Do you have a stock that makes up more than 10% of your portfolio?
For me it's $ASML+2.0% and then around 8-9% is $GOOG+1.8% and $MC.PA+0.2%.
Bill Combs
@billcombs
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Experienced trader with long term vision. Ex Microsoft, ex Seattle resident.
Joined Apr 2023
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Do you have shares of $KOMB.PR+0.1%in your portfolio ?
I bought in last year and was still buying in last month. I'm currently +12% on this position and still getting a decent dividend, which makes me happy.
Komerční banka
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You would look for European stocks in my portfolio. This is also true for banks. I only have $JPM-1.1%.
What do you think is a fair price for $ARM+5.9%stock ?
I've seen that the company has been doing very well lately and $ARM+5.9%stock has been growing very solidly this year.
Arm Holdings
ARMOpen $142.00
Day range $141.37 - $149.93
52 week range $46.50 - $188.75
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The company is really doing well, and not just on the stock market itself, but since the IPO I have a feeling that something is wrong with the price😅
I see $MNST+1.8%stock has been down quite a bit lately. Shares of Monster Beverage are down more than 15% this year, which is no small feat. I've had the stock on my watchlist for a while now and I'm thinking of buying their stock at this discount.
Does anyone buy/buy $MNST+1.8%stock too ?
Monster Beverage…
MNSTOpen $49.97
Day range $49.73 - $50.90
52 week range $43.32 - $61.23
How do you currently feel about $NVDA+0.0%stock ?
The stock is still rising and the sentiment is still positive. Personally, I think their stock will continue to rise for a few more months, but I don't want to speculate on that, so I'm not buying their stock.
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I also bought it before the split on speculation because it's doing exactly what I suspected and that's growing further, so I'll just say it's a shame I didn't have more spare cash to put into it ... I've already got over 15% return in a few days from it.
I'll follow up on an interesting post by @mudry_investor about Caterpillar. Shares of $CAT+1.7% are down less than 10% in the last month, creating a nice discount here. I'm definitely going to take advantage of this and overbought today.
Do you have $CAT+1.7%stock in your portfolio?
Caterpillar
CATWhat do you think is a fair price for $RACE-0.6%stock ?
Ferrari's stock has been rising solidly for a long time, and the company is doing quite well. The stock is currently expensive for me, but at a lower price I might think about buying it.
Ferrari N.V.
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I don't know. On the chart, the price is right pretty high due to the growth in recent years, but now the value is just under $100 billion, and for their debt and profitability, it's not that much. But revenues are low compared to other companies valued that way.
Shares of $AAPL-0.1% are at their all time high and the stock is up 12% in the last month. I've been buying a lot of $AAPL-0.1% stock around $130 and then overbought around $160.
What prices have you been buying at? At what prices do you plan to overbought?
Apple
AAPLOpen $223.58
Day range $221.91 - $224.03
52 week range $164.08 - $237.23
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I'm not going to overbuy, although I love Apple and like to want it more, but my average purchase is around $140 and it's a shame to average it out now, but again, more that just the price in 5 years will be a little higher again. 😊
Investors, which stock did you sell last?
I sold quite a few shares of $BTI+0.6%last time . There's a small amount left, but I plan to sell that off by the end of the summer.
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I haven't sold anything from my investment portfolio in a long time, but last time it was Nvidia around $550😅🤣.
Garmin hasn't been mentioned here for a long time. Shares of $GRMN-5.1% are up just under 30% this year, which is solid for such a company, but the stock price is unfortunately higher at the moment.
Do you have $GRMN-5.1%stock in your portfolio or do you use a Garmin watch?
Garmin Ltd.
GRMNBroadcom will report results today. Interesting company for me, but the stock is quite expensive at the moment.
What's your opinion on$AVGO+1.9%?
Broadcom
AVGOOpen $166.74
Day range $164.04 - $168.08
52 week range $79.51 - $185.16
What did you think of yesterday's Apple WWDC?
Yesterday ,$AAPL-0.1% introduced "Apple Intelligence" which integrates AI into its apps including Siri and brings OpenAI's ChatGPT chatbot to its devices .
Cool move for me and I'm glad they finally came up with something new and started working with AI somehow already. From what I've read so far, it looks pretty good and it's...
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They have introduced a nice update to all the systems, which will be of great interest to users. The calculator on the iPad will lead to students wanting it (super marketing) and the AI is brilliant thanks to Apple integration, but only on the new iPhones...that's marketing squared.
Do you have Polish stocks in your portfolio, and if so, which ones?
I don't have any Polish stocks in my portfolio yet, but this market attracts me quite a lot and so far I'm probably most interested in $DNP.WA+1.0%, $PKN.WA+1.6% and $XTB.WA+1.0%.
What do you think is a fair price for $MC.PA+0.2%stock ?
I first bought around $670 and recently bought in around $740. Some people find this stock expensive, but for me, the stock is currently at a fair price, so I have no problem...
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I've been shopping this week, it doesn't look expensive to me. At some values it currently looks 10-20% cheaper than the 5 year average.
Investors, on which stocks in your portfolio do you currently have the biggest profit?
For me, it's currently $ASML+2.0% and $AAPL-0.1%.
Google got there, otherwise I have it close with Apple and $MSFT+0.8%