2Sem.·

New gains in my highly concentrated portfolio


Although now I feel that $MSFT (-1,05 %) is not that attractive for a new purchase so it's a "hold" for me now


I'll probably sit on cash until I find something undervalued.

Two of the companies I'm looking at are $KO (-0,4 %) and $NKE (-6,85 %)


What are y'all buying? 🙂

2Positions
65 607,88 $US
20,17 %
2
7 Commentaires

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Too many individual items for my taste.
12
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I have coca Cola and Nike in my Portfolio, bought them a few months ago

Longterm i think its a good pick since they are big companies

Shortterm wise, you have to be patient since other positions performed way better than those 2
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$KO is a newcomer in my portfolio, too. Kind of a "fire and forget" decision. Will probably accumulate over the next few years. Bought because of solid fundamentals and because I have to balance my way too high tech concentration …
$KO is a Basic investment for everyone, kind of „Basic must have“. And $NKE is a Top investment as well. Buy both of them.
And remember : Time in the market over market-timing….: especially when it comes to $KO or $NKE
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