Bill Combs

Do you have a stock that makes up more than 10% of your portfolio?

For me it's $ASML and then around 8-9% is $GOOG and $MC.PA.

Do you have shares of $KOMB.PRin 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.

What do you think is a fair price for $ARMstock ?

I've seen that the company has been doing very well lately and $ARMstock has been growing very solidly this year.

I see $MNSTstock 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 $MNSTstock too ?

How do you currently feel about $NVDAstock ?

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.

I'll follow up on an interesting post by @mudry_investor about Caterpillar. Shares of $CAT 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 $CATstock in your portfolio?

What do you think is a fair price for $RACEstock ?

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.

Shares of $AAPL are at their all time high and the stock is up 12% in the last month. I've been buying a lot of $AAPL stock around $130 and then overbought around $160.

What prices have you been buying at? At what prices do you plan to overbought?

Investors, which stock did you sell last?

I sold quite a few shares of $BTIlast time . There's a small amount left, but I plan to sell that off by the end of the summer.

Garmin hasn't been mentioned here for a long time. Shares of $GRMN 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 $GRMNstock in your portfolio or do you use a Garmin watch?

Broadcom will report results today. Interesting company for me, but the stock is quite expensive at the moment.

What's your opinion on$AVGO?

What did you think of yesterday's Apple WWDC?

Yesterday ,$AAPL 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 nicely...
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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, $PKN.WA and $XTB.WA.

What do you think is a fair price for $MC.PAstock ?

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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Investors, on which stocks in your portfolio do you currently have the biggest profit?

For me, it's currently $ASML and $AAPL.