I have been reading alot of post about the AI stocks but i feel that i am to late for all the hype surrounding them, so these are my picks as an 20 year old dutch investor.
- First one is $BRK.B (+0,06%) . For me this is kind of my hedge against all the crazy AI hype. They sit on a huge cash pile, have a super solid insurance business and just a long history of doing things right. Last year was kinda slow for them, which I actually like. I’m not looking for hype here, just stability and long term compounding.
- Then$NOVO B (+3,27%) .I’m done buying here, position is around 2500€ with an average buy price of 43€. I still think it’s undervalued for the growth they have ahead. Big opportunities in India and other parts of the world and the demand is not going away. Also it’s European which I like as a Dutch investor, bit of european bias not gonna lie. On top of that they pay a dividend, so that’s a nice bonus.
- $UNH (+0,1%) is another one. The CEO death obviously was terrible, but the market reaction felt way overdone to me. The business itself has a strong moat and healthcare insurance is not optional. Everyone needs it, especially long term with aging populations. I see this as a steady compounder.
- And maybe $AMZN (+0,81%) . This one is more long term. They can keep cutting costs with more robotisation, literally everyone uses Amazon and AWS is still a beast. Compared to the rest of the Mag 7 it has underperformed, so I’m watching it closely.
I also have a position in $VICI (+0,73%) of around 1800€ and i have a weekly running on them of 30€ per week, intrest rate play, and the dividend is also nice.
Savings plan that i am running weekly from 16 jan is
30€ $VICI (+0,73%)
75 € $BRK.B (+0,06%)
50€ $UNH (+0,1%)
