22H·

Portfolio November 2025

Dear fellow campaigners,


I have restructured my portfolio far too often for the short time I have had it, and I was actually satisfied with this portfolio.


But now I think that I have given the "tech hype" too much space in my portfolio.


As I have most of the positions in the $VWRL (+0,06 %) but I had the feeling that I was missing out on returns, I would be interested in your opinion, would you sell your shares in $NVDA (-0,03 %)
$ASML (+1,05 %)
$GOOGL (-1,51 %) and $MSFT (+0,42 %) reduce or perhaps even liquidate them?


I would still like to focus on growth, I would be interested in your top growth stocks, perhaps not in the tech sector or rather in another tech direction, e.g. automation technology.


LG Flo

13Puestos
56.010,65 €
14,77 %
3
4 Comentarios

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No, never 😱
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I wouldn't sell either - rather invest in other companies in the future.
You can also take a look at $ADP $FAST $CME. It might have something for you when it comes to cash flow in the future
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MonsterBeverage is missing
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I would not sell them as they still have great upside potential.
My last tech purchase was a quantum computing ETF. And I’m now thinking in investing in data (center) storage companies.
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