2Mon·

Growth and quality stocks wanted

I am currently restructuring my portfolio and would like to keep the ACWI as the core and have a mix of growth and quality individual stocks with a long investment horizon as satellites. I have currently selected the following stocks:


$NVDA (-1.66%)

$GOOGL (+1.79%)

$AMZN (-0.77%)

$2330

$BRK.B (-0.59%)

$ASML (+1.36%)

$V (-1.29%)

$NOVO B (-0.12%)

$FTNT (+0.03%)

$SOFI (-3.08%)

$CSU (-2.88%)


However, this selection is very tech and USA focused. Do you have any suggestions or alternatives? For example, I have $LIN (-1.56%) , $SAP (-2.5%) , $SIE (-4.17%) and $CAT (+0.11%) or $DE (+0.18%) on the watchlist. What do you think?

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8 Comments

@Tenbagger2024 thank you very much. i have decided on heico, cintas and copart
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@8fionn
Not wrong in the long term.
With copart, you have to see where the journey takes you once autonomous driving becomes established
@Tenbagger2024 yes, let's see what they come up with
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$ZTS could fit into your booty scheme? i can also think of $UBER $NU $KNSL $UNH $MELI $APH $WKL
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@Cai-pirinha thanks i think i will take up zoetis, unh, kinsale, meli and amphenol. I already have
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