A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (-0,69%) and $NVDA (-0,79%)) from hot sectors, I have built up cash and diversified further ($CMG (+3,64%)
$SNPS, (-1,02%)
$BRO (+1,47%)
$AMGN (-0,53%)
$LSEG (-1,23%)). Further acquisitions and new entries (e.g. $INTU (+0,53%)
$ADP (+0,01%)
$WM (+1,07%)
$CTAS (-0,39%)
$RMS (+0,42%)) are planned. As short- to medium-term trades, I have invested in $Adobe (-1,58%) and $TTD (+0,78%) 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 (-0,69%) and $NVDA (-0,79%) 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.