Hello community,

I would like to present my revised portfolio strategy to you today and am looking forward to your opinions and constructive feedback. I am pursuing a core-satellite approach.

The core (approx. 40%):

My foundation for long-term and stable asset accumulation. Here I rely on the MSCI World and the Nasdaq 100 in order to participate in global economic growth in a broadly diversified manner. Simple, cost-effective and proven.

The satellites (approx. 60%):

Here I pursue clear, thesis-based investments in individual stocks. These can be divided into six thematic clusters:

1. the AI infrastructure (cloud, data & security):

My biggest bet. I believe that the real winners of the AI revolution are the companies that provide the foundation.

Positions:

Cloudflare, CrowdStrike, Snowflake, Datadog.

2. the fintech revolution in emerging markets:

The disruption of traditional banking in populous and digitally savvy regions.

Positions:

MercadoLibre, Nu Holdings.

3. global champions & turnarounds:

Here I bundle global market leaders that I consider undervalued or that are on the verge of a comeback.

Positions:

Alibaba, BYD. For me, these are not speculative gambles, but counter-cyclical bets on dominance in their respective markets.

4. industrial excellence & luxury brands:

A bet on undisputed market leaders in highly profitable niches with strong moats - from armor to high-tech automation to luxury sports cars and one of the best investors of all time.

Positions: Rheinmetall, Ferrari, Berkshire Hathaway, Keyence.

5. future technologies & energy:

The thesis here is clear: more AI and more data centers require massively more energy.

Positions:

The Uranium ETF, Iris Energy, American Lithium.

6. megatrends: health & sustainability:

Investments in global market leaders that benefit from two unstoppable social developments: demographic change and the need for a circular economy.

PositionsNovo Nordisk, Tomra Systems.

My question to the Getquin community:

What is your opinion on this strategy and allocation?

#DepotCheck #PortfolioReview #Feedback #CoreSatellite #Strategy

$NET (+0,17%)
$CRWD (-0,52%)
$NOVO B (+2,36%)
$1211 (-0,36%)
$BABA (-0,78%)
$IREN (-0,18%)
$NLR (+1,86%)
$ACWI
$WSML (-0,02%)
$RACE (+0,07%)
$BRK.B (+0,3%)
$RHM (+2,77%)
$6861 (-0,23%)
$DDOG (+1,04%)
$MELI (+0,53%)
$SNOW (+0,38%)
$NU (+0,94%)
$TOM (+0,42%)

The price/sales ratio (P/S) relative to sales growth is a one-dimensional view, but nevertheless provides a good initial overview:

Table = sorted in descending order by market capitalization

Which companies do you see as having the greatest potential in the next 5 years?

$PLTR (-0,48%)

$NOW (-1,01%)

$SHOP (-0,15%)

$SPOT (-2,03%)

$PANW (-0,69%)

$CRWD (-0,52%)

$CSU (+2,13%)

$HOOD (+1,07%)

$RBLX

$ABNB (+1,73%)

$COIN (-0,94%)

$FTNT (-2,22%)

$NET (+0,17%)

$AXON (+1,12%)

$TTD (+0,04%)

$RDDT (-0,01%)

$DUOL

$HIMS (+0,83%)

$BMBL

these are $CHKP (+0,17%) !

Check Point Software is back - and how! In an industry characterized by AI-driven dynamics, cloud shifts and geopolitical nervousness, the Israeli veteran of IT security is impressing with an explosive triad: a solid balance sheet, aggressive share buybacks and a high-growth subscription model. While competitors such as Palo Alto and CrowdStrike sacrifice their margins to expansion, Check Point manages to strike a balance between innovation and profitability. With Quantum Force, a new hardware line was established, the firewalls modernized and the customer base reactivated - 14 percent growth in license sales speaks for itself. The transformation to a subscription-based provider is particularly exciting: 43 percent of sales already come from recurring revenues and free cash flow is over one billion dollars a year. Debt? Not a thing. But almost three billion dollars in cash and a buyback program that is driving up EPS and valuation. Even a conservative multiplication results in a share price potential of 10 to 20 percent - with a view to the market position and the valuation delta to industry giants, there is even more potential. Analysts are forecasting a peak price potential for the next twelve months that is 40 percent higher than the current price level. Yes, the risks are real: SaaS transition, strong competition, integration effort. But anyone looking to add a balanced, high-margin cybersecurity investment with technical strength and a fundamental underpinning to their portfolio will now find a rare opportunity with Check Point.

Check Point's share price has risen by an impressive 1,150% since 2009 - this corresponds to an average annual price increase of around 16%. In the past two years, the upward momentum has accelerated even further. The share price could currently be on the verge of reaching a new all-time high. Since the end of January, the share price has been moving sideways between 207 and 234 dollars. The previous record high of 234 dollars was reached at the beginning of June. If the breakout into new chart territory is successful, this would result in an initial price target of USD 254 based on volatility. In the medium term, a rise to the round USD 300 mark would even be conceivable. Despite the very promising prospects, existing positions should definitely be hedged with a stop at 202 dollars

Among the four cybersecurity stocks alongside $CHKP (+0,17%) yet $FTNT (-2,22%) , $PANW (-0,69%) and $CRWD (-0,52%) Fortinet stands out in particular with an impressive 12-month performance of 72%. The performance of the three competitors was less spectacular, but remained positive. Check Point achieved a plus of 28%, with the majority of this increase being attributable to a dynamic upward movement in January. In view of the solid fundamental starting position, the next price surge could now be imminent. A look at the comparison table confirms this: Check Point is clearly ahead in terms of key figures. The profit growth forecast for the coming years is also in the double-digit percentage range. Analysts therefore currently put the share price potential at around 40 percent - with a target price of 300 dollars!

And here, too, I am prepared for a derivative entry with JF8Y3G. Of course, this is not an investment recommendation. But why shouldn't they surprise positively with the figures. It is very important to note that the following applies to both of the bills presented today: only enter after 3:30 p.m., as there are no fair prices before then.

18.07.2024: Panic crash due to Microsoft error → + opportunity.

19.07.2024: First entry at ~$295.

04.04.2025 & 07.04.2025: Follow-up purchases at $326 & $323.

Today: +43 % - thanks to clear thesis & market leadership.

✅ Endpoint security & XDR

✅ SaaS + AI + high customer loyalty

✅ Global growth plan

No short-term hype, but long-term infrastructure investment.

$CRWD (-0,52%)

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00:00:00 Nvidia, Qualcomm, MediaTek

00:50:30 Sunrise Communication A40B6Q

01:07:45 Zscaler

01:19:00 Crowdstrike

01:34:50 Broadcom

01:47:00 Annual HU thanks to EU

Spotify

https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa

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https://www.youtube.com/watch?v=35DxL3Xy7i0

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https://podcasts.apple.com/us/podcast/91-nvidia-crowdstrike-sunrise-broadcom-qualcomm-zscaler/id1695869891?i=1000710930607

$NVDA (-0,14%)
$QCOM (-0,11%)
$2454
$AVGO (+0,09%)
$ZS (+0,33%)
$CRWD (-0,52%)
$SUNC (-0%)