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Tim Vanman

@Vanman

4Mes·

My Portfolio so far, been investing for 1,5 years now.

Planning to change into Dividend investing as soon at the total value, hits around the 350-400k mark.

what are your thoughts on this?

how do you approach your investing?

Thinking about adding $NU (+5,13%) and $ASML (+0,88%)

i do really think that $UPST (+1,51%) is going to skyrocket the next 2-3 years, and next bump up, being the cut coming next month.

7 Commenti

4Mes

I am also thinking about adding $NU , I am currently living in Brazil and everyone talks about it

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Tim Vanman@Vanman

4Mes

@mvarcox any specifik reason for this? 🙌🏻

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mvarcox@mvarcox

4Mes

@Vanman I personally see a lot of growth opportunities in south america which could really benefit them!

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Tim Vanman@Vanman

4Mes

@mvarcox well, they have expanded Big time already, you Think they Can grow out of South America to get into fx Afrika , asia?

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mvarcox@mvarcox

4Mes

@Vanman Thats gonna be a bit harder I think.. lots of competition with strong business models as well

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FrancoJrG@OGFonds

3Mes

NU has a flywheel business model giving back to consumers just like amazon and costco.
Less cost to serve thorugh technology- pass on cost saving to costumers - more happy customers - less cost to serve...brick and mortar Banks will eventually disappear. NU will change financial services like netflix did for TV.

Whats your thesis on upstart?

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Tim Vanman@Vanman

3Mes

@OGFonds upstart has been suffering during this high rate period, but have made a lot of new partnerships, and with rates now falling to lower rates, i think this might benefit upstart.
Q2 report was above expected, and they actually expect to be profitble in Q4, so im exctited to see, if it can come near its highs in 2021, i might just sell if it hits 100$

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