Gabriele Racca @Gavrilescu956: "Portfolio Update: Monthly Plan Execution I..."

Italy

Portfolio Update: Monthly Plan Execution I took advantage of the market dip to strengthen our portfolio with two high-quality European giants through our monthly PAC: Munich Re ($MUV2.DE): Opened a new position to reinforce our insurance and dividend block alongside $ALV.DE (Allianz SE) Novo Nordisk ($NOVO-B.CO): Added more shares to average down at a discount. Although we are down 4.74% since the beginning of the month, these are precisely the moments when we need to buy. The current goal is to let time do its work and increase our average holding period (currently at 10.5 months). $NFLX (Netflix, Inc.) remains the only position I intend to close once it hits its target; everything else is a long-term hold. $MSFT (Microsoft) $NVDA (NVIDIA Corporation) $MA (Mastercard) $NESN.ZU (Nestle SA) $JNJ (Johnson & Johnson) $AMZN (Amazon.com Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.