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Daniel
@Dividani
5H·

Assessment/ Experience

Currently my share of$ASML (-0,78%) 7.5% of my portfolio and am 60% up


I am currently considering selling 25% of it and buying the first tranche $MA (-2,02%) buy the first tranche

my $V (-0,64%) position is already full.


However, my financial share is also 20% of the total portfolio, which I feel very comfortable with.


my strategic way of investing is rather conventional without much risk on companies with moats


Thanks for your opinion.

36Posizioni
21,29%
3
8 Commenti
immagine del profilo
Olli@Olli68
4H
Expand Munich Re. Is currently on sale. đź‘Ť
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immagine del profilo
Daniel@Dividani
4H
@Olli68 also an idea!
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Max@Divident_e
3H
@Olli68 well sale...
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immagine del profilo
Sansebastian@Sansebastian
4H
You can certainly do that. But why would you want to have Mastercard in your portfolio alongside Visa? Take a look at $BRO or $AJG, which are top long-term investments with good entry opportunities at the moment.
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immagine del profilo
Daniel@Dividani
4H
@Sansebastian I think you can't go wrong with a duopoly position :)
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immagine del profilo
Sansebastian@Sansebastian
4H
@Dividani Yes, of course. I wouldn't do it, but it's up to you
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immagine del profilo
Smudo@Smudeo
1H
With 36 positions, the other stocks still have over 90%
So 3% per share and ASML is worth as much as 3 of your positions
Let profits run and hedge with a stop at 900.
Limit losses and do not invest further.
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immagine del profilo
Daniel@Dividani
1H
No further investments will be made anyway
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