Hi guys, wanted to let you know which stocks are on my watchlist and when I would get in, looking forward to your feedback.

The alerts are active in TR and Tradingview, just waiting for the notifications 🤑

$1810 (+1,66 %) 3,50€

$UNH (+3,97 %) 220€

$UBER (-1,11 %) 60€

$AVGO (+1,05 %) 230€

$CRWD (-1,3 %) 335€

$WM (+0,08 %) 175€

$ISRG (+0,3 %) 380€

$WKL (+1,28 %) 72€

$KLAR (-0,81 %) 20€

$SRAD (+0,65 %) 14€

$PNG (+0 %) 3,50€

$MC (-5,12 %) 530€

What's on your watchlist?

Kind regards 👋🚀

Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (+3,36 %) / $AVGO (+1,05 %) / $MPWR (+6,55 %) / $AMD (+1,76 %)) and OS selling ($RKLB (+1,72 %) / $AMD (+1,76 %)), the portfolio will be rebalanced and restructured. $RKLB (+1,72 %) , $LMND (+6,69 %) , $GOOG (+2,52 %) and $9988 (+2,46 %) but I'm not touching them (yet) 😀

Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.

• After almost a year of watching, I dare to re-enter at $GRAB (-2,65 %) - further increase to 500 shares would be considered
• at $HIMS (-2,43 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
• $NOW (-5,81 %) increased to 13 shares
• $WKL (+1,28 %) increased to 18 shares
• $AJG (+0,72 %) Position filled, 7 shares
• $DXCM (+0,37 %) Position filled, 26 shares
• Doubling of the small speculative position at $ONWD (+1,18 %) planned to 120 shares, limit buy @ € 4.30
• 10 shares $TEM (-2,69 %) collected, savings plan continues
• $RSG (+0,65 %) , $CCEP (+1,33 %) and $DDOG (+0,21 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,69 %) , $WINC (+0,68 %) , $SCWX (+0,71 %) and $EXH5 (+0,92 %)

I am still undecided about the potential increase in $UBER (-1,11 %) , $NU (+2,09 %) , $ZTS (-1,63 %) and $TTD (+0,3 %) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.

I have now decided to restructure my portfolio in the coming days. It will then consist of these stocks.

Core:

1) the MSCI World $IWDA (+0,81 %)

2) the MSCI EM IMI $EIMI (+1,2 %)

3) the VanEck Morningstar $TDIV (+0,14 %)

4) Bitcoin $BTC (+0,14 %)

Satellites:

1) Microsoft $MSFT (-4,19 %)

2) Amazon $AMZN (+0,06 %)

3) Nvidia $NVDA (+2,58 %)

4) MasterCard $MA (+0,82 %)

5) Adobe $ADBE (+0,76 %)

6) Ferrari $RACE (-0,3 %)

7) Novo Nordisk $NOVO B (-3,67 %)

8) Realty Income $O (-0,58 %)

9) Wolters Kluwer $WKL (+1,28 %)

10) Brown & Brown $BRO (-1,71 %)

11) Inditex $ITX (-0,37 %)

12) Uber $UBER (-1,11 %)

13) Main Street Capital $MAIN (+0,48 %)

14) Vici $VICI (-1,22 %)

15) PayPal $PYPL (-1,8 %)

In addition to my core of the 3 ETFs and Bitcoin, I think this mix of growth & dividend-focused stocks is really good. What do you guys think about this long term portfolio? Should be held for a long time, 20+ years... I don't think much of the short term. Of course, profits are taken from time to time, but nothing is sold completely and in the event of corrections we buy more! 🤑🔥🙏

I look forward to your suggestions / criticism.

Wishing you a Merry Christmas 🌲☺️

Been on my watchlist for some time and now in a very attractive buy area in my opinion. Just under 52% corrected from the high so far... neat 👌

Let's see if it will go even lower, but the RSI is at 22.33 in the weekly, the lowest it has ever been 🔥2008 it was once at just under 24.7 pts.

Merry Christmas to you all 🤑🌲

$WKL (+1,28 %)

Bottom in sight ?

Growth (dividend) , currently almost at 3% yield on current share price