3Sem.·

50k milestone reached

I am proud to have reached this milestone.

I would be delighted to receive feedback on my portfolio.

I tend to take a long-term approach, but I find ETFs too boring.🥱 I would like to slim down my portfolio a little and am considering divesting from $LLY (+0,54 %) and / or $NOVO B (+0,13 %) to divest.

8 Commentaires

3Sem.

@der_Don I somehow suspected that this was coming 😅

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Gomerdoc@Gomerdoc

3Sem.

@YoJazz rightly suspected ! Where is $MCD?
Basic investment. Quasi "industry standard" of equity investment 😁.
The question arises.

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der_Don@der_Don

3Sem.

Where are the $MCD shares?

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Heiko@Schalk77

3Sem.

@der_Don 😂😂👍

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Alfred@Alfred16

3Sem.

I think you'll be sorry in a year or two, but that's just my opinion.

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IgorTheDwarf@TheHumbleDwarf

3Sem.

The M is actually a W and stands for Wambo. I Wambo, you Wambo, he/she/it Wambo. The doctrine of Wambology, of course...

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A Belgian investor@On3_investment

3Sem.

Hi ! Nicely done.
I think you should delete and/or reallocate and/or reinforce your smaller positions: you have 20 (out of 36) positions under 2% weight of your global portfolio. Individual rise of one position is not enough to influence your global portfolio meaning you're reducing your growth potential.
It's an observation I recently made on my portfolio so I feel free to share it ! :)
Maybe you could also have a look to stocks benefiting from the AI and datacenters trends, meaning by this the providers or constructors for those datacenters (like Oracle that you have, but maybe also Corning / Amphenol / TTMI / ...).
Currently I'm also having a look to Uranium and others (rare) metals.
Hope it helps a little bit!

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EugeneKrabs@Danicx13

3Sem.

I like your profile picture 🌚

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