Trigano

This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄

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What do you think about the selection? Would you have replaced one stock with another? 🤔

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At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁

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Do you guys have a replacement candidate for UFP? 🤔

#halal
#investieren

Current tenbagger portfolio:

$FIVE (-1,65%)
$NVDA (+0,19%)
$WCH (+0,88%)
$CPRT (-1,15%)
$TRI (+1,37%)
$BOOT (-2,51%)
$UFPI (+0,33%)
$WSM (+2,3%)
$BILL (+2,87%)
$AMN (+0,75%)

I am continuing my search for potential stocks for the Tenbagger portfolio after Lynch. As it has been very US-heavy so far - strictly speaking, I have only invested in US stocks in this context so far - I have focused on the EU for the next stock. The search is not easy. There also seem to be certain sectors in which Lynch's criteria are simply standard for the industry, such as the paper industry. A more precise assessment of the individual values is therefore still necessary in a further step. However, the following companies have now been shortlisted:

• $AKER (-2,2%)
  
• $BILL (+2,87%)
  
• $BOL (+3,63%)
  
• $CEM (+6,8%)
  
• $KMR (+2,81%)
  
• $PFV (+0,59%)
  
• $TESB (+0,25%)
  
• $TRI (+1,37%)
  
• $WCH (+0,88%)
  

What do you think? Do you think one share is particularly interesting? 🤔

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I have explained more about Lynch's tenbagger strategy in this article:

https://www.patreon.com/posts/64094946?utm_campaign=postshare_creator