1Mo·

Growth and quality stocks wanted

I am currently restructuring my portfolio and would like to keep the ACWI as the core and have a mix of growth and quality individual stocks with a long investment horizon as satellites. I have currently selected the following stocks:


$NVDA (-0,8 %)

$GOOGL (-0,67 %)

$AMZN (-1,27 %)

$2330

$BRK.B (+0,46 %)

$ASML (-0,29 %)

$V (+0,99 %)

$NOVO B (+1,06 %)

$FTNT (-0,38 %)

$SOFI (-2,94 %)

$CSU (+3,25 %)


However, this selection is very tech and USA focused. Do you have any suggestions or alternatives? For example, I have $LIN (-0,85 %) , $SAP (-0,74 %) , $SIE (-0,19 %) and $CAT (+1,49 %) or $DE (+0,11 %) on the watchlist. What do you think?

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8 Commentaires

@Tenbagger2024 thank you very much. i have decided on heico, cintas and copart
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@8fionn
Not wrong in the long term.
With copart, you have to see where the journey takes you once autonomous driving becomes established
@Tenbagger2024 yes, let's see what they come up with
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$ZTS could fit into your booty scheme? i can also think of $UBER $NU $KNSL $UNH $MELI $APH $WKL
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@Cai-pirinha thanks i think i will take up zoetis, unh, kinsale, meli and amphenol. I already have
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