Hello Getquin Community,

I wanted to ask if you currently have a stock that you consider to be hugely undervalued. Everything is going very strongly again at the moment, so I'm looking forward to your ideas. Gladly, stocks that are not floating around in the first row like $NOVO B (+2,36 %) , $ASML (-1,39 %) , $MSFT (+0,14 %) , $NVDA (-0,14 %) and co.

As a little inspiration, I am currently $BUR (-1,09 %) is relatively highly weighted again because the valuation is very fair at the moment, even without a major one-off effect that is likely to be increasingly monetized over the next one to two years. In itself, litigation finance is simply a very interesting and niche area. There will also be a stock analysis on this next month, so you can look forward to that :)

Follow us if you don't want to miss it!

Your Basti

I also trimmed the position at 48.28 on the monthly and took profits once again, was automatically triggered at 07:30. still own 100 shares. I am satisfied with the current entry price and valuation (including figures). I will let it run further and possibly trim it to 50 shares again if the valuation becomes unrealistic. If the share dips towards 40 again, I'll play the same game as before and get in big again and take the upward trend with me. ✌️ I must honestly say that I was lucky with the timing and also with the profit taking. Out of 10 trades I messed up 1 but with minimal losses of 6% on 7k and the rest 10 - 17% on 25k.

Hello, I am currently considering changing my portfolio and switching to a core-satellite strategy.

My main part should be the $SPPW (-0,07 %) with approx. 45%. After that, dividend stocks will follow: $NOVO B (+2,36 %) with 10%, $O (-0,1 %) with 5%, $MO (+0,36 %) with 5%, $MAIN (+0,75 %) 5% and $PG (-0,15 %) at 10%.

The growth values should consist of $NVDA (-0,14 %) , $AAPL (-0,02 %) , $2330 and $ASML (-1,39 %) with 5% each.

Would you sign this or would you change something?

Table with values for an easier overview:

MSCI World SPDR - 45%

Novo Nordisk - 10%

Realty Income - 5%

Altria - 5%

Main Street Capital - 5%

Procter & Gamble - 10%

Nvidia - 5%

Apple - 5%

TSMC - 5%

ASML - 5%

Changes I have made so far:

Reduce Novo nordisk and procter & gamble to 5% r and add 5% gold and btc each.

are better than no crowns at all 👑

$NOVO B (+2,36 %)

....as soon as it is green again in the depot ✌️

$VKTX (-0,45 %)

$RKLB (+2 %)

$NBIS (-1,3 %)

$HIMS (+0,83 %)

$SOFI (+3,62 %)

$3350 (-1,62 %)

$HAG (+4,62 %)

$LDO (+4,23 %)

$RHM (+2,77 %)

Have I forgotten something?

Only Novo is doing well $NOVO B (+2,36 %)

And my egg farm $CALM (-0,71 %)

$NOVO B (+2,36 %)

There are now over 1,800 lawsuits against the diabetes and weight loss drug Ozempic in the USA. A central class action lawsuit (MDL No. 3094) is being coordinated by Judge Karen Spencer Marston. Allegations: serious side effects such as gastroparesis (stomach paralysis), intestinal obstruction and inflammation, especially when used off-label for weight loss.

The first "bellwether" pilot trials are due to start at the beginning of 2026. Experts anticipate a potential total liability of over USD 2 billion for manufacturer Novo Nordisk. In addition to the financial risk, there is also a reputational and regulatory risk, which may lead to further volatility in the short term.

How do you see the situation?

Is the situation already priced in?

Sell? Hold? Buy more if the price falls?

Personally, I'm still wavering, but I'm currently leaning towards holding and watching...

No investment advice