2Sem.·

The community was quite wrong 📉

In the end, I actually decided on neither of them.

No industry that appeals to me.

$NOVO B (+1,06 %) vs $LLY (+2,04 %)

s/o on @Tenbagger2024 in the commis 🫡

J Money

@JayjoMoney

1Année·

I would like to add one of the two to my portfolio. Both very solid and I don't think I'm doing anything wrong with either, but I only want one position for now.

12 Commentaires

Epi@Epi

2Sem.

But it was also a nasty choice: Plague or cholera, rain or eaves.
One was bad, the other worse. 🥶

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J Money@JayjoMoney

2Sem.

@Epi so they voted pretty clearly for that hahaha

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Epi@Epi

2Sem.

@JayjoMoney In any case! 😅
Getquin Community - my favorite contra indicator. 😍

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Tenbagger2024@Tenbagger2024

2Sem.

I'm at a loss right now.
Or I'm on the line 🙈

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Patrick Schäfer@Hotte1909

2Sem.

@Tenbagger2024 probably because you wrote back then that lilly is more broadly based

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Tenbagger2024@Tenbagger2024

2Sem.

@Hotte1909
In the end, Lilly would have been the better investment. Even if it is down double digits ytd but still better than Novo.
Perhaps I should have written in the comment that neither was an investment.
Because Lilly was far too expensive at the time.

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Patrick Schäfer@Hotte1909

2Sem.

@Tenbagger2024 It's always relative, of course. Lilly is up 170% with the junior in the children's portfolio 😉

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Tenbagger2024@Tenbagger2024

2Sem.

@Hotte1909
Not an issue in the long term either.
As I wrote, the company is broadly positioned and still has a lot in the pipeline.
But I personally am positioned differently in the pharma sector

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Dividendenopi👴@Dividendenopi

2Sem.

So where did you put your money?

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J Money@JayjoMoney

2Sem.

@Dividendenopi In the end, I didn't end up in either of them. Not an industry for me. Too uninformed and not interested in reading up on the industry

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Artiskon@Artiskon

2Sem.

@JayjoMoney that was not the question ;)
Is there an alternative investment?

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J Money@JayjoMoney

1Sem.

@Artiskon @Dividendenopi I have continued to invest in my portfolio and have not added any new positions. You are welcome to take a look at my portfolio, but I don't know how useful it would be to list 30 positions here

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