Postos
12$RHM (-1,89%) is for me, the strongest individual position I have, and I would like to keep putting money on it, same as $LDO (-2,25%) . I do believe in both of them to perform well.
My $VWCE (-0,92%) is getting another 100€ to it, as this is the one I want to grow further.
Now, as for $NVDA (-3,63%) and $TSM (-0,58%) I have no idea. Probably won't move then around.
Overall, it was a solid month since I bought this positions, and I'm happy for it.
I had no financial education until July when I enrolled in a graduate course in finance and discovered a passion. I would like to get some opinions or tips to improve my portfolio😊
In watchlist currently I also have $SPOT (-3,66%)
$NFLX (-1,73%)
$LDO (-2,25%)
$SCWX (-1,06%)
$XMME (+0,28%)
$IUIT (-2,19%)
Now that I have the foundations of my portfolio done, I wanted to share and I'm open to feedback and to learn a few more things!
I'll start by saying that I'm looking for the long term, +10 years, so I'm still learning about dips and whatnot.
The most solid position i have is $RHM (-1,89%) . This company, alongside $LDO (-2,25%) , are well known to me, for a long time, and were my first options when I thought about starting to invest. I do believe they'll keep going up, with a few downs along the journey (nothing new), but i sincerely believe in the potential. With the current world situation, I keep seeing the investment in Defense in Europe to rise, little by little, as the world keeps getting more fragile and unbalanced.
Regarding $NVDA (-3,63%) , it's another well known company to me. I have built a few computers since a young age, so i know the market. This is another position I believe it's strong to hold for now. I'm pairing it with $TSM (-0,58%) , just like they're a married couple (I hope for a long lasting and happy marriage, with good returns ahah).
At the moment I have a really small $VWCE (-0,92%) position, that i intend to put more into it. I have a larger position on $EXS1 (-0,59%) , that I've been thinking of selling to reinvest on $VWCE (-0,92%) , but I'm seeing a potential growth on the German market, so i might keep it for a while (although I'm worried about a crash on it).
I know I'm heavenly invested in the German Market, especially with $RHM (-1,89%) and $EXS1 (-0,59%) , so that's why I wanted to make a stronger position on $VWCE (-0,92%) , to take away the largest dependency on German Markets.
Let me know what you think!
Hi,
This is my first post on getquin. I was wondering what stocks/ETF's you guys would recommend with a more European tech focus. Some on my watchlist are $DSY (-0,77%)
$HO (+1,19%)
$LDO (-2,25%)
$HAG (+0,92%) .
Greetings,
Coolcatondollar
$BA. (-0,14%) Does anyone know the reason for the sharp fall in BAE Systems' share price? If I'm not mistaken, the company is quite well positioned. Is it perhaps because it is based in a non-EU country?
I can imagine that for the latter reason, investors are more likely to go for EU companies (e.g. BAE Systems). $LDO (-2,25%) ).
L'is betting on Italian technology and choosing M-346FA jets from to reinforce its air fleet. The agreement, which calls for the delivery of , marks a strategic collaboration between Vienna and Rome. The decision comes to replace the Saab J105Ö, now out of service since 2020. It is a move that combines military and industrial ambitions, with potential major spin-offs for both countries.
With this move, Austria is not just buying aircraft, but strengthening a partnership that focuses on innovation and shared growth. Leonardo confirms itself as a central player in the European aeronautics landscape, ready to demonstrate its technological leadership once again.
When defense meets business
With an the project goes beyond enhancing air capabilities. A key part of the agreement concerns the direct involvement of Austrian industry in support and maintenance activities, making the arrangement a bilateral economic opportunity. Chancellor Karl Nehammer said, "My special thanks go to Prime Minister Giorgia Meloni, who made a significant contribution to reaching this agreement." A sign of harmony between the governments, aiming to consolidate a strategic relationship.
Numbers, analysis and prospects
Industry experts make no secret of their interest in the agreement. has confirmed its , with a target price of 28 euros, pointing to the growth potential from the deal. Equita Sim estimated the value of the order at between 200 and 300 million euros, a figure that reflects the strategic role of the deal for both economies.
According to the Krone newspaper, a letter of intent has reportedly been signed with the Italian Ministry of Defense, while the final contract is still under negotiation. "The total cost has not yet been determined, but about 1 billion euros has already been included in the budget," the paper reported. $LDO (-2,25%)
Eurofighter and Netma (NATO Eurofighter and Tornado Management Agency) signed a contract today in Rome to acquire up to 24 Eurofighter aircraft for the Air Force. This was announced in a statement. The new Italian Eurofighter Typhoon aircraft will replace aircraft currently in service and belonging to the Tranche 1 version. For Stefano Pontecorvo, president of Leonardo, 'the Eurofighter program has unquestionably ensured a high level of technology over the years. Its success is also proof of the extraordinary synergies between industry and institutions.'
'We are proud of what we have achieved together and are committed to ensuring our contribution so that Italy and all other partner countries continue to achieve the level of capability they deserve.'
A starting position today in Leonardo $LDO (-2,25%)
I think this is an undevalued Stock at the low 20Eu
Defence stocks seem to be slowing down quite a bit.
I believe that European companies like $BA. (-0,14%) BAE Systems and, for example, $LDO (-2,25%) Leonardo or $HO (+1,19%) Thales are broadly positioned. They could be interesting for the areas of defence, space tech, drones, propulsion technology and cyber security.
Where do you see European and non-European defence stocks heading in the near future?
$ITA (-1,9%)
$BA. (-0,14%)
$BA (-1,57%)
$LHX (+1,77%)
$NOC (+2,66%)
$RR. (-1,27%)
$LMT (+2,16%)
$RHM (-1,89%)
$HAG (+0,92%)
$QQ. (-2,25%)
Which companies do you think have the most growth potential?
What has happened? Why is the entire defense industry on a downward spiral? 😵💫$RHM (-1,89%)
$HAG (+0,92%)
$LDO (-2,25%)
Principais criadores desta semana
