ASML Action Forum

#beerchallenge from Kölle

My favorite place every 14 days to let the stock market be the stock market and simply enjoy life, the emotions and the stupid chatter of my over-70 neighbors.

Next week will be relatively quiet for me, as I'm traveling in Switzerland and only have 3 open trades.

$ASML (-0,38 %) which is still just in profit and has fortunately held the zone.

$TSN (+2,26 %) where I am considering exiting with +20% before the figures on Tuesday

And since the sell-off Friday $CAT (-2,91 %)

Have a nice weekend 🫡

Hello everyone,

This month I reached my first target amount for the year 2024 and wanted to give you a little insight into my portfolio.

Of course, the values are not yet that high, but perhaps one or two silent readers will find themselves here, where the portfolio is on a similar path.😉

After a bit of trial and error, I'm doing very well with the one "standard ETF"! The two individual stocks are there to help me understand shares better. I don't think you can go wrong with a monthly payer 😄.

With $ASML (-0,38 %) you can see a minus, so I'm learning to endure 😜. But I see a lot of potential for the position in the future and have had a savings plan in place since August.

I'm still working on the percentage allocation, the plan has a lot of ETFs and the individual stocks are around 2%. Adjustments are of course always possible.

Now, of course, I would appreciate some feedback. Would you do anything differently with my portfolio size?

Have a great start to the weekend!

According to Nikkei Taiwan Semiconductor
$TSM (+0,91 %) will take the first delivery of the world's most advanced chip machines from ASML
$ASML (-0,38 %) by the end of the year.

I think it's a good time to invest

ASML as the best investment in semiconductors?

Due to the correction at $ASML (-0,38 %) the question arises as to whether the share is currently cheap or whether the risks outweigh the benefits?

ASML is a de facto monopolist in the field of lithography systems for the semiconductor industry, ASML is strategically well positioned to benefit most from global megatrends such as digitalization and AI.

Despite possible burdens from export regulations to China the company's growth story remains interesting. ASML's technologies are crucial for the production of state-of-the-art microprocessors, which are important in almost all technical applications and are only tending to become more important (important for business models of $NVDA (-0,03 %) , $AMD (-0,12 %) etc).

Chart 1: ASML's performance

With a market share of 85% in the lithography machine segment, ASML shows just how robust a market position can be. However, dependencies on core suppliers and potential effects of international trade restrictions represent risks, however, and these are also addressed in the verlinkten Artikel are also dealt with in the

The long-term outlook is promising, driven by continued investment in new technologies and ever smaller and more sophisticated products. smaller and more sophisticated products. In view of the increasing competition within the customer industry for technological sovereignty and production sites, ASML's market position could be further strengthened.

A deeper insight into ASML's dynamic business model and current market developments is worthwhile, hier as a good summary :)

#ASML
#semiconductor#buythedip
This article is part of an advertising partnership with Société Générale

In $ASML (-0,38 %) trade once again.

The share is at a crossroads in terms of the zone (sheath hehe),

I would be out if the daily closing price falls below the marked zone.

Next support would be at ~ 587€

Top up again ✌️

Greetings to you all!

As I already started asking you for tips at the beginning of September (as I was only able to invest from then on) I would like to do it again.

My strategy is the core-satellite strategy:

After much deliberation, I have now finally decided on this strategy.

I will close my position this year at $BATS (+0,49 %) [200€] this year (I am simply not convinced that the tobacco hype will continue in the future). I am now looking for a good exit opportunity to get out with less of a loss.

I would like to ask you how I am using your core-satellite strategy. Do you save your core and individual shares in a savings plan?

My idea would be to save the core [ ETF (50€) +BTC (50€)] weekly and buy the individual shares when there is a good opportunity (correction/dip).

Or would you recommend saving the individual positions in a savings plan?

The core would consist of $BTC (+3,17 %) u. $IWDA (+0,72 %) (70%) and 30% of the positions:

$PLTR (+5,8 %)

$GOOGL (-0,6 %)

$ASML (-0,38 %)

I will $MC (-2,6 %) , $MUX (-3,12 %) , $BATS (+0,49 %) in the near future (I think towards the end of the year) and will invest the profit in $PLTR (+5,8 %) u. $GOOGL (-0,6 %) to simply have a good basis that I can build on for 1-2 years.

I would like to add a 4th single stock to my core-satellite strategy, but unfortunately I haven't found any.

Perhaps you have small companies that have good potential in the near future that I can add to my portfolio.

Thank you very much for your feedback

Your Wiktor