A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (+1,25%) and $NVDA (+1,16%)) from hot sectors, I have built up cash and diversified further ($CMG (+0,45%)
$SNPS, (+0,03%)
$BRO (+0,01%)
$AMGN (-1,43%)
$LSEG (+6,37%)). Further acquisitions and new entries (e.g. $INTU (-0,48%)
$ADP (-1,03%)
$WM (-0,38%)
$CTAS (-1,45%)
$RMS (-0,05%)) are planned. As short- to medium-term trades, I have invested in $Adobe (-0,2%) and $TTD (+0,26%) 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 (+1,25%) and $NVDA (+1,16%) 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.