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You've really got your act together. Your strategy and considerations are right. Nevertheless, add good alternatives to tech to your portfolio.
There are equally good growth stocks with double-digit growth.
I also have the same pharma stocks in my portfolio, so I'm already excited.
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@Tenbagger2024 I am looking for alternatives that suit me. So far, however, I've only been convinced by the pharmaceutical sector with the 3 stocks mentioned, as well as LVMH, Airbus and Encavis :)
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@Kytez
Consumer goods are always on sale.
And not just luxury
Double-digit growth, for example

$CMG
$ELF

Otherwise recycling, waste is becoming more and more

$RSG