A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (-0,12%) and $NVDA (+0,32%)) from hot sectors, I have built up cash and diversified further ($CMG (+0,15%)
$SNPS, (+0,11%)
$BRO (+0,04%)
$AMGN (-0,27%)
$LSEG (-1,72%)). Further acquisitions and new entries (e.g. $INTU (+0,55%)
$ADP (+0,14%)
$WM (+0,12%)
$CTAS (-0,25%)
$RMS (-0,61%)) are planned. As short- to medium-term trades, I have invested in $Adobe (+0,06%) and $TTD (+0,2%) 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 (-0,12%) and $NVDA (+0,32%) 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.
