7Mo·

My Portfolio so far, been investing for 1,5 years now.

Planning to change into Dividend investing as soon at the total value, hits around the 350-400k mark.

what are your thoughts on this?

how do you approach your investing?

Thinking about adding $NU (+0,65 %) and $ASML (-1,42 %)

i do really think that $UPST (+1,27 %) is going to skyrocket the next 2-3 years, and next bump up, being the cut coming next month.

7 Commentaires

7Mo

I am also thinking about adding $NU , I am currently living in Brazil and everyone talks about it

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FrancoJrG@OGREDAISFonds

6Mo

NU has a flywheel business model giving back to consumers just like amazon and costco.
Less cost to serve thorugh technology- pass on cost saving to costumers - more happy customers - less cost to serve...brick and mortar Banks will eventually disappear. NU will change financial services like netflix did for TV.

Whats your thesis on upstart?

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Tim Vanman@Vanman

6Mo

@OGFonds upstart has been suffering during this high rate period, but have made a lot of new partnerships, and with rates now falling to lower rates, i think this might benefit upstart.
Q2 report was above expected, and they actually expect to be profitble in Q4, so im exctited to see, if it can come near its highs in 2021, i might just sell if it hits 100$

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