azimov0095 @azimov0095: "Dear fellow investor, Apologies for my..."

Sweden

Edited

Dear fellow investor, Apologies for my recent inactivity; I've been swamped with work. Here's a quick update: I've recently optimized the portfolio by reducing our exposure to $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) as I believe it's reached an overbought level after a strong upward trend. The capital freed up from this adjustment has been reinvested into $GOOGL (Alphabet Inc Class A) , $QLYS (Qualys Inc.), $NOVO-B.CO (Novo Nordisk B A/S) and $OR.PA (LOreal SA) which I see as having greater potential for growth. You may have noticed that the portfolio is becoming more concentrated. While diversification is important, I believe it's best not to exceed 30 stocks. My strategy involves selling overbought stocks and reallocating the profits into those with more potential for upward movement. As a result, I've completely sold our positions in $ZTS (Zoetis) , $IDXX (IDEXX Laboratories Inc) , $CHD (Church & Dwight Co Inc) , $INMD (Inmode Ltd) and $ADP (Automatic Data Processing Inc) While these are high-quality companies, I see them as overbought at the moment. We'll monitor them closely for attractive entry points in the future. Despite today's market downturn due to CPI data, I remain focused on high-quality growth stocks and have increased our stakes in them using spare cash. For followers and copiers: If you are seeking a stable, concentrated portfolio with long-term of high-quality growth investment strategy, I invite you to check out our portfolio. Warm welcome to all new followers and copiers. Your trust is very appreciated and we will do our best! ✊🏻 Thank you for your attention! Best regards, Sherzot Azimov

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