1Settimana·

Market levels are getting crazy. Where’s the value? 📈🤔

Let’s be real: finding quality companies at a fair price right now is a goddamn nightmare. Everything feels overpriced, and I’m not willing to sacrifice my margin of safety just because of the hype.

I’m sitting on cash and being patient. I know what I want, I’m just waiting for the market to give me a better entry point. These are the fortresses on my Watchlist:

Expanding current positions: $GOOGL, (+3,67%)
$META (-2,13%) .

New targets: $AMZN (+3,75%) , $MEDP (+0,73%) , $ASML (+2,98%) , $AIR (+1,06%) (Airbus), $RMS (+0,84%) (Hermès) and the Greek gem $KRI.AT (Kri Kri Milk).

What about you? Which companies are you stalking right now?

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5 Commenti

Hendan@Hendan

1Settimana

I think ASML is slightly undervalued therefore i will increase my position at the end of the month

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Nick

@wealth_navigator_1144

2Settimana·

15 k goal ✅✅✅

Good evening, I wanted to share with you all my goal of 15 thousand euros in these two years, let me know what you think, I'm 22 years old $

16Posizioni

15.129,97 €

0,13%

21

5 Commenti

Pot Of Greed@Pot_Of_Greed

2Settimana

Congratulations 🥂 Keep up the grind!

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3Settimana·

8

3Settimana·

Depot valuation

Hello,

I would like to have my current portfolio valued.

The portfolio consists of a combination of ETFs (MSCI World, Emerging Markets, S&P 500) and several individual shares (including Microsoft, PayPal, Fresenius, Bechtle, SolarEdge etc.).

I gambled once and bought more stupidly. Arbor metals and Bechtle were also punished, although I am optimistic about Bechtle.

My ideas are to partially reduce the portfolio and shift more into ETFs again. I got into the stock market during Corona plus further training and new jobs from 0. $

11Posizioni

24.669,89 €

10,20%

7

4 Commenti

Francis@Underwood_F

3Settimana

It actually looks quite good... how do you come up with this Arbor metals scrap? I had them in my portfolio too. At 2€... at 1€ I made the jump. It was only €250... but I still wonder why I see / have seen so many of them...

Combining S&p 500 and msci world: hm...? What for? To raise the American share even higher? You can do that...

Since your portfolio is quite clear, I don't necessarily see the need to sell shares. Personally, I don't think much of Paypal. I don't know much about Bechtle. You don't often see a Coke with 60% among people our age ;)
So honestly... I wouldn't move much there... but maybe throw out the junk: arbor (vlt Paypal, vlt leifheit)

Microsoft is listed here as a sale even though you say it's in your portfolio? I really hope you didn't sell it 😇 one of the few companies I would never throw out, or @Simpson?

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ValueMission

@ValueMission

1Mes·

Vonovia

$

27.03

Vonovia

Acquistato x15 a 20,84 €

312,60 €

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Bob

@NotBubble

1Mes·

March in the rear-view mirror

The biggest changes were the sale of D-Wave and the acquisition of Texas Instruments $TXN. In addition, the main focus was on the further development of the existing portfolio structure - to be implemented over the next few months, primarily by building up the core, which currently stands at just over 36% (target 50%+ by 2028).

9Posizioni

10.650,33 €

8,14%

6

1 Commento

jkb92@jkb92

1Mes

Better than Merz in the rearview mirror :)

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He-Man D.

@He-Man

1Mes·

Set up wider

$

17.03

VanEck Morningstar Developed Markets Dividend Leaders

Acquistato a 52,64 €

44

8 Commenti

He-Man D.@He-Man

1Mes

Since I have not been able to beat the market in 5 years and simply want to position myself in a broader but concentrated way, I have chosen this ETF.

Best regards 🗡️💥

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DividendenRambo

@DividendenRambo

2Mes·

8.2% return per year: I'll treat myself to a sandwich now

I hardly realize any profits and reinvest the dividends.

Time beats timing... always.

Stay horny and keep it hard you louts. $

50Posizioni

1.111.704,06 €

44,80%

32

4 Commenti

Epi@Epi

2Mes

Not bad at all! 👍

But what makes you think that time always beats timing? 8.2% is solid, but not a masterpiece of stock market art.

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sdp_oxigen

@sdp_oxigen

2Mes·

solid new addition

Good morning everyone! I’m really happy to have found what I consider a great entry point into Vinci. With a bit of luck, it moved up right after my purchase. Moments like this reinforce my strategy of building a portfolio with what I believe are excellent companies with strong fundamentals. Looking forward to holding this one for the long term and seeing how it develops!$Vinci

05.02