1Mes·

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 (-0,8%)

$GOOGL (-0,67%)

$AMZN (-1,27%)

$2330

$BRK.B (+0,46%)

$ASML (-0,29%)

$V (+0,99%)

$NOVO B (+1,06%)

$FTNT (-0,38%)

$SOFI (-2,94%)

$CSU (+3,25%)


However, this selection is very tech and USA focused. Do you have any suggestions or alternatives? For example, I have $LIN (-0,85%) , $SAP (-0,74%) , $SIE (-0,19%) and $CAT (+1,49%) or $DE (+0,11%) on the watchlist. What do you think?

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8 Commenti

@Tenbagger2024 thank you very much. i have decided on heico, cintas and copart
immagine del profilo
@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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immagine del profilo
3
$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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immagine del profilo
1
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