsoft, but from today's point of view, it almost doesn't matter.
•
11
•@Fabzy I will do! Thanks for the suggestions. Sometimes the FOMO still plays with me too much purely I think. Will hopefully less with time. 😄
•
11
•