I have been with Jumia $JMIA (+6,11%) since € 1.50 and AMD $AMD (+8,31%) I bought a lot more at € 80.
Airbus also $AIR (+1,69%) always delivers.
Paypal $PYPL (+2,83%) must now follow suit, but here too I see prices above €100 soon.
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638I have been with Jumia $JMIA (+6,11%) since € 1.50 and AMD $AMD (+8,31%) I bought a lot more at € 80.
Airbus also $AIR (+1,69%) always delivers.
Paypal $PYPL (+2,83%) must now follow suit, but here too I see prices above €100 soon.
I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:
5,000 € - Jumia $JMIA (+6,11%)
Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.
7,500 € - AMD $AMD (+8,31%)
AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.
2.500 € - PayPal $PYPL (+2,83%)
Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.
5,000 € - Airbus $AIR (+1,69%)
Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.
Conclusion:
I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.
What do you think - would you weight differently or do you have a position in one of these stocks yourself?
First of all, I have not checked these values exactly and do not know from which date they originate, but could mean even more upside for $IREN (+2,89%) especially if more hype comes in here.
PEG < 1 usually means mispriced growth
PEG > 2 is where you start hitting the danger zone
PEG ratios right now:
- $HOOD (+3,43%) ~6.6x
- $CIFR (+14,13%) ~4.3x
- $HIMS (+2,98%) ~3.4x
- $AAPL (+1,03%) ~3.3x
- $ORCL (+2,33%) ~3.1x
- $MSFT (+0,57%) ~2.4x
- $PLTR (+1,04%) ~1.8x
- $CRM (+0,86%) ~1.8x
- $AMD (+8,31%) ~1.8x
- $AMZN (+2,2%) ~1.6x
-$ASML (-0,79%) ~1.5x
- $META (+0,87%) ~1.4x
- $ADBE (+0,64%) ~1.2x
- $AVGO (+1,49%) ~1.1x
- $GOOGL (-0,02%) ~1.0x
- $PYPL (+2,83%) ~0.9x
- $TSM (+3,87%) ~0.7x
- $NVDA (+2,05%) ~0.7x
- $SOFI (-0,35%) ~0.6x
- $IREN (+2,89%) ~0.3x
https://x.com/stocksavvyshay/status/1974838017815957797?s=46&t=5M46IuHFFx0VtfxNNuG8NA
If we look at the current PEG ratio, this is a very bullish sign for $GOOGL (-0,02%)
$IREN (+2,89%)
$SOFI (-0,35%)
$PYPL (+2,83%)
$2330
PEG Ratio: P/E/expected earnings growth
if this value is <1 the company is undervalued according to Lynch!
After September also provided a decent return, I'm hoping for 150k at the end of the year. I have also recently started betting on a boost of $DEFI (+0,84%) . $KSPI (+1,21%) is out for me with +20% after a good run.
A bit of "stability" is provided by $DSFIR (+0,11%) and $MUM (-0,94%) although I hope to have bought them at a relatively low level. We will see...
Otherwise, onwards:
good investment to all!
$PYPL (+2,83%) for my long term cake. @Part_Time_Joe made me think it through, and I have decided it is a good decision. ( Or did I just have too much "green" in my portfolio :) )
Google $GOOGL (-0,02%) and PayPal $PYPL (+2,83%) announced a multi-year strategic partnership to jointly revolutionize commerce. The goal is to create frictionless digital shopping experiences and set new standards for innovation in the commerce ecosystem.
The collaboration covers several areas:
This partnership is designed to provide consumers, merchants and developers with flexible tools for the next generation of digital commerce.
Let's see what this cooperation will do to the course 🤑🤞🏼
📈 Oggi ho fatto un passo importante per il mio portafoglio azionario.
Ho deciso di rafforzare la posizione in $PYPL (+2,83%) (+20 azioni) e, allo stesso tempo, di aprire nuove posizioni in $CMCSA (+0,03%) (40 azioni) e $VZ (+0,03%) (55 azioni).
La scelta nasce da due motivazioni principali:
1️⃣ Diversificazione del portafoglio – ampliando l’esposizione a settori diversi, riduco la dipendenza da singole aziende e incremento la stabilità complessiva.
2️⃣ Valutazione delle aziende – PayPal, Comcast e Verizon sono realtà che considero solide dal punto di vista finanziario e che, a mio avviso, il mercato sta sottovalutando.
L’obiettivo è combinare crescita potenziale e resilienza in fasi di volatilità.
🔎 Continuerò a monitorare le performance e le prospettive, ma resto convinto che allargare la base del portafoglio su aziende di qualità sia una scelta strategica di lungo periodo.
What do you think about the $KLAR (+1,5%) share?
They are currently making losses. Personally, I often use Klarna to pay when it's offered online. Of course, there is a lot of competition like $PYPL (+2,83%) .
The IPO has been postponed again and again. Now the shares are also available from my broker.
Should I wait and see which way the price moves, or should I go in with a small tranche?
Hello everyone,
I have already built up a small portfolio (see below), which is currently quite US and tech-heavy.
My current positions:
I save the remaining positions for my little sister.
I can invest around €1,200 per month (I'm looking for 2-3 shares for this) and I'd also like to put another €2,000-3,000 into Bitcoin in the bear market.
For the savings plan, however, I am specifically looking for stocks outside the USA and without a tech focus.
Questions for you:
I would be delighted if you could share a few ideas so that I can expand my watchlist and diversify my portfolio.
Thanks in advance!
New positions:
Focus H2 2025:
$PYPL (+2,83%) Expand position (Equal with the $SOFI (-0,35%) investment)
$ASML (-0,79%) Expand position to €10k invested capital
Reinvest dividends accordingly.
Focus H1 2026:
Expansion of the remaining positions and entry into $BMNR (+1,46%) (earlier if necessary).
Watchlist:
What do you think?
I migliori creatori della settimana