4Sem.·

Wow, another green month 🫢

My biggest drivers of price movements in July were $ACN (-0,52 %)
$MSFT (-1,07 %)
$BMY (+0,59 %)

in the past few months I have aggressively invested $MSFT (-1,07 %) and tried to drawdown to my advantage. I closed out several positions and invested in MSFT . It remains to be seen whether I made the right move.

The stock is trading following the earnings at around €16,500 , and I feel very good about it.

What do you think after the results from $MSFT (-1,07 %) ?

6 Commentaires

thomas@opathomas

4Sem.

Great, good month...👍

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Poor Dad@PoorDad

4Sem.

@opathomas Thank you

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Johannes@Johannes12345

4Sem.

I think that even if the price drops a bit more, $MSFT is definitely a good long-term pick. I'm in too 💪🚀

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Poor Dad@PoorDad

4Sem.

@Johannes12345 Well, if it were MSFT, I'd always be on board

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Carsten B.@mrvalue

4Sem.

$MSFT And I've also included $ACN as a key driver... I'm personally convinced that we're not seeing business models eroded here, but rather that they're being solidly established and expanded.

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Poor Dad@PoorDad

4Sem.

@mrvalue I totally agree with you. That said, I’m a bit more cautious about ACN, even though I’m very confident in it. The market usually doesn’t catch on until later. But it’s a great opportunity to buy more shares.

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