1Sem.·

🔥 My top picks list - how it went in 2024 🔥

Hello everyone,

At the end of last year, I published my "top picks list" here, in which I presented the stocks that I have put on my watchlist for 2024 and am also partially invested in (unfortunately not in all of them 😁).

At the time, I had compiled a list of stocks recommended by well-known analysts and put them through "my requirements profile". The original 100 stock ideas then became the list below. A year later, I'm looking back. This was the performance:

🟢 $TMUS (+1,3 %) +1,63%

🟢 Sterling Infrastructure: +100.68%

🟢 $CRM (+0,59 %) Salesforce: +28.14%

🟢 $RR. (-0,26 %) Rolls-Royce: +92.56%

🟢 $MOD (-0,19 %) Modine Manufacturing: +98.68%

🟠 $MHO (+1,12 %) M/I Homes: -1.46%

🟢 $META (-1,25 %) Meta: +68.52%

🟢 $MCD (-0,69 %) McDonalds: +0.14%

🟢 $MA (+0,73 %) Mastercard: +26.26%

🟢 $ISP (+1,93 %) Intesa Sanpaolo: +45.44%

🟢 $ISRG (+2,65 %) Intuitive Surgical: +59.62%

🟠 $GCT Gigacloud Technologies: -0.66%

🟢 $FDX (+0,11 %) FedEx: +11.11%

🟠 $LPG (+0,88 %) Dorian LPG: -47.70%

🟢 $COST (+2,83 %) Costco: +43.34%

🟢 $US1011372067 Boston Scientific: +63.23%

🟢 $BKNG (+2,56 %) Booking: +44.19%

🟠 $ABX (+2 %) Barrick Gold: -14.73%

🟢 $APP (+0,27 %) Applovin: +753.81%

🟢 $GOOG (-0,13 %) Alphabet: +39.28%

🟢 $AMZN (+0,03 %) Amazon: +48,05%

🟢 $ANF (-0,11 %) Abercrombie & Fitch: +69.99%

As you can see, my stock ideas have done quite well. $APP (+0,27 %) with +753.81% was of course a big hit. $DORIAN With -47.70% it was a pipe-dropper.

🔥 I'm currently working on my top picks list for 2025. If you're interested, I'll be happy to share it again and put it up for discussion!

💬 What were your top picks in 2024? And what were the losers? I will reply to every comment and give you a brief assessment.

#stockanalysis
#watchlist

25

9 Commentaires

Chris@1Chrischi1

1Sem.

my 5 top picks for 2024 were:

$HIMS
$1810
$SOFI
$ORCL
$NFLX
and I see further potential for all of them in 2025😊

•

6

•

Calogero

@Calogero_vinciguerra

1Mo·

Cashflow day! 🌱

What do you think of $ISP (+1,93 %) ?

YTD +40%

Div 9,15%

20.11

Intesa Sanpaolo

Dividendes reçus à 0,17 €

3

2 Commentaires

Bertux@bertux

1Mo

best stock on the FTSEMIB if you want to adopt a drawdown strategy. Very good dividend (divided into advance and interim). but now the price, even post ex-dividend is too high if you want to do a little speculation. if you have it keep it, at least until the ex-dividend balance in May 2025

•

1

•

Afficher la réponse

AqX

@ZeroZeroX

5Mo·

What do you think of the $ISP (+1,93 %) , $BARC (-0,78 %) , $ING (-1,3 %)

still have a bit of money on the side 1k and would have divided it into the three or are there better ideas and tips? ( and savings plan of course)

15 Commentaires

Isabella🌷@Isabella_proinvestor

5Mo

I would suggest you to drop the 1K in a all-world ETF to diversify :)

•

6

•

Voir toutes les 3 autres réponses

Cesare

@KaiserGates

5Mo·

$ISP (+1,93 %) why the % value it's incorrect?

1

1 Commentaire

Cesare@KaiserGates

5Mo

https://www.google.com/search?q=intesa+azioni&oq=intesa&gs_lcrp=EgZjaHJvbWUqDwgDECMYJxidAhiABBiKBTIPCAAQRRg5GIMBGLEDGIAEMhYIARAuGIMBGMcBGLEDGMkDGNEDGIAEMhAIAhAuGK8BGMcBGLEDGIAEMg8IAxAjGCcYnQIYgAQYigUyDQgEEAAYkgMYgAQYuAQyCggFEAAYkgMYgAQyDQgGEAAYgwEYsQMYgAQyBggHEEUYPdIBCDQ0MDdqMGo3qAIAsAIA&sourceid=chrome&ie=UTF-8

••

Carles

@Carles

7Mo·

Which of my positions do you think I should make bigger (and why)?

On the following months I'd like to go for:

Airlines: $UAL (+2,45 %) or $IAG (+0,35 %) --> Good momentum, growth ahead, undervalued.

Insurance: $CS (+1,06 %) or $ALV (+0,47 %) --> Good dividend, good momentum, good perspectives, high dividend.

European Banks:
$ISP (+1,93 %) or $CABK (+2,05 %) --> Undervalued Vs American banks, better environment than years ago with lower valuations, higher interest and more security... possibility of gaining stock apretiation while receiving high dividends.

Homebuilding: $LEN (-0,09 %) --> They have a clear problem with lack of homes in the US, good valuation, good growth prospects.

Also tempted to double with my pharma losers $CAH (+1,43 %) and $AMPH (+4,41 %) , bought them when they were with good momentum and they've underperformed since, but I still like the future prospects... High growth, small caps, good drug portfolio... If I still like the numbers and they're cheaper now, should I double my bet here?(I hate going against momentum). $PFE (-0,65 %) also on the list, but I have it on a small saving plan. Shifting momentum but still early to say so I prefer to buy slow...

I'm not planing on adding stocks that are not currently in my portfolio.

47Positions

30,53 %

1

12 Commentaires

Hugo D.@opus84

7Mo

I doubled my $PFE yesterday, the price is good and I am happy to buy and hold it for a long period of time to get some more dividends

•

1

•

Voir toutes les 11 autres réponses

Niko K.

@trade_samurai_399

7Mo·

Opinion/experience on $ISP (+1,93 %) ?

4 Commentaires

Carles@Carles

7Mo

Good bank, less undervalued than UniCredit but still undervalued. It is my biggest bank position in my portfolio.

For me it is very interesting that a big portion of Intesa's earnings come from commissions, which make them less "high interest" dependent than other banks, and less affected by the Italian bank tax, that targets specially the extra eranings coming from higher interests .

Nice dividends, nice earnings, nice growth, good perspective... In general European banking sector is interesting with this interest environment.

•

2

•

Erik

@dividend_hero_100

8Mo·

$ISP (+1,93 %)

I am now up almost 30% here, the quarterly figures will be published tomorrow. What do you think, take profits or hold on?

2 Commentaires

Staatsmann@Staatsmann

8Mo

Market cap of € 64 billion and a negative cash flow of € 23 billion to maintain a yield of 6.5% and a payout ratio of over 50%.

In other words, slightly more than a third of the company's value in negative cash flow.

I would take the profits and be happy.

••

Afficher la réponse

Freegobar

@Eru_Iluvatar

10Mo·

My new year's resolution is to start investing in traditional finance alongside crypto. I've decided to begin by purchasing a share of Italy's biggest financial institution, $ISP (+1,93 %) .

As I can see, it come with good dividends, and due to its dominant position, I'm somewhat confident in its future stability. I'm curious to see how this experiment will unfold.

09.02

Intesa Sanpaolo

Acheté à 2,792 €

3

2 Commentaires

Nico@_Harry_

10Mo

Honestly spocken.. I was surprised how well the MSCI Italy performed in 2023. Why did you not choose JP Morgen Chase?
The actual dividend might look great. But in my opinion it would be wiser to choose a stocks which could increase its dividend over the next 10 to 15 years 10% annually.. #CAGR

••

William

@financial_ninja_60

11Mo·

Hi All, After many months of playing around with options and bying into positions this is where I think I am going to land with my buy to hold portfolio with ideally a 10 year horizon. Any thoughts or observations welcome. Thank you.

Cash - 6%

$SUSW (+0,13 %) MSCI WORLD SRI ETF - 10%

$XXSC (-0,87 %) MSCI Euro Small Cap ETF - 5%

$CRWD (-0,23 %) - 5%

$MSFT (+0,48 %) - 4%

$SHOP (+0,3 %) - 5%

$SMH (-0,43 %) Semi Conductor ETF - 5%

$AAPL (+0,29 %) Apple - 3%

$PAYC (-1,1 %) Paycom - 2%

$PATH (+1,09 %) UiPath - 2%

$VRTX (+1,17 %) Vertex Pharma - 7%

$GILD (-1,45 %) Gilead Sciences - 4%