1Settimana·

NU?

I am currently considering $GOOGL (+1,84%) liquidate my position with €350 (+35%) and switch to $NU (+7,3%) and reallocate.

But I'm not sure. Maybe I'll just let the savings plan run (€10 a week) with the individual shares....

11Posizioni

7.622,97 €

8,86%

25 Commenti

~ Michael 💎 🏅@Michael-official

1Settimana

$GOOGL I would never take them out of the depot. 😊

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Wiktor_06@Wiktor_06

1Settimana

@Michael-official Thank you for your Meinung💪🏻

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The W.@thewolfofallstreetz

1Settimana

@Michael-official I agree. Currently close to the all-time high, but in my opinion very fairly valued with 22s EV/EBIT LTM close to the 5- and 10-year median. Highest cash balance of all Mag7, still good margins, high buybacks and still clear 2-digit annual sales growth.

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CaYaRo@CaYaRo

$GOOGL and $MSFT must never be sold

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~ S.@Semos25

1Settimana

I also have NU but I would never liquidate my $GOOG position and invest in something else. I would even liquidate something to invest in Google.

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Wiktor_06@Wiktor_06

1Settimana

@Semos25 Dankeschön

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Kate@value_seeker_

1Settimana

@Semos25 Would you also currently open a completely new position in $GOOG?

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~ S.@Semos25

1Settimana

@value_seeker_ I personally wouldn't open a new position at the old high. Google has been well valued recently and there have been opportunities to make the first purchases, but you have to decide for yourself whether you want to invest now.

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Enrique@Dividenden_Monteur

1Settimana

Fomo?

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0xBerndBuffet@0xBerndBuffet

1Settimana

@Dividenden_Monteur you can already get an SOS for fomo.

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Enrique@Dividenden_Monteur

1Settimana

@0xBerndBuffet the user always distributes SOS🙂‍↔️

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Stefan@PatienceBeatsGreed

1Settimana

$NU is already 11% of your portfolio. I would rather stay on $GOOGL and thus maintain diversification.

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Wiktor_06@Wiktor_06

1Settimana

@PatienceBeatsGreed Dankeschön

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Cashflow I.@Cashflow_Investor

1Settimana

Hands off

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Julius@Aktienmeer

1Settimana

Trump wants to pump 500 billion into AI. Google will also benefit indirectly from this, as will many other AI and tech companies. I would never kick Google out.

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Wiktor_06@Wiktor_06

1Settimana

@Aktienmeer thanks for the context 💪🏻

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Sparfuchs@Der_Sparfuchs

1Settimana

Niemals.

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Christian A.@Arni1904

1Settimana

NU highest as a small admixture

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Patrick Schäfer@Hotte1909

1Settimana

Apart from the fact that I would not break up Alphabet, Nu is of course interesting, but your share of Nu is already relatively high. We are currently in a super zone above the gd 50, but this is still far from being consolidated and could turn again very quickly. Still interesting in the long term, of course. With Alphabet, you can of course speculate on selling at the ath in order to buy cheaper later, but will that work?

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Wiktor_06@Wiktor_06

1Settimana

@Hotte1909 You're right. I think I'll just leave the savings plans at laufen💪🏻

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Chris@Multibagger

1Settimana

That also depends very much on what your goal is. I'm pretty sure that $NU will outperform Alphabet this year from its current level. But if you invest in $NU with a savings plan, you can do that and don't need to liquidate Alphabet.

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Wiktor_06@Wiktor_06

1Settimana

@Multibagger Dankeschön

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userc7b02065b8a7407b@userc7b02065b8a7407b

1Settimana

I wouldn't sell Google either! The prospects for the future are too good for that

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Wiktor_06@Wiktor_06

1Settimana

@userc7b02065b8a7407b dankeee