4J·

Almost End of Year Resolution

I have already trimmed my $MSTR (+8,98 %) and $COIN (+0,27 %) positions and opened a small position in $HOOD (+3,38 %) for a bit of long-term investment.

Nothing wrong with $MSTR (+8,98 %) but I considered it as selling $BTC for over 250K.

Completely out of $AMAT (+0,53 %) instead, I focused on only $ASML (-1,59 %), might add $AMAT again but for a better price or better market conditions.

I recently bought $MU (+2,58 %) because it is extremely undervalued, I will add more after earning which is in 2 days.

Buy List for 2025 at the right price

$NVDA (+2,01 %)

$PG (-1,24 %)

$AVGO (+0,31 %)

$MSFT (-1,05 %)

$GOOGL (+0,94 %)

$AAPL (+1,34 %)

$NOVO B (-17,74 %)

$MU (+2,58 %)

$ASML (-1,59 %)

$2330

$BTC (-0,96 %)

$ETH (+0,26 %)


Selling 2025

$MSTR (+8,98 %)

$COIN (+0,27 %)


ETF's that I will keep DCAing for 2025

$VEUR (-0,84 %)

$SPY5 (-0,21 %)

$VFEM (-0,05 %)


any suggestions are welcome

2
5 Commentaires

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Personally, I think $MU is a bit more undervalued compared to $LRCX , but $LRCX has a better track record when it comes to dividend and share buy backs. I already hold enough $LRCX and am not adding more as of right now.
1
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Not really they are in the same industry but doing two completely different things.
1
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what is worh $LRCX
do you think its undervalued like $MU ?
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it's madness to get out of $COIN right now...is currently one of the stocks with the highest potential to explode and go ATH
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