3Sem.·

Almost End of Year Resolution

I have already trimmed my $MSTR (+1,4 %) and $COIN (+2,18 %) positions and opened a small position in $HOOD (-1,11 %) for a bit of long-term investment.

Nothing wrong with $MSTR (+1,4 %) but I considered it as selling $BTC for over 250K.

Completely out of $AMAT (-2,59 %) instead, I focused on only $ASML (-1,43 %), might add $AMAT again but for a better price or better market conditions.

I recently bought $MU (-0,35 %) because it is extremely undervalued, I will add more after earning which is in 2 days.

Buy List for 2025 at the right price

$NVDA (-2,07 %)

$PG (-2,53 %)

$AVGO (-1,19 %)

$MSFT (-0,88 %)

$GOOGL (-0,59 %)

$AAPL (-1,69 %)

$NOVO B (-0,45 %)

$MU (-0,35 %)

$ASML (-1,43 %)

$2330

$BTC (-0,47 %)

$ETH (-0,89 %)


Selling 2025

$MSTR (+1,4 %)

$COIN (+2,18 %)


ETF's that I will keep DCAing for 2025

$VEUR (-0,6 %)

$SPY5 (-0,88 %)

$VFEM (-1,21 %)


any suggestions are welcome

3
5 Commentaires

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Personally, I think $MU is a bit more undervalued compared to $LRCX , but $LRCX has a better track record when it comes to dividend and share buy backs. I already hold enough $LRCX and am not adding more as of right now.
1
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Not really they are in the same industry but doing two completely different things.
1
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what is worh $LRCX
do you think its undervalued like $MU ?
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it's madness to get out of $COIN right now...is currently one of the stocks with the highest potential to explode and go ATH
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