$NOVO B (+0,73%) Has anyone already received the dividend?$MAIN (+0,44%)

Novo Nordisk
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694Stock inspiration for the coming year
Hello Getquin Community,
I wanted to ask if you currently have a stock that you consider to be hugely undervalued. Everything is going very strongly again at the moment, so I'm looking forward to your ideas. Gladly, stocks that are not floating around in the first row like $NOVO B (+0,73%) , $ASML (-0,07%) , $MSFT (+0,05%) , $NVDA (-1,32%) and co.
As a little inspiration, I am currently $BUR (+0,55%) is relatively highly weighted again because the valuation is very fair at the moment, even without a major one-off effect that is likely to be increasingly monetized over the next one to two years. In itself, litigation finance is simply a very interesting and niche area. There will also be a stock analysis on this next month, so you can look forward to that :)
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Your Basti
A small bonus on top of the return
I also trimmed the position at 48.28 on the monthly and took profits once again, was automatically triggered at 07:30. still own 100 shares. I am satisfied with the current entry price and valuation (including figures). I will let it run further and possibly trim it to 50 shares again if the valuation becomes unrealistic. If the share dips towards 40 again, I'll play the same game as before and get in big again and take the upward trend with me. ✌️ I must honestly say that I was lucky with the timing and also with the profit taking. Out of 10 trades I messed up 1 but with minimal losses of 6% on 7k and the rest 10 - 17% on 25k.
Portfolio conversion
Hello, I am currently considering changing my portfolio and switching to a core-satellite strategy.
My main part should be the $SPPW (-0,06%) with approx. 45%. After that, dividend stocks will follow: $NOVO B (+0,73%) with 10%, $O (+0,21%) with 5%, $MO (+0,26%) with 5%, $MAIN (+0,44%) 5% and $PG (-0,07%) at 10%.
The growth values should consist of $NVDA (-1,32%) , $AAPL (+0,05%) , $2330 and $ASML (-0,07%) with 5% each.
Would you sign this or would you change something?
Table with values for an easier overview:
MSCI World SPDR - 45%
Novo Nordisk - 10%
Realty Income - 5%
Altria - 5%
Main Street Capital - 5%
Procter & Gamble - 10%
Nvidia - 5%
Apple - 5%
TSMC - 5%
ASML - 5%
Changes I have made so far:
Reduce Novo nordisk and procter & gamble to 5% r and add 5% gold and btc each.
Otherwise, I share the motto that no individual value should exceed the 5% threshold.
My core principles - Which stock to trim?
I am looking to sharpen my knife and trim my portfolio down to only 15 stocks. Which stocks would you suggest I cut/sell and which ones would you put more emphasis on? Let me know in the comments!
Over the years, I’ve sharpened my strategy down to a focused portfolio built on true compounders. Here’s what guides my stock picking:
- High Capital Returns – I only want companies with top-tier ROIC & ROCE, not just “good” but best in class.
- Predictable Growth – earnings and free cash flow need to grow steadily, not in cycles.
- Strong Margins – wide gross margins, healthy operating margins, and high free cash flow conversion.
- Global Megatrends – every holding should profit from long-term, accelerating trends.
- Quality over Quantity – I’d rather own ~20 world-class businesses than chase diversification for its own sake.
- Long-Term Horizon – 5+ years minimum. Buy, hold, and compound.
here’s my current holdings:
A completely normal Tuesday - tomorrow the world will look completely different again
Have I forgotten something?
Only Novo is doing well $NOVO B (+0,73%)
And my egg farm $CALM (+0,01%)
More than 1,800 lawsuits have been filed in the USA against the diabetes drug Ozempic
There are now over 1,800 lawsuits against the diabetes and weight loss drug Ozempic in the USA. A central class action lawsuit (MDL No. 3094) is being coordinated by Judge Karen Spencer Marston. Allegations: serious side effects such as gastroparesis (stomach paralysis), intestinal obstruction and inflammation, especially when used off-label for weight loss.
The first "bellwether" pilot trials are due to start at the beginning of 2026. Experts anticipate a potential total liability of over USD 2 billion for manufacturer Novo Nordisk. In addition to the financial risk, there is also a reputational and regulatory risk, which may lead to further volatility in the short term.
How do you see the situation?
Is the situation already priced in?
Sell? Hold? Buy more if the price falls?
Personally, I'm still wavering, but I'm currently leaning towards holding and watching...
No investment advice
I'll throw in a few real experiences, as my mother is currently undergoing treatment with tirzepatide, the dual GLP-1 atagonist from Eli Lilly. Short-term side effects = 0 to hardly worth mentioning.
From my point of view, the problem will be that the medication is not phased in as recommended by the manufacturers and then the dose is gradually increased, but that you go straight for the jugular because: It has to be quick.
In such a case, the side effects mentioned are quite realistic, and I also consider a successful defense to be very realistic.
The bottom line is that Novo was also doing great business before GLP-1, especially as it is not just once that we can read that they have more stuff in the pipeline. Diabetes as such will not cease to exist just because there is a GLP1 therapy. So: buy more and wait.
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