TSMC has shown great results and is clearly doing well. The stock has risen since the beginning of the year, but the valuation is still not completely overshot.
What do you think of the results? Would you continue to buy at the current price?
It's a great company, and after that exaggerated slump, it's growing again. I've got a couple of shares and I don't think the growth is over yet.
I don't have ETFs in my portfolio and I only invest in stocks because I find it more efficient and the performance of the portfolio is much better.
There's a lot in there, but for me it's definitely $NFLX and it will be interesting to see the stock reaction to the tariffs today.
Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️
Nvidia became the most valuable company in the world this week when its market capitalization exceeded $4 trillion. Since the April plunge, $NVDAstock is up more than 70%. I have $NVDA stock in my portfolio and consider it a great company, but I see more potential in $AMD right now .
How far do you think Nvidia can grow?
I also bet on AMD. They already have better chips and are slowly overtaking Nvidia.
I would also give it another chance and if the fundamentals change, I would buy a few shares.
I've been overbought $NVO recently and if Tesla stock drops significantly again, I'd be happy to buy.
Shares of $TSLA fell 7% today after Musk announced the formation of a new political party. He's once again taking his focus away from Tesla, which is not good news for the company. The drop is relatively mild so far, so I won't be overbought.
What do you think? Do you think Musk is doing the right thing?
Musk is just crazy and I'm glad I don't have Tesla stock in my portfolio. It's a risky investment and I stay away from it.
I buy most of my stocks in dollars and in the long run it's probably ideal and safe for me.
On what share have you made the biggest profit so far this year?
It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.
For me, it's definitely going to be $PLTR stock which I'm about +70% on this year.
Under what conditions do you sell shares from your portfolio?
I usually sell stocks only in two cases: when the fundamentals deteriorate significantly and the company stops doing well in the long term, or when I have an extreme profit (e.g. over 1000%), then I start to gradually take profits. Otherwise, I try to hold quality stocks for as long as possible.
This is a company that is not growing at all and has no potential. The stock is stagnant and the company is not coming up with anything new.