3Semana·

Almost End of Year Resolution

I have already trimmed my $MSTR (-3,5%) and $COIN (-2,09%) positions and opened a small position in $HOOD (+0,36%) for a bit of long-term investment.

Nothing wrong with $MSTR (-3,5%) but I considered it as selling $BTC for over 250K.

Completely out of $AMAT (-0,75%) instead, I focused on only $ASML (-1,57%), might add $AMAT again but for a better price or better market conditions.

I recently bought $MU (-2,99%) because it is extremely undervalued, I will add more after earning which is in 2 days.

Buy List for 2025 at the right price

$NVDA (-1,69%)

$PG (+0,62%)

$AVGO (+0,16%)

$MSFT (+0,48%)

$GOOGL (-0,22%)

$AAPL (+0,29%)

$NOVO B (+3,24%)

$MU (-2,99%)

$ASML (-1,57%)

$2330

$BTC (-0,53%)

$ETH (+0,55%)


Selling 2025

$MSTR (-3,5%)

$COIN (-2,09%)


ETF's that I will keep DCAing for 2025

$VEUR (+0,18%)

$SPY5 (+0,29%)

$VFEM (-0,45%)


any suggestions are welcome

3
5 Comentários

imagem de perfil
Personally, I think $MU is a bit more undervalued compared to $LRCX , but $LRCX has a better track record when it comes to dividend and share buy backs. I already hold enough $LRCX and am not adding more as of right now.
1
Mostrar resposta
imagem de perfil
Not really they are in the same industry but doing two completely different things.
1
imagem de perfil
what is worh $LRCX
do you think its undervalued like $MU ?
imagem de perfil
3Semana
it's madness to get out of $COIN right now...is currently one of the stocks with the highest potential to explode and go ATH
Participar na conversa