To summarize today:

Everything sucks, our stocks will never recover, better to suspend savings plans now, where are chip stocks?

PEOPLE, 8 weeks ago people were still collectively howling here because prices were too high.

Calm down, stay calm and stick to your strategy.

I'm going back to playing Lego with my nephew.

It's more fun and I'm building my own $COST (-3,7%)

Similar to $COST (-3,7%)

my very personal heroin hero

Now at 32.9 shares

Ah-Ahhhhhhhhh

Continue with $COST (-3,7%)

What do you currently think of $COST (-3,7%) ?

Costco is in my view a solid, defensive company with a proven membership model and steady sales and earnings growth. The strong balance sheet and regular dividends make it attractive for long-term investors. However, the share is often highly valued and not a classic bargain. Which is why the current fall in the share price is very attractive... I bought it last week, and now I wanted to ask you whether you also own it or are planning to buy it?

Have a nice Sunday! 🫡

#costco

Subscribe to the podcast so that AI doesn't kill us like Skynet in Terminator with Arnold.

00:00:00 Market overview

00:05:00 Eli Lilly & Novo Nordisk

00:24:30 Walmart, Costco, Target

00:42:20 Trend following models, FED, outlook

00:55:00 Gold, Gold 3x Factor ETF A1VBKP

01:11:20 Bitcoin

01:27:20 WisdomTree Europe Defense ETF A40Y9K

01:31:20 AI lies

Spotify

https://open.spotify.com/episode/6tYBjXQRNO1oZYrR2Yuwec?si=R6Vl3hd4Rk2LX80UeugNhw

YouTube

https://youtu.be/zrkzvlT5KuQ

ApplePodcast

https://podcasts.apple.com/us/podcast/81-gold-bitcoin-eli-lilly-novo-nordisk-walmart-eur/id1695869891?i=1000699828417

$BTC (-0,51%)
#bitcoin
#gold
$LLY (-7,56%)
$TGT (+1,89%)
$COST (-3,7%)
$WMT (-3,92%)
$RHM (-10,98%)
$SAAB B (-11,16%)
$THALES (+0,13%)
$SAF (-7,4%)
$KOG (-13,24%)

Short update regarding my portfolio... today I bought 2 small tranches once $NOVO B (-6,66%) and $COST (-3,7%) unfortunately I can only show one of the transactions here but both are around 500€.

With this post I say goodbye and wish you a good and relaxing weekend for those who had a hard week :)

Have a nice weekend from Hungary🍻🫡

Airbnb $ABNB (-5,32%)

Amazon $AMZN (-3,47%)

Axon $AXON (-7,15%)

Cadence $CDNS (-6,34%)

Constellation Software $CSU (-3,77%)

Costco $COST (-3,7%)

Crowdstrike $CRWD (-5,76%)

Fair Isaac $FICO (-6,29%)

Ferrari $RACE (-3,06%)

Hermes $RMS (-4,6%)

Hims & Hers $HIMS (-7,52%)

Intuit $INTU (-5,41%)

Intuitive Surgical $ISRG (-8,5%)

Mastercard $MA (-7,72%)

Microsoft $MSFT (-2,36%)

Moody's $MCO (-0%)

MSCI $MSCI (-6,26%)

Palantir $PLTR (-11,65%)

Robinhood $HOOD (-9,32%)

Roblox $RBLX

Shopify $SHOP (-5,55%)

Tesla $TSLA (-9,97%)

The Trade Desk $TTD (-5,16%)

Transdigm $TDG (-8,47%)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?

- Monday: $GTLB (+0,26%) , $OKTA (-8,73%) .

- Tuesday: $CRWD (-5,76%) , $FLTR (-4,5%) , $ONON , $TGT (+1,89%) , $SE-ED .

- Wednesday: $MDB (-5,44%) , $MRVL (-10,58%) , $VEEV (-4,65%) , $ZS (-8,78%) .

- Thursday: $AVGO (-5,25%) , $COST (-3,7%) , $HCP , $HPE (-5,81%) , $27C , $JD. (+1,61%)

Now 4.5 shares in the portfolio.

Once again, the share doesn't seem to care about anything,

It turned around wonderfully at 1023$ and is now attacking the ATH from two weeks ago again.