Would you currently rather buy additional positions in your portfolio or add new shares to your portfolio?

I am currently short these positions:

$ASML (-0,38 %) (-17%) (actually position full)

$NVDA (-1,06 %) (-20%) (position actually full)

$GOOGL (-1,16 %) (-15%)

$VST (-1,04 %) (-20%)

$HIMS (-1,02 %) (-22%)

$AMZN (-0,94 %) (-2%)

that I would like to get new

$MC (+1,61 %)

$MELI (+0,88 %)

$SPOT (+0,32 %)

$MSCI (+0,16 %)

$UBER (-1,75 %)

$SIE (-1,01 %)

$MUX (-0,63 %)

Hello Community,

My bonus will hopefully arrive at the end of April and of course I want to invest it. I'm currently toying with the idea of dividing it up roughly as follows:

• 25% in $IWDA (+0,19 %) / MSCI World
• 15% in $MEUD (-0,17 %) / EuroStoxx Europe 600
• 10% in $BTC (-1,63 %)

For the rest, I would like to lower my entry prices depending on the market situation:

• $MSFT (-0,54 %)
• 
  $NVDA (-1,06 %)
• 
  $GOOGL (-1,16 %)
• 
  $NOVO B (+1,82 %)
• 
  $AMZN (-0,94 %)
• 
  $AMD (-1,34 %)
• 
  $NKE (-0,02 %)
• $HIMS (-1,02 %)

Possible first entries would be the following:

• $AAPL (-1,33 %)
• 
  $CMG (+0,22 %)
• 
  $RACE (+0,22 %)
• 
  $V (-0,87 %)
• 
  $BSX (-0,11 %)
• 
  $BLK

In the end, one or the other will certainly be thrown out, as I don't get a million-dollar bonus here 😥. The investment period is > 15 years, so I'm not even trying to time it here, unless the prices have gone up 40% by the end of April, which I'm not assuming. I am well aware that the MSCI World already tracks a lot of the individual stocks.

Do you still have any exciting quality stocks that are worth a look?

Thanks!

Still massively down this morning, now massively up again. Someone needs to explain that... $HIMS (-1,02 %)

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (-1,99 %)

Alphabet $GOOGL (-1,16 %)

Amazon $AMZN (-0,94 %)

ASML $ASML (-0,38 %)

Axon $AXON (+0,51 %)

Cadence $CDNS (-1,13 %)

Constellation Software $CSU (+0,25 %)

Crowdstrike $CRWD (-2,12 %)

Fair Isaac $FICO (-0,1 %)

Hermes $RMS (-1,13 %)

Intuit $INTU (-0,66 %)

Intuitive Surgical $ISRG (-0,39 %)

Mastercard $MA (+0,11 %)

Meta $META (-1,45 %)

Netflix $NFLX (-1,24 %)

Microsoft $MSFT (-0,54 %)

Palantir $PLTR (-1,14 %)

Tesla $TSLA (-2,18 %)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (-0,76 %)

Costco $COST (-0,99 %)

Ferrari $RACE (+0,22 %)

Moody's $MCO (+0,04 %)

MSCI $MSCI (+0,16 %)

Transdigm $TDG (-0,27 %)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (-1,02 %)

Robinhood $HOOD (+0,3 %)

Roblox $RBLX

Shopify $SHOP (-0,98 %)

Spotify $SPOT (+0,32 %)

The Trade Desk $TTD (-1,19 %)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

In recent days, I have been reading more and more that cryptocurrencies are decoupling from stock markets. Even that cryptocurrencies are currently much more stable than equities. On the one hand, I understand the thought process, especially if you invest in stocks like $ELF (+2,15 %)
$HIMS (-1,02 %)
$NU (-1,33 %) etc invested in stocks.

On the other hand, many people forget that $ETH (-3,69 %)
$SOL (-2,32 %) etc have already lost more than 50% in value and are in a bear market. Only $BTC (-1,63 %) is still holding up reasonably well, although it won't be long before $BTC (-1,63 %) shares and other cryptocurrencies follow suit and suffer further losses. So the correlation is still there and it will not change. I hope you are still standing on the sidelines and have not yet dared to enter again 😕 The buying opportunities are yet to come 🤑

$HIMS (-1,02 %) is a pure US domestic market player

My thoughts on the potential impact of tariffs on Hims:

Direct factors:

they do not export

they produce in the USA

-> Not directly affected by tariffs

Indirect factors:

The greatest danger is that increased inflation will reduce the consumer mood/budget of customers.

It could also be that their supply chains are affected by tariffs.

I therefore see little danger from the tariffs for Hims. At least significantly less than for many other US companies.

Am I missing something? Does anyone suspect further dangers?

What's on your shopping list?

Mine

$PRY (-4,57 %)

$CSL (-0,49 %)

$BLBD (-0,65 %)

repeat purchases $CACI (-1,06 %)
$HIMS (-1,02 %)
$TTD (-1,19 %)

$HIMS (-1,02 %) at -10% since my post yesterday

$HIMS (-1,02 %) officially launched Liraglutid yesterday at a price of $299/month