7Mês·

New long-term position


Hello, after a long period of consideration, I have decided to sell my shares in the Digital Security ETF and would like to replace this position with shares in a company in the financial sector.


My candidates:


Nu Holdings ( $NU (-1,66%) )

Moody's ( $MCO (+0,59%) )

Blackstone Group( $BX (-0,02%) )


  • With $NU (-1,66%) I would be better diversified geographically and have a nice growth company with me
  • Moody's is also a nice buy & hold company with a deep moat
  • Blackstone would give me a little exposure to private equity. I'm already partly in that through Mutares ( $MUX (-0,48%) ), but Blackstone invests in larger companies/projects. So there wouldn't be too much overlap here


Which of the 3 companies do you think you would choose and why? Or would you choose a completely different one?

I already have some financials in my portfolio:


S&P Global ( $SPGI (+0,06%) )

Visa ( $V (+0,42%) )

Mastercard ( $MA (+0,81%) )

Blackrock ( $BLK )

Mutares ( $MUX (-0,48%) )

4
6 Comentários

imagem de perfil
$MUX in any case and I also find $NU very interesting
1
imagem de perfil
$BX is a good decision
1
imagem de perfil
Why do you want to leave the CyberSec sector? Do you no longer see any potential there?
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imagem de perfil
I would rather increase the existing five financial positions (instead of adding another position).
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