Novo Nordisk

NVO | NYSE | 469 Followers
$43.19 -0.76% -$0.33
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Portfolio Spotlight: May 2026

May continued the positive sentiment that returned to the markets after the spring correction. Investors remained focused primarily on AI, technology and growth companies, while concerns about inflation, interest rates and geopolitical tensions temporarily receded into the background. The S&P 500 index continued to rise and further improved its...
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I reduced my positions in MSFT and CTAS. I added to TSM, NDAQ and some insurers. I’m considering buying GRMN.
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Novo Nordisk $NVO is beating Eli Lilly $LLY ahead of important results!

Eli Lilly is still the king of the GLP-1 drug market, but Novo Nordisk took the lead in the oral version of this drug right out of the gate. Oral Wegovy appeared on the U.S. market in early January 2026 and within less than three weeks had already reached 50,000 weekly prescriptions. Overall the drug is...
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I'm curious about the results, but even if they don't turn out well, I won't sell.
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Portfolio under review: March 2026 summary

March 2026 was a volatile and ultimately negative month for global markets, driven by macroeconomic uncertainty, geopolitical tensions around Iran, profit-taking in the technology sector, and renewed concerns about interest rates. My USD portfolio – composed of individual stocks, ETFs and cryptocurrencies – returned -2.50% in March,...
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I'm curious what target prices you have set for the new positions. Especially for $RR.L — I bought in at 107 GBP and in backtesting it showed over 1000% gains, but I don't see much room for further upside... $RR.L is now roughly only 15% below its ATH.
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Novo Nordisk – an update after the drop and one costly lesson in discipline

Ten days ago I wrote here about my largest position in my portfolio – Novo Nordisk $NVO. At that time the stock reacted with a sharp drop to news from clinical trials, and I wrote that I was prepared to endure that volatility because I believe in the company’s long-term growth potential. Since then the...
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Thanks so much for sharing this experience. I think it will help a lot of investors.

I struggled with this at the beginning of trading and investing too, and I made a lot of mistakes. I got carried away and FOMO took over. But it's important to recognize it and try not to repeat those mistakes. From personal experience I know it doesn't always work out 100% of the time.

Anyway, I have shares of $NVO in my portfolio and I plan to hold them long term. After the recent drop I also bought more.
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How are you handling bleeding markets?

Hi,

Stocks—mostly those of technology companies—have finally corrected a bit after a long time. I’m curious about your approach and how you plan your next steps. Personally, right now I’ll probably wait and save up more capital. At the same time, I’ll slightly trim my positions. For example $MSFT $NVO $BTCUSD $SPGI .....

Which stocks do you...
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I also bought a bit of SOFI.
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Today was an extreme sell-off. The only thing annoying me is $NVO, where I’ve been bleeding for a long time, and just when it looked like things were turning for the better, we got hit. Unfortunately, there’s nothing to be done.

Who are your top picks right now? At current prices I have three — $MSFT, $FICO (it’s brutal, but it could still go a bit lower 🤣) and $SPGI
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For me, MSFT is definitely number one of those three!
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Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the...
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I was once sitting on a nice profit in $RACE, but now I’m at a loss. Ferrari isn’t having it easy right now, but it’s a great company.
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Novo Nordisk $NVO – My largest equity position and why I hold it

Novo Nordisk ($NVO) is my largest equity position, making up 11.5% of the portfolio value with an unrealized gain of 31.29%. As a leader in diabetes and obesity treatment (e.g., Ozempic and Wegovy) it’s on an upward trend – it rose 9.12% on January 16, 2026, closing at $62.33. I plan to hold it long term because of...
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For me, holding with a trailing stop loss makes sense. The trend is strong and fundamentals still support the story. I’d consider a partial sell only for portfolio rebalancing, not because the NVO thesis is breaking. Competition and regulation are real risks, but that’s fairly standard in this sector.
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Which sector besides technology do you find most interesting right now and see potential in?

In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.

As my second choice I would pick fintech, because not only young people today dislike traditional banks....
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When I wrote two days ago that "if you wouldn't ramble" and that "some here are guided by impressions instead of facts," my post was deleted. But when someone writes outright nonsense here, like Lukáš Nekvapil — he specifically writes that "the healthcare sector has been growing significantly in recent years," which is nonsense, since it fell by more than 10% last year — that's fine...
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Which sector, besides technology, do you find most interesting right now and see potential in?

In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.

As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies...
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Not healthcare by a long shot... it’s such a complex business that I basically don’t understand it deeply enough to put my money there... for me, the biggest potential right now is definitely Aerospace and Defence, and at least in the short term, heavy industry as well.
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