Arista Network in the portfolio for a change, although I would have liked to get it cheaper.

Hello everyone,

Do you think it's possible to retire early with the portfolio?

At...80?

I would like to get out of many stocks as soon as I am in the black and reinvest.

The plan is to get out of:

$AMAT (+0,19%)

$ANET (+1,6%)

$DELL (+1,08%)

$SOL (+1,75%)

$BBAI (+1,21%) I would like to reduce my position and possibly wait for a new entry.

What is your opinion, what can you recommend?

• I am looking forward to your opinions.

Hello my dears...

There have been adjustments to the Sina 40

Out:

$JNJ (+0,47%)
$ALV (-0,07%)
$CS (-0,95%)
$NVDA (+1,3%)
$7974 (+2,08%)
$ULVR (-0,63%)
$NFLX (+1,05%)

NVIDIA only 50%

apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)

In:

$ANET (+1,6%)
$ORCL (+1,4%)
$6857 (-1,3%)
$AVGO (+1,47%)
$TXN (+0,49%)
$COST (+0,7%)

Stocked up:

$AAPL (+0,79%)

$QCOM (+1,06%)

The remaining cash is € 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40

PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y

• Revenue was $2.005 billion, an increase of 3.9% compared to the fourth quarter of 2024 and an increase of 27.6% compared to the first quarter of 2024
• GAAP net income of $813.8 million, or $0.64 per diluted share, compared to GAAP net income of $637.7 million, or $0.50 per diluted share, in the first quarter of 2024.
• In May 2025, Arista's Board of Directors approved an additional repurchase program of up to $1.5 billion The actual timing and size of repurchases will depend on market and business conditions, capital requirements, share price, acquisition opportunities and other factors.

Source

https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-First-Quarter-2025-Financial-Results/default.aspx