1Mês·

Growth and quality stocks wanted

I am currently restructuring my portfolio and would like to keep the ACWI as the core and have a mix of growth and quality individual stocks with a long investment horizon as satellites. I have currently selected the following stocks:


$NVDA (+0,11%)

$GOOGL (-1,55%)

$AMZN (+0,05%)

$2330

$BRK.B (+0,68%)

$ASML (+0,02%)

$V (+1,46%)

$NOVO B (+1,93%)

$FTNT (+0,96%)

$SOFI (-1,81%)

$CSU (+2,94%)


However, this selection is very tech and USA focused. Do you have any suggestions or alternatives? For example, I have $LIN (-0,97%) , $SAP (-0,68%) , $SIE (-0,34%) and $CAT (+2,03%) or $DE (+0,61%) on the watchlist. What do you think?

2
8 Comentários

@Tenbagger2024 thank you very much. i have decided on heico, cintas and copart
imagem de perfil
@8fionn
Not wrong in the long term.
With copart, you have to see where the journey takes you once autonomous driving becomes established
@Tenbagger2024 yes, let's see what they come up with
1
imagem de perfil
3
$ZTS could fit into your booty scheme? i can also think of $UBER $NU $KNSL $UNH $MELI $APH $WKL
2
@Cai-pirinha thanks i think i will take up zoetis, unh, kinsale, meli and amphenol. I already have
1
imagem de perfil
1
Participar na conversa