After my basic framework (after buying the house in September) with $AVGO (+2,75%) , $COST (+0,14%) , $APH (+0,06%) , $PH (+0,38%) , $CVX (-0,13%) , $EXENS (+0,57%) & $NOC (+2,23%) stands again,

Now go buy something in the almighty $HMWO (+0,66%)

Small short on $COST (+0,14%)

Target is 884$

Profit is then enough to buy another share of Costco

General Mills $GIS (-0,34%) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (-2,13%) (downtrend - weak peso?)

P&G $PG (+1,18%)

Costco $COST (+0,14%)

Church & Dwight $CHD (-0,78%) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (-1,16%)

Monster $MNST (+0,21%)

Coca Consol $COKE (-1,22%)

Lotus Bakeries $LOTB (-1,49%)

Mondelez $MDLZ (+0,12%)

Hershey $HSY (-0,39%)

Most of them are still "very" expensive in my opinion, despite the current price declines.

I would be interested to know which are your favorites for a long-term investment?

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+0,29%)

Alphabet $GOOGL (-1,98%)

Amazon $AMZN (+0,25%)

ASML $ASML (-0,08%)

Axon $AXON (+2,31%)

Cadence $CDNS (+3,35%)

Constellation Software $CSU (+0,32%)

Crowdstrike $CRWD (+2,47%)

Fair Isaac $FICO (+1,22%)

Hermes $RMS (-0,06%)

Intuit $INTU (+0,22%)

Intuitive Surgical $ISRG (+1,9%)

Mastercard $MA (-0,21%)

Meta $META (+0,53%)

Netflix $NFLX (+0,35%)

Microsoft $MSFT (+1,32%)

Palantir $PLTR (+4,68%)

Tesla $TSLA (+10,24%)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+0,21%)

Costco $COST (+0,14%)

Ferrari $RACE (+1,1%)

Moody's $MCO (+0,1%)

MSCI $MSCI (+1,01%)

Transdigm $TDG (+0,92%)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (-0,04%)

Robinhood $HOOD (+1,7%)

Roblox $RBLX

Shopify $SHOP (+2,12%)

Spotify $SPOT (+2,68%)

The Trade Desk $TTD (-0,15%)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

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 (+0,14%)

Similar to $COST (+0,14%)

my very personal heroin hero

Now at 32.9 shares

Ah-Ahhhhhhhhh

Continue with $COST (+0,14%)

What do you currently think of $COST (+0,14%) ?

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

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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 (-0,28%)
#bitcoin
#gold
$LLY (+2,83%)
$TGT (+1,34%)
$COST (+0,14%)
$WMT (-0,63%)
$RHM (+0,16%)
$SAAB B (+1,36%)
$THALES (+0,11%)
$SAF (+3,89%)
$KOG (+0,21%)

Short update regarding my portfolio... today I bought 2 small tranches once $NOVO B (-0,7%) and $COST (+0,14%) 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 :)