TaxesAreTheft (@TaxesAreTheft) su getquin

4Mes·

I am still bullish about $MSCI (+0,09%) but in the current situation it is too highly valued for me with an unconvincing risk/reward ratio.

The earnings will be in $BN (+0,75%) and $GOOGL (+0,94%) reinvested.

16.08

MSCI

Venduto a 507,40 €

7 Commenti

Memos97@Memos97

4Mes

To be honest, I can't understand this at all, either fundamentally or in terms of the chart. Msci is an absolute top dog and the moat is getting bigger every day as existing AUM become taxable with the rise and are tied to Msci. For me, it is no longer as attractive as it was at €430, but I would never think about selling.

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ThemenmitKopf@topicswithhead

4Mes

How much are you out (relatively) in percentage terms? My 20-30% would be a weak statement, and I wouldn't have rated you as a trader with good values

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Wachstums_Aktionär@schokosahne

4Mes

To be honest, I currently see it as significantly undervalued, even if growth shrinks from 28% to 20 to 22%.
Then it is still a very good value for a portfolio and is well positioned for the long term.

I see Google, on the other hand, as significantly more expensive personally by its standards.

But I think it's very good that you have a plan and that you're sticking to it.

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