Arista Networks

US0404131064

ANET

ANET

Dear Community,

I would like to share my watchlist with you, buying opportunities have developed after the corrections:

$CCO (+1,1%)

$ANET (+2,74%)

$ASML (+4,37%)

$FMG (+1,58%) (buy later)

$OXY (-0,02%)

What is at the top of your list?

VG

After the good increase of$TSLA (+6,49%) I sold Tesla and made 2 new transactions. Namely $HPQ (+0,45%) and still $ANET (+2,74%) Because in my opinion both companies could achieve a decent price increase in July, or what do you think?

What are your dividend favorites?

I would like to divest myself of a few shares and add to existing dividend stocks.

Which positions would you add to ?

I will sell: $ANET (+2,74%)
$YCA (-1,23%)
$KLAC (+4,58%)
$CDNS (+3,48%)
$SNPS (+1,89%)
$QCOM (+2,24%)
$MRAM (+5,84%)
$SYNA (+2,61%)

I have approx. 1365€ available afterwards.

Hello stock market friends,

I would be interested in your assessment of my Quality Growth portfolio.

I currently feel comfortable with the portfolio, even though it is very technology-focused.

My approach is to only buy absolute quality companies with positive growth prospects at fair valuations. Some companies are simply rarely available at fair valuations ($ANET (+2,74%)
$SNPS (+1,89%) and co.), which is why I am prepared to add such companies with strong moats to my portfolio at a premium.

I am currently considering whether $MSCI (+0,28%) after the market punished the last quarterly figures.

I am also keeping a closer eye on $ZTS (-2,04%) more closely due to the recent setbacks. Fundamentally, the company is still operating excellently and is starting to look more attractively valued than it did a few months ago.

What stocks do you know that could be a good addition to my portfolio?

LG

Hello everyone,

Briefly about me: I am 26, an employee and also work in letting and leasing/special rental.

The two properties (market value +\- 10%) are now offset by loans of more €329,000 (nothing inherited 😉).

At 99%, this debt will soon increase by a further €150,000 and the real estate portfolio will grow a little again.

However, the cash will fall to +/- 0€, as the NK will be borne by the tenant.

I would like some suggestions and opinions on my portfolio.

Mainly on the subject of equities, as I'm still more of a newbie with about 3 1/2 years of "experience".

I still want to sell all the "meta bets" and park them in cash for the time being or invest them in the $LOCK (+0,99%) and the $XDWT (+2,23%) ETF ($ANET (+2,74%), $KLAC (+4,58%) , $CDNS (+3,48%) , $SNPS (+1,89%) , $QCOM (+2,24%) and $SYNA (+2,61%)).

Thank you!