Accidentally timed the pump today 👌😅

Arista Networks
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27Retirement with...?
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:
$BBAI (+0,59%) 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.
Almost certainly not with your strategy. 😬
Adjustments in Sinas 40
Hello my dears...
There have been adjustments to the Sina 40
Out:
$JNJ (-0,14%)
$ALV (+0,51%)
$CS (-0,07%)
$NVDA (+0,64%)
$7974 (+1,56%)
$ULVR (-1,49%)
$NFLX (+0,04%)
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 (+0,45%)
$ORCL (-0,16%)
$6857 (+6,57%)
$AVGO (+0,62%)
$TXN (+0,87%)
$COST (-0,27%)
Stocked up:
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
Depot update
First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅
As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈
since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹
At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆
In my portfolio introduction post, I mentioned that I would like to $DHR (-0,39%) against $SYK (-0,36%) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (-1,52%) I also parted with
I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂
I tried as best I could to increase "every" position in the portfolio a bit🧐
First of all, I'll mention the positions that were further expanded
$VWCE (+0,16%) + ~10k
$GRAB (+0,69%) + ~1k to (3.38)
$BLK (-0,05%) + ~ 1.3k (678)
$ASML (-1,82%) + ~2.7k (555,45)
$GOOGL (+0,45%) + ~ 1.5k (124,66)
$MPWR (+0,06%) + ~ 1.6k (409,21)
$SOFI (+0,6%) + ~ 0.7k (7,78)
$LIN (-0,33%) + ~ 1.1k (388,20)
$QCOM (+0,34%) + ~ 1.5k (113,62)
$CRWD (+0,2%) + ~ 0.9k (289,75)
$MSCI (-0,18%) + ~1.3k (451)
$V (-0,12%) + ~ 1.4K (274)
$AMZN (+0,05%) + ~ 1.4K (159,74/159,34)
$MSFT (-0,02%) + ~ 1.7k (335/337,75)
$MC (-1,09%) + ~ 1.9k (482,31)
$NOVO B (-1,29%) + ~ 2.5k (51,68)
$ABBV (-0,25%) +~ 1.5k (152)
$NVDA (+0,64%) +~ 2k (85,04)
$UNH (-0,17%) +~ 1.7k (336,30)
$PEP (-0,15%) +~ 1.1k (114,97)
$MRK (+0%) +~ 1k (67,70)
------------------
now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇
$SYK (-0,36%) ~ 2.1k (305,72)
$META (+0,3%) ~ 1.4k (467,30)
$AVGO (+0,62%) ~ 1.1k (156,76)
$ISRG (-0,29%) ~ 1.6k (398,30)
$SPGI (-0,05%) ~ 1.2k (403,22)
$ANET (+0,45%) ~ 1.8k (70,50/58,65)
$UNP (-0,32%) ~ 0.9k (187,56)
$CAT (+0,31%) ~ 1.5k (246,50)
(I hope I have not forgotten anything)
I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬
Now I'm curious to see what you've bought, my dear investors?
Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣
thanks again for reading 🥸
in that sense
have a nice weekend ✌️
Intuitive surgil is still the market leader but is facing competition, including from Stryker. But you have both. And robotics is only just beginning and will continue to grow.
Unfortunately, I sold Arista. However, it should continue to benefit from investments in AI.
I'm starting to hate LVMH 🙈. It's been a drag on my portfolio for a long time. And I'd rather sell it today than tomorrow. But somehow I also believe in a recovery and that's why it's staying put for now.
Well, the Apple statement about Google has caused uncertainty at Alphabet. We'll have to see how Google counters this now. But I'm sticking with it for now. And I have already written something about this in another post.
I am somewhat skeptical about Merck due to expiring patents of the blockbuster.
Novo is the market leader, but is facing increasing competition and the pie is getting smaller.
I see more potential in the biotech sector, but the risk here is also greater.
The semiconductor sector will remain volatile. The Chinese are continuing to catch up, see Huawei. And often the smallest announcement is enough to push the sector down again.
But there is still potential.
Whereby phase 2 and phase 3 have long been initiated in the AI sector. And you have to find the pearls here.
I think you're missing a few European or Asian stocks.
And you are quite invested in tech
Business at Arista is up and running
- 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

Arista Networks, Inc. reported earnings Q1 FY2025 results ended on Mar 31, 2025
🌱Revenue & Growth
- Total Revenue: $2.005B, +27.6% YoY
- Product Revenue: $1.692B, +27.4% YoY
- Service Revenue: $312.3M, +28.7% YoY
- Revenue Growth: +3.9% QoQ
💰Profits & Health
- GAAP Gross Margin: 63.7%, unchanged YoY
- Non-GAAP Gross Margin: 64.1%, -0.1% YoY
- GAAP Net Income: $813.8M, +27.6% YoY
- Non-GAAP Net Income: $826.2M, +29.6% YoY
- GAAP EPS: $0.64, +28% YoY
- Non-GAAP EPS: $0.65, +30% YoY
📌Business Highlights
- Board authorized $1.5B stock repurchase program
- Introduced Cluster Load Balancing for AI networking
- Launched AI job-centric observability with CloudVision
- Recognized as leader in 2025 Gartner Magic Quadrant
- Completed $787M stock repurchases in Q1 2025
🔮Future Outlook
- Q2 2025 Revenue: ~$2.1B
- Non-GAAP Gross Margin: ~63%
- Non-GAAP Operating Margin: ~46%
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