immagine del profilo
I've also had it on my watchlist for a while now 💪
2
immagine del profilo
@RealMichaelScott hi nico what do you currently have on your watchlist or would you like to buy? 👌
$MTD currently too expensive
immagine del profilo
@Memo0606 In hindsight, of course, you could have bought $MTD, but you're always smarter afterwards.

No hot stocks at the moment. I am currently building up a position in $MELI via a savings plan because it is also difficult to estimate whether it is currently expensive or cheap. Otherwise, many of the stocks in my portfolio are currently too expensive for me to buy or my position is already large enough. A very hot candidate in the event of a setback would be $MSFT, which I still have slightly underweighted in my portfolio but would like to have more.

All in all, however, I am very happy with my portfolio at the moment and am not desperately looking for new positions.
1
immagine del profilo
@RealMichaelScott eann would you go in at $MTD?
immagine del profilo
@Memo0606 I haven't specifically looked at the entry point 😅 you are welcome to take a look at historical FCF yields and compare them. A while ago, under €1000 was actually a good time.
1