Investors, what is your most profitable position in your portfolio and what % is it?
Last week I asked you what your most profitable position is, so today I'm asking you and you can tell me what your most profitable position is. In my portfolio, the most profitable so far is $AAPL over 40% and right after that $GOOGL slightly over 30%.
Not much for me, but I'll join you here with a comment and that's with $MSFT 47%+ and $AAPL 35%+ ...the rest less so, but overall I have about 60% of my portfolio in the green and 40% in the red, currently 9.73% plus this year.
For me it's technology, $MSFT$INTC next is solar company Meyer Burger, this company is now under pressure from cheap solar panels from China like every solar manufacturer.
I only eat DCA, so to speak, as part of portfolio dilution/rebalancing. Alternatively, I also break up my purchases into multiple parts. But that I regularly put the same amount in the same title, no.
Shares of $GOOGL are down over 10% in the last 5 days and the stock is trading around $120. I'm overbought today after seven months as the current price is already a nice buy for me.
Are you overbought at the current price of $GOOGL stock or are you still waiting?
Investors, which companies' results will you be watching next week?
I'm very interested in the results of $MMM, $KO, $MSFT, $GOOGL$WM, $META or maybe $AMZN. Next week will be very interesting as far as company results are concerned and I'm very interested and looking forward to the results of several companies.
This week is going to be big, there is a lot of it, but most of all I am waiting for info around $ENPH where it has already fallen quite a lot and where I am quite invested, so I wonder what the next drop will be, which I rather expect, but hopefully not so big.
Google $GOOGL is reportedly considering to stop using Broadcom $AVGO as an AI chip supplier from 2027. In such a scenario, Google would completely design the chips known as TPUs in-house. The move could save billions of dollars in costs annually. What do you think? 🤔
A friend and I were having a discussion today about whether $GOOGL or $MSFT is a better investment in the current situation, so I thought I'd ask you too. Which of these two companies do you think is a better investment for the long term these days?
I guess I don't care :D. Of course if I had to pick it would probably be $MSFT, but currently the stock is expensive and I wouldn't buy it. I have $GOOGL stock in my portfolio and am very happy. I mean, I don't have a problem with having MSFT stock in my portfolio but I also have GOOGL :D
Investors, which stock in your portfolio is the most profitable this year and how much % is it up ?
In my portfolio, $GOOGL stock is the most in profit this year by 39%. I would very much like to see $NVDA stock in my portfolio, however somehow I have not focused on this company and unfortunately I have not bought the stock :D.
Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT$GOOGL$AMZN on artificial intelligence chips from $NVDA?
These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT 's recent investment in d-Matrix, a company that designs optimized chips to power... Read more
ARM HOLDINGS is gearing up for a spectacular initial public offering to test the market's interest in a major technology company. But its target valuation suggests it is resigned to not being the next Nvidia.
According to The Wall Street Journal, citing people familiar with the matter, British chipmaker Arm is seeking a valuation for its initial share offering on the Nasdaq... Read more
I was very interested in this company, but somehow I forgot about it, so thank you for reminding me. I'll have to take a quick look at the company and I'll definitely be following the IPO at least a little :)
Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.
Apple Inc $AAPL, Nvidia Corp $NVDA, Alphabet Inc $GOOGL and Advanced Micro Devices Inc $AMD have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.
Intel Corp $INTC, Samsung Electronics Co Ltd, Cadence Design Systems... Read more
The SP500 index is up over 14% for the year, which is very respectable. The $SPY is up this year mainly due to technology stocks, which are up tens of % this year and some are even up over 100%, such as $NVDA or $META. The SP500 is rising this year mainly thanks to $AAPL, $MSFT, $NVDA, $META, $AMZN and $GOOGL. However, the question is whether these technology stocks will... Read more
Very Helpful