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Ändi J.
@trader_3063
3J·

Portfolio valuation

12Positions
24 699,99 €
5,21 %
7
15 Commentaires
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Chris@Multibagger
3J
I would get rid of XRP and $META. Of the MAG 7, I think Meta will perform the worst
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Ändi J.@trader_3063
3J
@Multibagger
Thank you for your assessment!

And how would you then invest the capital released from $META?
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Christian@Gebsen79
3J
@Multibagger I would put the meta money into the all world etf that you already have
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MrSchnitzel@MrSchnitzel
3J
@Multibagger In my opinion, too $AAPL
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Chris@Multibagger
3J
@trader_3063 I would shift it to $GOOGL and $NVDA, as well as $AMZN
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Johannes@Johannes12345
2J
$META I sold out a few weeks ago and recently I also got rid of $1810, which you want to buy 🙈
I see more potential elsewhere in the long term, e.g. $UEC , $PNG or $LMND.
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ShindyDeanMartin@ShindyDeanMartin
1J
@Multibagger May I ask why you're not a Microsoft fan?
I find you the strongest of the Mag 7 with Alphabet
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Chris@Multibagger
1J
@ShindyDeanMartin I believe that $GOOGL, $AMZN and $NVDA have more upside potential over the next 1-2 years. That's what counts for me.
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ShindyDeanMartin@ShindyDeanMartin
1J
@Multibagger What do you base that on?
For example, I think Microsoft's growth in the cloud is also solid.
Coupled with the company's robustness and diversification, this makes it my personal favorite.
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Chris@Multibagger
1J
@ShindyDeanMartin The other 3 are more broadly positioned for me. Not just cloud, but also chips, autonomous driving, robotics, space travel. These are all futures that Microsoft doesn't have to offer.
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ShindyDeanMartin@ShindyDeanMartin
1J
@Multibagger thanks for your perspective.
Let's see who is right in the end 😋

In any case, I wish you every success my dear!
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Chris_legt_an@Chris_legt_an
3J
In itself a good selection of stocks, but not very diversified, there is a lot of overlap in the tech sector, which is currently doing very well but could also run into a corrector due to the high prices.
Plus insurance and crypto.
Have you ever considered increasing your ETF allocation? Or if you want to continue with individual stocks, companies from sectors such as chemicals/pharmaceuticals, basic supplies such as gas, communications, basic foodstuffs, defense?
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Ändi J.@trader_3063
3J
@Chris_legt_an
I had already considered energy.
$NEE I had considered it once.

What would be your tips for communication?
Pharma ?

Regards
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Chris_legt_an@Chris_legt_an
3J
@trader_3063 $DTE is currently turning into a global player, otherwise I have to say I can't think of any stocks that I could call a tip😁
Pharma is a hot potato, I think there will be some movement in the next few years.
$BAYN and $NOVO B definitely offer good entry prices and I think Novo has a lot of catch-up potential!
Otherwise there are the other global players, $ROG $LLY $NOVN $MRK $JNJ.
I personally have $NOVO B and $JNJ in my Depot☺️
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