Assa Abloy

Action

ISIN: SE0007100581

Ticker: ASSA B

SE0007100581

ASSA B

Price

Discussion sur ASSA B

Postes

HerrAktienguru

@HerrAktienguru

3Sem.·

Watchlist for turbulent times

In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.

I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):

Hercules Capital $HTGC (+8,07 %) or Main Street Capital $MAIN (+8,61 %)
Chevron $CVX (+6,75 %)

Vinci SA $DG (+5,14 %)
United Parcel Service $UPS (+8,3 %)
3i Infrastructure $3IN (-1,17 %)
Iron Mountain $IRM (+9,9 %)
Micro Star International $MSS
Nextera Energy $NEE (+5,42 %)
Partners Group $PGHN (+0,64 %)
Itochu Shoji $8001 (+11,53 %)
Canadian National Railway $CNR (+7,02 %)
Svenska Cellulosa $SCA B (+6,96 %)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (+6,04 %)
Linde $LIN (+7,67 %)
John Deere $DE (+10,58 %)
Landstar Systems $LSTR (+7,5 %)
Dover Corporation $DOV (+10,12 %)
Alimentation Couche-Tard $ATD (+1,55 %)
ASML $ASML (+14,68 %)
Infineon Technologies $IFX (+15 %)
Sherwin-Williams $SHW (+7,32 %)
Tencent $700 (+4,22 %)
Microsoft $MSFT (+10,18 %)
S&P Global Inc. $SPGI (+7,45 %) or Moody's Corp. $MCO (+10,21 %)
Visa $V (+8,62 %) or Mastercard $MA (+7,68 %)
Ferrari $RACE (+8,67 %)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market

5 Commentaires

C(r)ashBurner@Lumimyrsky

3Sem.

A whole lot

•

Kate💎 🙌.

@Iwanowitsch

6Mo·

I think I will sell the following titles:

These stocks are very heavily represented in the MSCI World. This reduces cluster risk and frees up capital for speculative growth stocks.

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The REITs remain for the time being as they have positive momentum and will benefit strongly from future interest rate cuts.

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$MRK (+4,7 %)

$PFIZER

$JNJ (+1,83 %)

Flying out as I don't understand the industry well enough.

$HIMS (+13,78 %) remains, on the other hand.

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Defensive stocks are out, as no excess return is to be expected here.

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$AMD (+24,32 %) and $INTC (+17,71 %) These are my turnaround candidates, as soon as this is completed, they are out

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The following titles are also on the hit list:

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What do the more experienced among you say? Are there any titles on my list that are worth keeping? Do you see any gross misjudgments? Do you have any suggestions for improvement?

Thanks in advance.

Kate💎 🙌.

@Iwanowitsch

6Mo·

Hey everyone,

I'm currently facing the challenge of reducing my portfolio from 77 to a maximum of 30 shares in order to get a better overview and focus my strategy. But I'm not sure how best to proceed.

Should I:

Sell the stocks that have done badly as they are obviously not performing well?
Or should I rather sell the ones that have performed best in order to take profits before things go downhill?
Or simply sell the 40 smallest positions? But there are also many interesting stocks in there that might be worth expanding.
Or simply sell everything that is heavily weighted in the MSCI World and thus reduce the cluster risk?

Perhaps there is a better approach? What do you look for when reducing your positions? Diversification, dividend yield, or simply the size of the individual positions in relation to the overall portfolio? I look forward to your opinions and tips!

Thanks in advance!

77Positions

15,75 %

23 Commentaires

Soprano@Soprano

6Mo

That doesn't make sense, no. If you are already investing in individual stocks, why are you throwing out the best ones to go into "speculative growth stocks"?
The same applies to the healthcare sector. If you don't understand the established players, in what constellation do you understand those that are difficult to assess anyway? Defensive stocks are out ... because they are defensive? And AMD is not a "turnaround candidate" - you simply bought far too expensively.

All in all, it gives the impression that you don't really understand individual stocks, i.e. which stocks to buy why and how to value the companies in the first place. I also don't know if you're interested in learning, otherwise you should probably just stick to ETFs (I'm very reluctant to recommend that).

But what it shouldn't be, at least, is that you look at individual stocks as something where you pick the ones that tell a nice story in the hope that you're going to beat the market big time.

•

Patrick Schäfer

@Hotte1909

6Mo·

When one door closes, another one opens. But we often look at the closed door for so long and with such regret that we don't see the door that has opened for us. - Alexander Graham Bell .

That's why we've brought a specialist for door openings into our portfolio.

The price is currently quite high, so only the mini tranche. But I wanted to put my foot in the door before it closes even further... Poetry day is over.

19.09

Assa Abloy

Acheté x10 à 30,02 €

300,20 €

4 Commentaires

Dominik@dernop

6Mo

Or you simply open the door again, because that's exactly what doors are built for 🧐

•

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Seventrader

@7Trader

1Année·

My depot is pleased to welcome Assa Abloy $ASSA B (+6,04 %) to welcome

Assa Abloy is a Swedish company specializing in the production of locking solutions and security systems. The group is considered one of the leading manufacturers. In many parts of Europe, America and Australia, the Group has established itself as one of the market leaders.

Everyone has certainly walked through an Assa Abloy door without knowing it. Banks, supermarkets, public buildings, etc. are customers of Assa Abloy.

Buy and leave is the goal 🤑🤞🏽