position full...
Daikin IndustriesJP348180000563676367
I will soon have some money available to invest again, which I would like to use for additional purchases.
First and foremost, I want to further expand my ETF positions.
I would particularly like to buy more of my individual stocks at the moment:
- Canadian National Railway $CNR (-1,26 %)
Nestlé $NESN (-0,89 %)
PepsiCo $PEP (-0,84 %)
Daikin Industries $6367 (+1,43 %)
Walmart de Mexico $WALMEX* (-0,35 %)
These are all long-term positions in my portfolio, which I think are currently valued quite favorably.
What do you think of these 5 companies?
I am grateful for any input!
Your Burner
My biggest additional purchase this month. I doubled my position with 2 tranches. The quarterly figures are due on Wednesday. If Paycom exceeds expectations again, I see a recovery to €220 as realistic.
Other additional purchases this month also include $PDX (+0,96 %)
$UNH (-1,21 %)
$DE (+1,49 %)
$LIN (+0,07 %) and $6367 (+1,43 %)
In total, reserves amounting to around 2-3 net monthly salaries have been spent, including savings plans. In May, I will continue to move aggressively into the market and further reduce my considerable cash position before slowing down my investment pace towards the summer.
Nevertheless, always remember: time in the market beats market timing ⏱️ I may be buying too high now, but I also intend to stay in for a LONG time. In many positions even forever.