Looking at the markets today: AI stocks are expensive, gold is at highs, defense and energy have already seen much of their gains and at the same time nobody really knows when and how quickly interest rates will come down. Of course there are exceptions.
👉 But where would you invest new money today and why?
It's a bit of a waiting phase right now. In the first half of the year I did a lot of buying and now I'm mostly holding. I'm also ready to sell (and to buy if an interesting opportunity comes up). I'm considering selling $CVS.
I'd probably pick stocks that have fallen recently. For example, $NFLX
I recently invested in $PH, $SNA.
I agree with Radek; I definitely think there are some good opportunities in the market. For example: TTD, META, MSFT, NU, UBER and NFLX.
It's not easy, but there are still interesting stocks that are cheap and heavily undervalued. For me right now $TTD , $NU, $META.