After this correction I have learned some valuable things that I would like to share with you ✍️.

1° The Market doesn't Care how Undervalued a Stock looks 📉

I have seen from my own experience how a company like $HPE (+0,72 %) fell almost 20% in days even below its book value, making a correction almost as big or bigger than other +30% P/E companies.

2° It is always necessary to keep cash reserves 💵

We cannot predict what the market will do but if we have cash reserves we can take advantage when the market drops by 7, 8, 10 or 20%.

And that's precisely what will probably make us outperform in the long run 🚀📈.

3° Investing in Value is Better than Investing in High Expectations 💰>💸

Although my portfolio has fallen other companies with much higher P/E ratios have corrected much more companies like $SPOT (+4,46 %)
$SOFI (+2,44 %)
$TSLA (+4,94 %)
$SHOP (+2,52 %) and a long list have corrected up to 40-50%.

Hello everyone,

I have looked at the stocks in my portfolio with my new but still incomplete knowledge of fundamental analysis and am of the opinion that some stocks are heavily overvalued.

Perhaps they will fall back to their fundamental value soon or at some point?

Yes, actually this is bound to happen in the long term.

So I'm wondering whether I should sell now and invest the capital in fundamentally favorable stocks or in my ETFs?

I also find it interesting that some stocks were already overvalued when I bought them and some only became overvalued later.

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In my opinion, some of the stocks in my portfolio are overvalued:

(not exhaustive)

Palantir $PLTR (+6,63 %)

Ferrari $RACE (+2,63 %)

Rheinmetall $RHM (+4,22 %)

Agree Realty $ADC (+0,95 %)

visas $V (+1,87 %)

Hermes $RMS (+3,33 %)

Microsoft $MSFT (+2,3 %)

Nu 😅 $NU (+6,32 %)

Asml $ASML (+2,2 %)

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On the other hand, I think they are favorably valued at the moment:

(some are not really cheap, but maybe worth buying)

Amazon $AMZN (+1,14 %)

Abc $GOOGL (+1,7 %)

Sofi $SOFI (+2,44 %)

Lockheed Martin $LMT (+3,71 %)

Berkshire $BRK.B (+3,07 %)

Caterpillar $CAT (+0,58 %)

Occidental Petroleum $OXY (-1,56 %)

Rio Tinto $RIO (-1,21 %)

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I think I probably wouldn't regret it if I just sold everything and put it in the $HMWO (+2,28 %) and put it in the But I enjoy individual shares and the risk is limited. Still, I would like to know how you read valuations and translate them into action decisions and what you think about my specific situation and would possibly act.

I have my eye on;

$GOOGL (+1,7 %)

$NKE (+0,87 %)

$SOFI (+2,44 %) (Although I would expect it to reach $8-$9).

$NU (+6,32 %) (I would expect a bigger drop as well).

Any others being punished by the market current? 📈⬇️📉

I am 18 years old and started investing last October.

I have a part-time job with an income of €350 a month.

I need this for my savings plan on

$NOVO B (-0,73 %)
$NKE (+0,87 %)
$SOFI (+2,44 %)
$CSNDX (+3,01 %)
$QBTS (+3,56 %) and $1211 (+4,52 %)

I follow the dividend strategy, but I also have a few non-dividend stocks in it because I think they have potential with an investment horizon of at least 10 years.

How would you rate my portfolio?

What is your opinion on Avance Gas?

Best regards and thank you very much for your feedback - it is very important to me!

$SOFI (+2,44 %)

SoFi is demonstrating its expansion by strategically growing its lending platform business and diversifying its revenue streams for sustainable growth.

SoFi Technologies' financial results highlight revenue growth and a significant transition to achieving sustainable profitability.

SoFi expands its premium membership program, demonstrating its commitment to enriching the financial lives of its growing member community.

While the stock has been volatile, it appears to have bottomed out and is slowly beginning to recover.

SoFi Technologies recently signed a major agreement to expand its lending platform business, securing a commitment of up to $5 billion from funds managed by Blue Owl Capital.NYSE: OWL, a leading asset management firm with over $250 billion in assets under management. This two-year agreement, the largest of its kind for SoFi, underscores its strategic focus on diversifying revenue sources and emphasizes fee-based revenue over capital-intensive loans.

Post-purchase!

Buy Sofi now despite the overvaluation and significantly lower buy-in? They have a good profit margin and have only been profitable since 24, hence my question.

$SOFI (+2,44 %)