3J·

Deciding on my next positions

I have been looking at 2 forward looking stocks for quite some time

I plan to add two new positions to my portfolio in the next few days/weeks: $PATH (-2,61 %) and $ALB (+1,02 %)


why $ALB (+1,02 %) ?


Strong long-term beneficiary of e-mobility & energy transition


Lithium demand to increase significantly from 2026, supply will not keep pace


Fundamentally interesting after the price slide, currently undervalued in my view


Why is that $PATH (-2,61 %) ?


Focus on business automation with AI


Real application in companies, not "pure AI fantasy"


Solid growth, exciting for the next 2-5 years


I am currently focusing more on growth stocks with substance as I am still young.

I want to build up capital now and switch to solid dividend stocks later.


I am looking forward to your opinion on both stocks!

Who has them in their portfolio or on their watchlist?

And what alternative ideas from other sectors would you recommend?

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3 Commentaires

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What is your investment horizon? Lithium will be ready in 1-2 years. Take a look at the development of sulphur-sodium batteries
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@financial_guru_1683 Investment horizon of my portfolio until my retirement
These should be between "stations
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