A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (-0,68%) and $NVDA (+0,26%)) from hot sectors, I have built up cash and diversified further ($CMG (+0,17%)
$SNPS, (-0,16%)
$BRO (-0,11%)
$AMGN (-0,36%)
$LSEG (-2,71%)). Further acquisitions and new entries (e.g. $INTU (+0,26%)
$ADP (+0,13%)
$WM (-0,09%)
$CTAS (-0,25%)
$RMS (-0,74%)) are planned. As short- to medium-term trades, I have invested in $Adobe (+0,11%) and $TTD (-0,06%) as short to medium-term trades. I mainly invest for the long term, but a correction (technology, cloud) including sector rotation (consumer, pharma, software) seems inevitable to me. I am therefore taking a wait-and-see approach and, if necessary, I will reenter $GOOGL (-0,68%) and $NVDA (+0,26%) again at the appropriate time.
Please let me know what you think.
I will probably share future updates with you every two months at the beginning of the month (November, January,...).
I wish you all a successful time.