Richemont Azione Forum

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET (+0,19%), $MA (+0,88%) , $VRTX (+3,85%) , $RMS (-3,64%) , $PGHN (-0,51%) , $COLO B (+0,18%) , $ACN (-0,5%) , $MNST (+1,28%)
$FICO (+8,02%) , $MCO (+3,79%) , $KNIN (-0,47%) , $S&P Global, $ISRG (+2,71%)
$III (-2,83%) , $BKNG (+1,31%)
$HLAG (-2,26%) , $QCOM (-0,3%) , $CFR (-5,99%) and $IFX (-0,83%) . Already blatant companies

Would love some portfolio feedback!#portfoliocheck

The goal is to save +- 35 selected stocks evenly over the long term in order to build up a passive income with dividends.

As soon as $PAEM (-1,94%) has a positive return, it is sold and also reallocated to equities.

The following stocks will follow in the next few months:

Individual shares

$HOLN (+0,32%)

$CFR (-5,99%)

$PM (+1,85%)

$BALN (+0,25%)

$BKW (+0,19%)

$MCD (+2,19%)

$CL (+3,18%)

Bonds, gold and a global ETF

$CSBGC7

$SGLD (+0,05%)

$ZPRG (+0,6%)