I’m 18, taking my high school graduation exams, have a long-term investment horizon, and am willing to take on a higher level of risk. With Claude’s help, I’ve put together a potential portfolio where I’d like to invest my money, since I’ve saved about 4,500€ through my job and other sources.

Component 1: The ETF Savings Plan as a Foundation

For some time now, I’ve been contributing €120 per month to a FTSE All World ETF and have already built up a base of €720 in it.

• Existing positions:

Microsoft (€515, +28%)

Amazon (€260, +30%) -> considering selling

Sofi Technologies (€245, -2.5%)

HubSpot (€188, -6.4%)

Lemonade (€170, -16%)

Building Block 2: The New Growth Portfolio (€4,500)

For my growth portfolio, I’m deliberately **not** investing €4,500 in other well-known mega-caps that haven’t yet been fully priced in by everyone:

$MPWR (+5,53%)

$PODD (-6,16%)

$HUBS (-2,06%)

$AVAV (+11,55%)

$VRT (+4,29%)

$SOFI (+2,98%)

$LMND (-3,96%)

I’m always open to suggestions for improvement and feedback😄

The ETF savings plan remains the actual foundation of my wealth-building strategy—everything else is a deliberately riskier supplement on top of that, not the other way around.

Since my last trade hasn't paid off (yet)—probably due to the overall market—here's the next one. A small position of 30 shares $BSX. (-2,93%) Intended as a swing trade over a few weeks to months.

The rationale is almost purely technical. Very strong support, heavily oversold on the weekly and monthly charts, and emerging momentum on the daily chart. Fundamentally, a lot must be priced in after such a sell-off. There have also been some insider purchases recently.

As we’re seeing today, on days like this—and overall in an environment that’s pricing in interest rate hikes—pharmaceutical stocks are performing well.

As always, it’s tightly hedged. A similar setup to the one $PODD (-6,16%) a few weeks ago, which turned out to be a winner.

$PODD: (-6,16%) Following insider purchases, Deutsche Bank has now issued a "buy" recommendation.

I added 20 shares $PODD (-6,16%) to my portfolio. I’m taking advantage of the dip and think the pharma sector could benefit in the next rotation. There have also been notable insider purchases recently. I’m hedging closely. If the recent low doesn’t hold, they’re out again.

@Max095 Thanks for the introduction, although I actually came across the company through CEOWatcher.

🧠 What does Insulet do anyway?

Insulet $PODD (-6,16%) develops the Omnipod system - a tubeless insulin pump for diabetics.

👉 Advantage:

• No classic tube
• Easier in everyday life
• Particularly popular with younger patients

💡 The trend is clearly moving towards automated diabetes therapy (keyword: artificial pancreas)

📊 Figures that are convincing

• 📈 Sales growth: ~20-30% per year
• 💰 Turnover: over 1.5+ billion USD
• 📊 Gross margin: ~65-70%
• 🌍 Market: growing strongly worldwide (diabetes is on the rise)

👉 Important:

The addressable market is huge and growing every year

🚀 Why could the share continue to rise?

✅ More diabetes patients worldwide

✅ Trend towards modern technology (pumps instead of syringes)

✅ Recurring income (pods have to be constantly repurchased!)

✅ Strong market position in the "tubeless pumps" sector

👉 The business model is almost like a subscription model 💰

⚠️ Risks (of course there are risks)

• Competition from companies such as DexCom or Medtronic
• High valuation (not a bargain!)
• Dependence on innovation & approvals

🧭 My conclusion

👉 Insulet is not a hype play, but rather a long-term growth stock in the healthcare sector

$SON (-1,14%)
$MDT (-1,09%)
$LDOS (-1,61%)
$PANW (+1,08%)
$CDNS (+4,01%)
$KRYS (+0,97%)
$HL (+3,28%)
$TOL (-1,22%)
$KVUE (+0%)
$DEVON
$ADI (+2,12%)
$GRMN (+0,39%)
$SEDG (+5,9%)
$MCO (-1,09%)
$FVRR (-0,47%)
$PODD (-6,16%)
$CVNA (+3,14%)
$DASH (+2,56%)
$FIGX
$EBAY (-0,44%)
$RELY
$WMT (-0,86%)
$PWR (+7,22%)
$DE (+2,46%)
$LMND (-3,96%)
$KLAR (-0,42%)
$W (-0,74%)
$NICE
$YETI (-3,35%)
$OPEN (-20,15%)
$NEM (+1,69%)
$AKAM (+8,1%)
$SFM (-3,65%)
$TXRH (+0,03%)
$BCPC (-2,37%)
$BKNG (-2,67%)

📣All these stocks hit new 52 WEEK HIGHS at some point today

📣All these stocks hit new 52 WEEK HIGHS at some point today

Alcon $ALC (-1,42%)

Applovin $APP (+12,74%)

Beigene $BGNE (+6,69%)

Boston Scientific $BSX (-2,93%)

British American Tobacco $BTI (-1,79%)

Carrier $CARR

$EBAY (-0,44%)

Fair Isaac $FICO (+1,04%)

$IBM (+0,36%)

NextEra $NEE (-0,1%)

ServiceNow $NOW

Natera $NTRA (-13,63%)

Public Service $PEG

Insulet $PODD (-6,16%)

Sharkninja $SN

Squarespace $SQSP

Stryker $SYK (-1,22%)