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Pezi
@Pezi
9Mo·

Beat the S&P500 Challenge


I have been thinking about which stocks I could use to beat the S&P500 index.


After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉


The portfolio will contain the following shares:


$AME (-2,03 %)


$APH (-2,65 %)


$ANET


$AJG (-0,24 %)


$CMG (-2,32 %)


$FIX (-1,24 %)


$EME (-0,8 %)


$IT (-0,04 %)


$HUBB (-0,46 %)


$INTU (-0,77 %)


$KAI (-0,83 %)


$KLAC (-2,22 %)


$MMC (-0,1 %)


$MEDP (-1,86 %)


$MOH (-1,41 %)


$RSG (-0,96 %)


$SNPS (-1,05 %)


$URI (-1,3 %)


$VRTX (-0,52 %)


$GWW (-0,74 %)



I know that it will be difficult to beat the S&P500, but I still want to try...

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29 Commentaires
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PowerWordChill@PowerWordChill
9Mo
Just leverage the S&P500 😅 $DBPG
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Pezi@Pezi
9Mo
@PowerWordChill It was important to me to find good and profitable companies and not to rely on an ETF again
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Testo-Investor@Testo-Investor
9Mo
@PowerWordChill yes ! But 3 times :-)))
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How$y 🗽@Howsy
9Mo
Just take the NASDAQ 🤔
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Pezi@Pezi
9Mo
@Howsy that's too easy 😏
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Beeftek@Beeftek
9Mo
Why don't you just buy NASDAQ 100
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Pezi@Pezi
9Mo
@Beeftek because I don't want to drag along any duplicates or underperformers.
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Zatira@fin_free
7Mo
Thanks for your post and good preparatory work. I also like many of these stocks very much (I already had three in my savings plan) and your post has inspired me to add a few more. Thank you for that 😘
Would you like to keep us up to date from time to time on where you currently stand? I would love that.
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Pezi@Pezi
7Mo
@zatira Sure, no problem if you're interested, I'll be happy to do it...

I only started in May and not in April as announced.

I buy 10 shares in alphabetical order on the 1st of the month and 10 shares on the 15th of the month (as I enter everything manually, it's easier for me).

The counterpart is $VUSA, which is saved at 50 euros on the 1st and 15th of the month.

The status after 2 months is as follows:

My 20 shares: +3.89%
VUSA: +4.67%
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Pezi@Pezi
7Mo
@zatira in case you are interested, I had other stocks to choose from

$ADP

$BKNG

$BRO

$CAT

$COST

$CW

$FAST

$GGG

$LECO

$REGN

$SAIA

$TTEK

$WSO
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Zatira@fin_free
7Mo
@Pezi great, thanks, I'll take a look at that too and yes, please let me hear where your experiment stands
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flowriii@flowriii
9Mo
How did you come across these shares? What were your criteria for the selection?
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Pezi@Pezi
9Mo
@flowriii To cut a long story short:

Data from recent years, future prospects and an understanding of the business model.
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Bavarianholder21@Bavarianholder21
9Mo
Could it be that you have only selected stocks that are not "the big names" and performed very well last year? Or how did you come to this selection?
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Pezi@Pezi
9Mo
@Bavarianholder21 as written, 2nd tier, no hype stocks, profitable for many years, very good future prospects, understandable business model...
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RealMichaelScott@RealMichaelScott
9Mo
Interesting selection of companies. I have two of them in my portfolio and a few on my watchlist.

Good luck with the challenge 👍
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Pezi@Pezi
9Mo
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Testo-Investor@Testo-Investor
9Mo
LOL, what a dreamer 😂😂😂😂 sorry, complete waste of time... you're not hitting anything longterm at all... but go ahead and try it and with sparplan not at all.
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Pezi@Pezi
9Mo
@Testo-Investor feel free to call me a dreamer....🤣🤣🤣🤣

...you probably didn't even click on a stock, otherwise you would have noticed that EVERY SINGLE one of these listed stocks has beaten the S&P500 in recent years 😜
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Homer@Simpson
9Mo
@Pezi Don't get annoyed, it's a good idea. But try it with even more shares 😂
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Pezi@Pezi
9Mo
@Simpson He won't make it anyway 😜
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But T.@But_the_Stock_Picked_Me
4Mo
Hello, what is the current status?
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Pezi@Pezi
4Mo
@But_the_Stock_Picked_Me see repost from just now
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Memo0606@Memo0606
8Mo
great selection of shares... unfortunately all too expensive :(
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Pezi@Pezi
8Mo
@Memo0606 you almost never get them cheap. Molina and Vertex are currently cheaply valued.
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Memo0606@Memo0606
8Mo
@Pezi interesting companies, can you think of any others? ferrari should slide down even further😃
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wasi@wasi
6Mo
Zwischenfazit?
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Pezi@Pezi
6Mo
@wasi look at my answer from Zatira
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Tenbagger2024@Tenbagger2024
4Mo
Such a coincidence
$AME
I added to the watch today.
I also have a few other companies in my portfolio.
Good selection
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