I'm starting to like posting here, sometimes you even get normal replies ^^

Another opinion poll.

I'm getting vacation pay and the building savings next week and would like to invest most of it, my question would be before the end of the tariff break and the Fed or after?

Would you rather buy in tranches, i.e. a little before the events and a little after, or fully before or after?

I am actually asking as an interest to learn from your experiences for the next decades.

Thanks for the constructive criticism,

My investment horizon is of course long-term, but I would still like to get into a share with a good upside. I buy the share that offers a good entry point $GOOGL (-0,92%)
$MSFT (+0,01%)
$NVDA (-0,31%)
$ASML (+0,18%)
$ALV (+0,15%) are actually my way too go.

Lg Flow

Hey Getquin Community,

I would be interested in your opinion.

I would like to buy a maximum of 3 shares to $VWRL (-0,11%) the tech sector.

Which would you choose?

My 3 would be

$NVDA (-0,31%)
$MSFT (+0,01%)
$ASML (+0,18%)

Lg Flo

Hello dear people!

I am looking for new and interesting stocks for my long-term portfolio and would like to build up a few new positions.

They should be growth stocks with high quality, away from the big tech stocks.

In addition, they should be rather cheap/fairly valued.

Dividends are not a priority for my investment strategy, so classic defensive dividend stocks would not be an option for me.

Either purchase in tranches or as a monthly savings plan.

Thought I'd ask the great GQ community for advice, maybe you can give me a few new ideas or some inspiration and tell me your favorites 💡

I'm looking forward to your answers/comments 🤗

$IWDA (-0,14%)
$VWRL (-0,11%)
$VWCE (-0,12%)
$CSPX (-0,07%)
$NVDA (-0,31%)
$MSFT (+0,01%)
$GOOGL (-0,92%)
$AMZN (-0,55%)
$NOVO B (-0,34%)
$NU (+2,14%)
$ASML (+0,18%)
$NOVO B (-0,34%)
$1211 (-0,72%)
$MA (+0,4%)
$BRK.B (-0,43%)
$UNH (+0,56%)

Hello everyone,

I have been thinking and considering for some time now. After my portfolio presentation, I looked again and thought about how and which strategy I want to pursue exactly.

Here is my first approach for the new strategy:

📊 60% Core - ETF savings plans

$IWDA (-0,14%) -> 25 %

$VHYL (-0,11%) -> 15 %

$DGIT (+0,15%) -> 20 %

🧭 30 % satellite savings plan

$MSFT (+0,01%) -> 10 %

$KO (-0,1%) -> 10%

$PEP (+0,56%) -> 5%

$ASML (+0,18%) ->5 %

🎯 10% opportunity satellites - savings plan

$NVO (-0,09%) -> 5%

$BTC (-0,87%) -> 2,5 %

$ARCA (-0,97%) -> 2,5%

What do you think of this setup? I would let the current shares continue to run and sell them at a profit when the opportunity arises.

This would be my second attempt to build a proper portfolio. My budget is not that big but I am making the best of it. I am open to suggestions and ideas. If you know a better setup then just post it in the comments. 😊

I'm still relatively at the beginning so please be forgiving 😅.

$ASML (+0,18%)

As part of my ETF DIY project, I analyzed $ASML (+0,18%) analyzed them using my self-developed valuation system:

Moat: 5/5

• Market position: +
• Uniqueness / differentiability: +
• Switching costs: +
• Technological advantage: +
• Brand loyalty: +

Growth: 3/5

• Turnover & profit: -
• Scalability: +
• Industry trends: +
• Ability to innovate: +
• Geographic expansion / penetration: -

Risk: 2/5

• Regulatory & geopolitical: -
• Market risks: -
• Competitive situation: +
• Balance sheet quality: +
• Sales diversification: -

Dividend: 1/1

• Stable dividend

Faith: 0/1

• Monopolists always have a lot to lose and very little to gain.

Total: 11/17

• ASML is saved with a factor of 3.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=h254zXxNqZE

$ASML (+0,18%)

How do you see the current situation regarding $ASML (+0,18%) ? Do you think it is still worth getting in, as the company is actually quite future-proof

What is your opinion?