8Mes·

Dear Community,

here are the sectors of my depot

I think I have too much consumer staples...and too little healthcare!

I also think I have too much tech in my portfolio and I'm missing strong healthcare companies.

I would like to $LULU (+1,77%)
$EKT (-0,21%)
$ZBRA (-0,92%)
$ADM (-2,18%) and $MNST (+1,36%) throw them out.

$PEP (-1,35%)
$CAT (-0,71%) I would buy more shares before adding new ones.

Which stocks from the financial sector do you find interesting?

i would also like to reduce the size of my portfolio so that i have a better overview.

Thank you very much!

what would you do specifically

31 Commenti

Rob N.@Robnear24

8Mes

$V and I like $BLK 👍

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Visualizza tutti 11 ulteriori risposte

Barsten@Barsten

8Mes

Capitalization, punctuation and spell check would make your post easier to understand 🤔.

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Memo0606@Memo0606

8Mes

@Barsten I'll change it right away
and then I hope for a nice answer

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Memo0606@Memo0606

8Mes

@Barsten erledigt

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Tenbagger2024@Tenbagger2024

8Mes

@Barsten
You should focus on the person and not put your priority on spelling.
You don't know this person, perhaps you were able to enjoy a good education because of your wealth and your parents.
A certain number of people also have the privilege of attending an elite school.
It is not possible for politicians to create equal conditions here.
Perhaps a person comes from another country and first learns the new language, here my respect.

That's why I don't always want to start ranting immediately.
Isn't respect and understanding also education?
And you shouldn't react with arrogance.

Isn't diversity the interesting thing about people?

Have respect and respond to the questions and try to help a person here to be more successful.

That's what makes an educated person.

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Memo0606@Memo0606

8Mes

@Tenbagger2024 all good
I write fast and don't attach any importance to it
the main thing is that people understand me
i was born in bavaria i studied in germany etc
all good
what do you think of my contribution?

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Tenbagger2024@Tenbagger2024

8Mes

No, it's not about you.
It's about how people treat each other.
It's about helpfulness.

You are still optimizing your portfolio.

I have already written a lot about this.

Perhaps the time has come for small caps.
You have a lot of elephants and consumer goods.

Nestle and Unilever are no longer growth stocks.
Maybe Celsius is a good entry price and an alternative to Pepsi or Monster.

Which sector are you looking in?

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Dominick@Nick_Nick

8Mes

@Barsten otherwise no problems

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Memo0606@Memo0606

8Mes

@Tenbagger2024 financials and healthcare
monster i will probably sell archer daniels midland also due to lack of growth
i don't know if celsius would be so smart to buy when i already have so many consumer stocks
does celsius offer much growth or a good entry opportunity?

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Tenbagger2024@Tenbagger2024

8Mes

What I like about finance
$FICO
$PGR

health
$UFPT
$RDNT
$VRTX
$THC

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Memo0606@Memo0606

8Mes

all mega but way too expensive but i will put them on my watchlist
I will have to sell next week:
adm
lulu
monster beverage
zebra technology
nestle (have little hope for growth)

this results in a minimum of 3500€ cash

I would like to use it to buy caterpillar as an industrial stock with a fair valuation

preferably i would like to increase shares that are already in the portfolio

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Barsten@Barsten

8Mes

@Nick_Nick no, everything is fine and with you?

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CrashBurner@Psychedelic_Sunflower

8Mes

In addition to those already mentioned $SPGI $JPM

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Maximilian@Max095

8Mes

$MSCI would also be a possibility

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Memo0606@Memo0606

8Mes

@Max095 I already have them
it might be interesting to consider adding to it
but since I have little financial resources either way, I would like to buy something else.

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